Create a Punchout Catalog with a Direct cXML Supplier Punchout Source

As a catalog administrator you can use the Manage Catalogs task in the Catalogs work area to create a direct punchout catalog to a single supplier's website using cXML supplier punchout source.

  1. In the Catalogs work area, click the Tasks tab, and then click the Manage Catalogs task.
  2. On the Manage Catalogs page, click Actions > Create > Create Punchout Catalog.
  3. On the Create Punchout Catalog page, in the Procurement BU field, select the business unit the punchout catalog is for.
  4. In the Catalog field, enter the catalog name.
  5. (Optional) In the Description field, enter a brief description of the catalog.
  6. In the Keywords field, enter one or more search keywords separated by a space to associate the punchout catalog with.

    The keywords are required to facilitate search on the Search Results page. When a requester uses these search terms, the application returns the punchout catalog link in the results.

  7. (Optional) You can enter an image URL for the supplier's punchout catalog.
    When you provide the image, it's displayed for the punchout catalog on the Search Results page in the Purchase Requisitions work area.
  8. In the Source field, select Direct cXML supplier punchout.
  9. In the Punchout Definition section, provide details for these fields:

    You must obtain values for many of these attributes from the supplier for their punchout catalog definition.

    AttributeDescription
    Supplier

    Enter the internal supplier's name who will fulfill the ordered goods and services.

    Supplier Site

    Select the name of the supplier location from where goods or services will be purchased.

    Supplier Name

    Enter the name of the supplier sent in the credential identity tag of the cXML document.

    Supplier ID

    Supplier ID to identify the supplier of goods and services.

    Default Category Name

    Select an item category to be used on requisition lines when a category returned from the supplier site can't be mapped to an internal item category.

    This allows requesters to continue the requisitioning process and it’s helpful when dealing with suppliers that have dynamic changes to their category definitions or switching between similar items with short notice to buying organizations on such changes.

    The precedence used in determining the category to use on a requisition line is in this descending order:

    1. Supplier Content Map Set specified on the catalog.
    2. Supplier Content Map Set of the procurement BU associated with the punchout catalog.
    3. External category is used as is if it’s available as an internal category.
    4. The default item category name specified on the punchout catalog.
    Punchout URL

    Address of supplier's website. This is the website that the requesters will use when accessing the catalog in requisitions flow.

    Password

    The value that the application passes to the supplier's web catalog in the punchout setup request document when a requester accesses the catalog.

    All prices are negotiated

    Select this check box if the prices are already negotiated with the supplier to allow touchless buying.

    Process master items and agreement lines using punchout

    Select this check box to return master items and agreement lines from a marketplace and add those items directly to a requisition.

    Allow price override on purchase order lines

    Select this check box to allow buyers to update the price on purchase orders for items requested from punchout sites.

    Disable automatic document sourcing

    Select this check box to prevent automatic sourcing of requisition lines to an agreement. This selection helps to retain the supplier's price and the unit of measure (UOM) on the requisition line.

    Send deliver-to location to punchout site This option is applicable only to the Responsive Self Service Procurement application. Select this check box to send the internal location code and name saved in the user's requisition preferences in the ShipTo of the Punchout Setup Request document.
  10. In the Buyer Company Identification section, enter Domain and Identity. The application passes these values to the supplier's web catalog in the punchout setup request document when a requester accesses the catalog.
  11. Select the Apply mapping check box if you plan to use a mapping set to define attributes such as category and unit of measure (UOM) between the supplier's site and the application. Then select an existing map set.

    No predefined mapping sets are delivered. You define mapping sets based on the needs of your organization.

    You can use a supplier content map set to convert values received from a supplier to values used by the application for punchout. In the case where a map set is intended for association with a catalog that punches out to a supplier site that sells only the supplier's own products, only the Category and UOM maps are relevant.

    • If the Category attribute isn't the same between the supplier and the application, no mapping set is available, and no default category name is specified, then errors occur when you try to submit a requisition for items from the punchout site.
    • If the UOM attribute isn't the same between the supplier and the application, and no mapping set is available, then errors occur when you try to submit a requisition for items from the punchout site.
  12. In the Category Assignments for Catalog Browsing section, you can assign one or more categories to facilitate punchout when requesters browse categories on the Search Results pages.
    When a requester selects one of the assigned browsing categories, the application returns a link to the punchout catalog in the results.
    1. To assign a category to support catalog browsing for the supplier punchout, click the Select and Add icon.
    2. On the Select and Add Categories dialog box, search for and select a category, then click Apply.
    3. Click Done when you're finished adding categories.
  13. To test the catalog configuration and the connection to the supplier's punchout site, click the Test Connection button.
    • Field validation errors, if any, are displayed in the Error dialog. You must fix these validation errors before the punchout connection test can be completed successfully.
    • If a punchout connection error occurs when you test the connection, a punchout log is created and the Error dialog is displayed. Click View Log to display diagnostic information in the Punchout Log Details page. Use this information to identify and correct the problem, or share it with your administrator for their assistance. You must be assigned the View Requisition Diagnostics privilege to access the View Log button on the Error dialog.
  14. Click Save and Close.
  15. Click OK. You are returned to the Manage Catalogs page.
    After you have created a punchout catalog, you can also add the punchout catalog to a content zone.

    To set up a punchout to multiple suppliers, select the Oracle Business Network option, where you can gain access to multiple supplier sites.