Punchout (via cXML) – Base

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

    1. Allows users with Coupa, Oracle, Ariba, or other cXML standards-based procurement systems to automatically generate a new website session.
      1. The website identifies a matching account.
      2. If needed, the website will create a new user contact.
      3. The website will allow users to review existing saved carts/quotes and add items to their carts.
      4. A Punch-In button on the payment page will allow users to return the cart’s contents to their fulfillment system.
      5. After punching back into their fulfillment system, the user will have the SKU, qty, and prices from the cart in their system.

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)

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

 

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