Vendor Punchout Other Info

The following are relevant information related to Vendor Punchout.

Requisition Line Details

• Items and shipping costs are loaded as separate lines.

• Item details (description, quantity, unit cost, tax, etc.) are pulled from the vendor’s site. if the Item ID/Rev does not exist in Costpoint, then the line be a Misc Type and default from the Misc Code from a new setting in Configure Purchase Requisition Settings.

• Shipping lines are created for each unique tax rate.

Validation Checks

• Ensure Ship ID, Project ID, Org ID, Account ID, and Punchout Vendor charge codes are set before opening the catalog.

• If the cart total exceeds the vendor’s maximum allowed amount, you’ll be prompted to re-shop.

Approval and PO Creation

• The requisition follows normal approval processes.

• Once approved, a PO is created by the buyer.

• Optionally, enable auto-submission of the PO to the vendor upon approval or open status in Configure Purchasing Settings.

• If not auto-submitted, manually release the PO to the vendor via the Released to Vendor option to submit the final order to the vendor via the punchout API.

Order Confirmation

Once the vendor confirms the order, an email will be sent back to the buyer with all the confirmed details, and the PO acknowledgment dates will be updated.

Shipping Notifications

Once the items are shipped, the vendor sends a shipment notification, and an email will be sent to the buyer.

Invoices

If Enable Invoice Integration is selected, Costpoint automatically generates unapproved vouchers based on the information sent from the Vendor Punchout API for the purchase orders. If not selected, users can create the voucher manually.

If Enable Invoice Notification is selected, an email will be sent with voucher details. If Enable Invoice Integration is selected, it will indicate the voucher was created. If not selected, you can still receive an email with invoice details for manual creation.

For information on How to Use Vendor Punchout Catalogs Integration in Costpoint, see How to Use Vendor Punchout Catalogs Integration in Costpoint