Punchout Mappings (Sharing Settings)

For each supplier, procurement can set one or multiple punchout mappings (sharing settings) 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. Then select the supplier you would like to view existing mappings for. Finally, navigate to the Sharing Settings page for that supplier to view the punchout mappings table.

1. Select + Setting 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. If the punchout mapping is for sharing a specific catalogue of products/services, then select the appropriate catalogue identifier. :::info-tip Not including a catalogue identifier will share all non-catalogue prices for that supplier, and no prices from any catalogues. :::

5. Select which users to apply the rule to by choosing a preset or multiple presets:

   • Search for a preset and click it to select it
   • Click Manage presets to create or edit existing presets
   • Presets can also be managed from the Presets page under Settings
   • For more information on presets, take a look at the presets guide

6. 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.