Overview
Punchout and Punchin via cXML from Procurement Systems w/ SSO/auto-login and Contact Creation configuration
Automatic log-in to the website, add items to cart, return cart to the fulfillment system
-
- Allows users with Coupa, Oracle, Ariba, or other cXML standards-based procurement systems to automatically generate a new website session.
- The website identifies a matching account.
- If needed, the website will create a new user contact.
- The website will allow users to review existing saved carts/quotes and add items to their carts.
- A Punch-In button on the payment page will allow users to return the cart’s contents to their fulfillment system.
- After punching back into their fulfillment system, the user will have the SKU, qty, and prices from the cart in their system.
- Allows users with Coupa, Oracle, Ariba, or other cXML standards-based procurement systems to automatically generate a new website session.
Supported cXML Messages
- PunchOutSetupRequest
- Is sent from the purchaser’s system to the website.
- This message requests a new session on the website
- A typical setup request includes a shared secret to validate that the user’s organization is approved for punchout.
- We support the create POSR operation. (we do not support edit, inspect, or source operations)
- PunchOutSetupResponse
- Response sent from the website to the purchaser’s system
- If the shared secret is valid and an account is identified, Cimcloud’s response message will return a URL for a new session tied to the account.
- PunchOutOrderMessage
- Is sent from the website to the purchaser’s system
- The message sends the contents of a cart, including products, quantities, unit price, UOM, and commodity code, to the purchaser’s system.
- If the website is configured to allow a shipping method selection, the message will include the shipping method’s ref_id.
Configuration
Contact Pro Services to setup the connection between your Procurement System and the CIMcloud site.
- Punchout can be configured to use the showcart.asp page for doing orders only or can be be configured to use payment.asp for additional functionality like quotes
- If using payment.asp the site can be configured to skip showcart.asp entirely.
- Options for preventing edits to account and customer (ie contact) data in the UI by the logged in user
- Adds new links to the worker portal navigation
- Punchout Catalogs – Setup Punchout Catalogs (
mgr_punchout_man.asp
) - Punchout Logs – View Punchout Logs (
mgr_punchout_logs_man.asp
)
- Punchout Catalogs – Setup Punchout Catalogs (
Not supported
- cXML messages that include attachments of external files
- Request Messages
- StatusUpdateRequest
- GetPendingRequest
- ConfirmationRequest
- ShipNoticeRequest
- ProviderSetupRequest
- PaymentRemittanceRequest
- ProfileRequest (The cXML reference docs lists this message is required; however, we have not encountered the need to do so. )
- GetPendingResponse
- ProfileResponse
Reference Material
- cXML specification
- UN Unit of Measure Common Codes