Specifying OCI information on the customer record

Conditions apply to the fields that you can include in an OCI mapping.

See OCI field mapping conditions.

  1. In the Users section of the Business Center, click Customers.
  2. Click the customer number of the customer with whom you are setting up an OCI agreement.
  3. In the PunchOut Protocol field, specify OCI.
  4. In the OCI Agreement section, specify the duration of your agreement with the customer in the Valid From and Valid To fields.
  5. Optionally, select a Service User. You can select any PunchOut user who is associated with the customer. Specify a service user to support multiple concurrent sessions using the same login.
  6. Use the OCI Fields section to specify the field mappings to use in the OCI integration. To add a mapping, click Add.
  7. In the Field Name field, specify the procurement system field to which you are mapping data.
  8. In the Field Value field, specify the information to use for the field. Select one of these types, and then select the value:
    Option Description
    Order Select this option to use information from the order.
    Item Select this option to use information about the item.
    Fixed Value Select this option to manually specify a particular value.
  9. Optionally, in the Criteria field, specify criteria to apply to the field value. You can add criteria to Item fields and fixed values. You can add more than one criteria. If you add more than one criteria, then all criteria are applied to the field value. Select from these types:
    Option Description
    Length Use this criteria to limit the length of strings. If the value exceeds the length, the value is truncated. For example, if you specify 3 as the length criteria, and the value is DRILL, then DRI is sent to the procurement system.
    Decimal Length Use this criteria to limit the number of decimal places in a value. If the number of decimal places exceeds the decimal length, the value is rounded. For example, if you specified 2 as the Decimal Length criteria, and the value is 12.567, then 12.57 is sent to the procurement system.
    Multiply By Use this criteria to multiply a quantity or amount by a number that you specify.
    Lookup Use this criteria to add a lookup table that you can use to replace a unit of measure abbreviation with a longer description.
  10. Click Save.