Punchout Mappings

For each supplier, procurement can set one or multiple punchout mappings i.e. punchout identifiers to be sent in the cXML, dependent on the user. These can be set differently based on specific users, user groups or locations, e.g. a punchout identifier of 12345 for Supplier 1 if the user is in region 1. Whether or not the part auxiliary ID is supplied in the cXML can also be configured.

To access existing punchout mappings, navigate to the Suppliers page within the Products area of the platform. Then select the supplier you would like to view existing mappings for. Finally, navigate to the Settings page for that supplier to view the punchout mappings table.

1. Select + Mapping to begin creating a new punchout mapping.

2. Enter the desired value for the supplier punchout identifier.

3. Choose whether to include or exclude the part auxiliary ID in the cXML.

4. Select which users to apply the rule to:

   • All users
   • Include specific users/groups
   • Exclude specific users/groups
   • Include users in specific regions
   • Exclude users in specific regions

5. If including/excluding regions:

   • Resize and move the rectangle on the map to select geographic regions
   • Search for and select an address/location to center the map on an area
   • Click "Add Region" to add each desired area to the selected regions list
   • Specify multiple regions as needed
   • Remove regions with the trash icon

6. If including/excluding users:

   • Search for and select users/groups to include or exclude
   • Remove users/groups from the selected list as needed using the trash icon

7. Click Save to complete the process and finalise the punchout mapping.

To edit a mapping, click on the appropriate row, or select the dropdown menu for that mapping and click Edit. After making your desired changes, click Save.

To delete a mapping, select the dropdown menu for that mapping and click Delete.