Request Master Items from Punchout Sites

You can request master items from punchout sites without maintaining them on the external supplier site in the Redwood Self Service Procurement application. To use this feature, you must ensure these configurations exist in your implementation:

  • The supplier must pass a supplier item in the payload, which will be used with the supplier to derive a unique Trading Partner Relationship in the Item Master.
  • The Derive master items using a supplier item option is enabled in the Punchout Catalog definition.

If a unique item can be found with an active supplier - supplier item trading partner relationship, then the requisition line will be created using the master item.

Derive master item using a supplier item option in the punchout definition

Derive Master Item Using a Supplier Item Option in the Punchout Definition

This feature can be used with both XML or CXML-based punchout catalogs.

The value of these attributes defaults from the master item if not provided in the payload

  • Item
  • Description (You can override this in the payload if the Override Description flag in the item master is set to Y).
  • Category
  • Price
  • Manufacturer
  • Manufacturer Part Number
  • Negotiation Required

You can capture additional information for items procured from external suppliers by using the cXML-based punchout process with descriptive flexfields for the requisition line. Additionally, you can utilize extrinsic attributes in the punchout order message to capture this additional information needed for reporting and downstream order processing. You can map the descriptive flexfield text attributes 16 to 20 at the requisition line level to these extrinsic attributes, as illustrated here:
<Extrinsic name="Attribute1">Value from the Supplier Punchout</Extrinsic>.   The Extrinsic tag must be a child tag of the ItemIn tag of the payload as shown here:

<ItemIn>
...
<Extrinsic name="Attribute16">10BPAD</Extrinsic>
</ItemIn>


Using this feature, a buying organization can bring in additional information from external marketplaces that can be used in procurement processing, such as approvals and spend performance management.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the Request Master Items from Punchout Sites feature, then you must opt in to one or both of these features:

  • Enable the Responsive Version as the Default Self Service Procurement Application: Makes the Purchase Requisitions (New) work area available to all your users and hides the Purchase Requisitions work area from all your users.
  • Procure Goods and Services Using the Responsive Self Service Procurement Application: Keeps the Purchase Requisitions work area available to all your users and makes the Purchase Requisitions (New) work area available to the users who are assigned this privilege: Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV).

If you’ve already opted in, then you don’t have to opt in again.

Tips And Considerations

The defaulting of master item won't happen in these cases:

  • The payload pertains to a Marketplace punchout process (a master item is passed in the payload, and the Process master items and agreement lines using punchout option is enabled in the punchout catalog configuration).
  • There exist multiple master item definitions in the item master with the same supplier and supplier item relationship combination.
  • The supplier and supplier item combination in the item master is inactive.
  • The payload doesn't contain a supplier item.

If the supplier and supplier item combination in the item master becomes inactive after the master item is defaulted, the master item reference on the requisition line isn't dropped on requisition submission. It will impact only the new lines that are created

Key Resources

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature: 

  • Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV)

This privilege is required only if you have opted in to the Procure Goods and Services Using the Redwood Self Service Procurement Application feature to access the Redwood Self Service Procurement application.

  • Manage Procurement Catalog Content (POR_MANAGE_PROCUREMENT_CATALOG_CONTENT_PRIV) to enable the check box "Derive master items using a supplier item".

These privileges were available prior to this update.