Costpoint Help

Punchout Vendor Integration Subtask

Use the Punchout Vendor Integration subtask to set up Vendor Punchout connections and access vendor eCommerce sites directly from Manage Purchase Requisitions, streamlining the process of shopping and creating requisitions with approved vendors.

Contents

FieldDescription
Vendor

Select a vendor you want to enable for Punchout shopping.

Vendor Identity

Enter a unique value used to identify the vendor during Punchout transactions. This identifier may be provided by the vendor for secure access to the Punchout catalog.

Vendor Name

Enter a name for the vendor.

User

Enter the username or account ID used to log in to the vendor's Punchout site.

Password

Enter a password for the user.

Email

Enter the email address where the user will receive notifications related to Punchout transactions.

Punchout URL

This field displays the vendor's Punchout catalog web address (URL) where users are redirected to shop directly on the vendor's site from within Costpoint. Modifications can only be made using the Configuration Utility or by Costpoint Cloud administrators.

Purchase Order URL

This web address (URL) is used to send approved purchase orders directly to the vendor's system for quick processing. Modifications can only be made using the Configuration Utility or by Costpoint Cloud administrators.

Deployment Mode

Select the status of the Punchout integration.

  • Test: Select for initial setup and validation; transactions are not processed as live orders.
  • Production: Select for live, active integrations; transactions are processed as real orders with the vendor.

Parent Topic:

Subtasks of the Manage System Integration Accounts Screen