Adding or modifying a punchout setup

  1. Select Indirect Spend > Setup > Punchout Setup. The Punchout Setup list page is displayed.
  2. Click Add. The Punchout Setup details page is displayed.
    Note: You can modify an existing punchout setup using the View icon displayed on the Punchout Setup list page.
  3. Specify this information:
    Supplier
    The name of the supplier for whom the punchout must be set up.
    Punchout Type
    The type of punchout method used for the supplier website. Possible values:
    • cXML
    • OCI
    Note: You can configure the cXML punchout setup and access the supplier website only if the supplier is registered with the Company DUNS number or the supplier account is specified on the Supplier Accounts page.
    Status
    The status of the punchout setup.
    Last Updated Date
    The date on which the punchout setup was modified.
    Last Updated By
    The name of the user who modified the punchout.
  4. Specify this information on the Configurations tab:
    User ID
    The type of user identification. Possible values:
    • Supplier Account Number
    • Company DUNs
    Note: This field is displayed only if the value in the Punchout Type field is set to cXML.
    User Name
    The name of the user for whom the punchout setup is configured.
    Password
    The login password for the user.
    Target Supplier URL
    The target URL of the supplier.
    HTTP Method
    The type of Hypertext Transfer Protocol. Possible values:
    • GET
    • POST
    Note: This field is displayed only if the value in the Punchout Type field is set to OCI.
    HTTP Content Type
    The type of content format. Possible values:
    • application/xml
    • Text/xml
    Note: This field is displayed only if the value in the Punchout Type field is set to cXML.
    Operation Type
    The type of operation performed on the punchout configuration. Possible values:
    • Create
    • Edit
    Note: This field is displayed only if the value in the Punchout Type field is set to cXML.
    Style Sheet
    Select the browse icon, wherein you can import the supplier provided XML file.
    Note: This field is displayed only if the value in the Punchout Type field is set to cXML.
    Include cXML_SCHEMA_Definition
    Select this check box to indicate that the cXML schema definitions are included for the supplier configuration.
    Note: This field is displayed only if the value in the Punchout Type field is set to cXML.
    Retain Cart Items
    Select this check box to ensure that the items that are previously added to the cart are retained when additional items are added through the punchout process.
    Note: This field is displayed only if the value in the Punchout Type field is set to cXML.
    Parameter Mode
    The type of parameter mode for the HTTP method. Possible values:
    • Query Params
    • Form Body
    Note: This field is displayed only if the value in the Punchout Type field is set to OCI.
    Allow BasketID
    The unique identification code for items in the shopping cart.
    Note: This field is displayed only if the value in the Punchout Type field is set to OCI.
    Note: The values for the User ID, Password, Target Supplier URL and the HTTP Content Type fields must be considered from the .xml file provided by the supplier when configuring the cXML Punchout type.
  5. Review the information on the Field Mapping tab.
    Note: This tab is displayed only if the value in the Punchout Type field is set to OCI. You can modify an existing field mapping using the View icon. A window is displayed, wherein you can specify value in the Action field and click the Submit option.
  6. Click Add on the External Suppliers tab. The External Suppliers window is displayed.
    Note: The External Suppliers tab is displayed only if the value in the Punchout Type field is set to OCI. You can modify an existing supplier using the view icon displayed on the External Suppliers tab.
  7. Specify this information:
    Supplier ID
    The unique identification code of the supplier.
    Supplier Name
    The name of the supplier.
    Supplier Description
    The description of the supplier.
  8. Click Save.
    Note: You can use these options on the page:
    • Activate: Enables you to apply and activate the configured punchout setup.
    • Send Request: Enables you to send the configured punchout to the supplier.