Configure punchout for third-party site purchases

  • Release version: Washingtondc
  • Updated April 23, 2024
  • 1 minute to read

    • Set up punchout configuration to allow shoppers or employees to make third-party site purchases​. Also, set up third-party categories so that attributes like general ledger account can automatically be defaulted for third-party site purchases​.

    Before you begin

    Role required: admin or procurement administrator

    Procedure

    1. Navigate to All > ShoppingHub > Primary Data > Suppliers.
      You can also navigate to Purchase Automation > Primary Data > Supplier.
    2. Ensure that the Punchout check box is selected for the designated third-party supplier.
      Note:
      This Punchout option is only available in the Purchasing view. For more information on adding suppliers, see Add a supplier.
    3. Navigate to All > Procurement Integrations > Setup > Third-Party Registration.
    4. Add the following configuration records for the punchout supplier:
      • Punchout group: Users or members involved with this punchout supplier group, including shoppers, procurement specialists, and approvers.
      • Punchout credentials: Unique set of credentials for punchout group members.
      • Punchout URL: Unique URLs for the punchout group members with punchout credentials, specifically for Start URL and Order request URL connection types.
      • Punchout connection type:
        • Start URL: Outbound URL to start punchout purchases.
        • Order request URL: Outbound URL to request orders.
        • Order confirmation URL: Inbound URL for order confirmation data from the third-party site.
        • Shipping confirmation URL: Inbound URL for shipping confirmation data from the third-party site.
    5. Navigate to All > Procurement Integrations > Catalog > Third-Party Categories.
    6. Add the required mapping records between SPO's model category and the punchout supplier's product category.