Procurement system transactions

Depending on the procurement system standard that your customers use, you can process PunchOut and Order transactions.

If your customer uses OCI, then you can process PunchOut transactions. You must use Infor M3 as your ERP to process OCI transactions.

If your customer uses cXML, then you can process PunchOut transactions and Order transactions. You must use CloudSuite Distribution as your ERP to process Order transactions.

PunchOut transactions

In PunchOut transactions, customers access the web shop directly from the procurement application. After customers add products to the shopping cart, they click the TRANSFER CART button to send the order to the procurement application. Customers complete the order in the procurement application.

Ensure that you comply with these limitations and requirements:
  • You must use Infor M3 as your ERP to use the OCI protocol.
  • Before your customers can use PunchOut, you must set up a customer user for PunchOut. The procedure is the for setting up the customer user is the same for both cXML and OCI protocols.
  • The customer user that you set up for PunchOut cannot be a multi-customer user.
  • You must specify PunchOut information on the customer record.
  • If you have set up single sign on in Rhythm for Commerce, you cannot use PunchOut transactions.

Order transactions

In Order transactions, customers create a purchase order in the procurement application. When they submit the purchase order, an OrderRequest document is sent to Rhythm for Commerce. If the OrderRequest document is valid, a ProcessSalesOrder BOD is generated and sent to the ERP. An order notification is sent to the customer user that is identified in the OrderRequest document.

Customers do not interact with the web shop to place the order. They can use Order History in the web shop to review orders that have been created through Order transactions.

To process OrderRequest transactions, these criteria must be met:
  • You must use CloudSuite Distribution as your ERP.
  • The customer must use the cXML protocol.
  • The cXML order customer user cannot be a multi-customer user.
  • The user that is identified in the cXML OrderRequest document must have a status of Unlocked in the Business Center. The user must also exist in Rhythm Portal.
  • The OrderRequest document must contain required information.

    See Requirements for cXML OrderRequest files.

  • If you have set up single sign on in Rhythm for Commerce, you cannot use Order transactions.