The Create PunchOut Request page allows you to enter the transaction information for your request and provides a link to the supplier’s website.
Populate fields on the Create PunchOut Request page.
Code – This field determines the Transaction Code of the transaction to be generated by the PunchOut process. The pick list allows you to select only valid UR Transaction Sub Type Transaction Codes. This is a required field.
Department – This field defaults from the User (SCUSER) page in the CGI Advantage Administration Application. This is a required field.
Unit – This field defaults from the User (SCUSER) page in the CGI Advantage Administration Application. This is an optional field.
Either the ID field must be populated or the Auto Numbering check box must be selected. If Auto Numbering is selected, then the Transaction Code must be valid on the Auto Numbering (ADNT) page for your Department for the current Fiscal Year.
The Shipping Location and the Billing Location are required fields. The fields default from the Procurement User (USER) page, but can be changed to other valid values as established on the Procurement Location (PLOC) page. The pick list only displays valid values on PLOC.
Select the Launch Supplier Website button.
This button will launch the supplier website for the item selected on the Shopper (SHOP) page. Follow instructions on the website to purchase the item. A Universal Requestor transaction is also automatically created from a PunchOut session when you check out from a supplier’s webstore. You are taken to the UR transaction when you return to Advantage. The UR transaction has the PunchOut Order flag checked and is in a Draft phase.
Note: The PunchOut Overall Delay (in milliseconds) (PUNCH_OUT_OVERALL_DELAY) parameter on the Application Parameters table determines how long you have to complete your purchase before your PunchOut session is terminated.
The PunchOut Control (POCTRL) table allows you to configure the various PunchOut settings and establish required fields for the PunchOut transactions.
If you do not want to order from the supplier, then close the supplier’s website window. Select the Continue Shopping button to return to the Shopper page.