what is punchout
punchout, we integrate iProcurement with Suppliers website.
Buyer logs into iProcurement Homepage
Buyer then sees various suppliers for which punchouts are enabled (depends on attribute &security rules)
Buyer clicks on a stationary supplier and browser displays supplier’s website
Buyer selects the items on supplier website and adds them to his cart.
The items selected are brought in as “Shopping Basket in iProcurement
Requisition is created in iProcurement and sent for Approval
Typical iProcurement Steps [assuming no encumbrances setup]
Create Requisition
Approve Requisition
Auto-create & auto-approve PO for approved requisitions.
Send PO XML to Supplier [if approver is setup as trading partner for XML PO]
Create receipts for goods
Other non iProcurement setups
Supplier sends Invoice electronically
Invoice is Matched, Approved & Paid
Account Generation for iProcurement Requisition
Decide the rules for your account generation.
For this you will need to be customize PO Requisition Account Generator. For details of account generator implementation .
PO Create Documents Work flow
In iProc you create Requisitions, which then get converted to a Purchase Order using workflow “PO Create Documents”.
In this workflow, you must examine & modify the default values of following attributes.few default values i just listed down
Automatic Creation Allowed : yes
Should PO be created from iProc- requisition without user intervention.
Automatic Approval Allowed – Yes
Should Contract be used to auto create Doc :Yes
Should non-catalog request be auto sourced from contract: Yes
Is Contract Required on Requisition Line : y/n
There could be other attributes of your interest, but my implementation involved usage of contracts to create Purchase Orders. We have a blanket contract against each iProc supplier.
Mandatory
Setups for iProcurement:
1.
Profile
Options
2.
Shopping
Category Creation
3.
Category
Hierarchy
a. Top
Category (Browsing Category) - Create Top-Level Category
i. Child
Category (Browsing Category) - Create Child
1. Shopping
Category (Item Category) - Insert Existing Child
4.
Purchasing
Category Creation
5.
Category
Mapping
assign your default purchase category and map to your item category
6.
Item
Creation and Purchasing Category Assignment
7.
Content
Zone Creation
where we keep our default suppliers and default categories
where are getting items from specific suppliers or all suppliers we can able to make setups, restrictions here
8.
Information
Template Creation
9.
Smart
Form Creation
where we maintain default supplier information
default item information, unit of measure, list price
10.
Create
Stores
where we create our stores to assigning to our particular smart forms, content zones
few profile options related to iprocurement
POR:
Enable Requisition Line Customization: y/n
POR:
Require Blind Receiving: y/n
POR:
Purchasing News Location
POR:
Support review for Express Receive: y/n
POR
: Goods Line Type
POR:
Contractor Expense Line Type
POR:
Apply Expense Account Rules to Favorite Charge Accounts
POR
: Preferences - Selected Items Default to Inventory
POR:
Generate and Display Account at Checkout: y/n
POR:
Override Requestor
POR:
Contractor Expense Line Type
PO:
Legal Requisition Type
POR:Allow
Manual Selection of Source
POR
: System Approvers are Mandatory
PO:
Allow Requisition Approval Forward Action
venkatesh yadav m
