Configuring Vendor Punchout from PR

Vendor Punchout is a method adopted by businesses to purchase supplies directly from a supplier’s e-commerce website or B2B marketplace without leaving their own e-procurement site.

The buyer exits (punches out) Eatec and enters the supplier's web-based catalogue. This launches the supplier’s website within the buyer’s browser frame.

The buyer browses the web-based catalogue and adds items to the cart. No orders are sent to the supplier when the user checks out from the supplier’s site.

An order is not submitted to the supplier until the buyer has added the line items to a purchase request and the purchase order is approved and sent to the supplier.

No items are added to the item list of the vendor punchout draft. Users can remove the items when an item or unit is inactive within Eatec.

Prerequisites

• Users must not manually create or duplicate items in Eatec that are found on the vendor/supplier’s site.

• Division and inventory type must be selected from Masters ➜ Suppliers ➜ Create New/Edit ➜ Punchout Configuration section.

• Select items from the vendor/supplier’s site and check out to Eatec.

• Ensure a valid vendor punchout draft transaction ID is provided as response after checking out.

Perform the following steps to configure vendor punchout:

Click Procurement ➜ Purchase Requests.

Click Punch Out. The Vendor Punchout Details pop-up appears.

Refer to the following table and fill in the fields:

Field	Description
Location	The name of the location making the bid request. Select the preferred location from the drop-down list.
Bid Region	The region where the bid is effective. Select the bid region from the drop-down list.
Delivery Date	Select the preferred delivery date of the item.
Expense Acct (To Customer)	Select the expense account from the drop-down list.
Department	The name of the department. Select the department from the drop-down list.
Vendor	Select the preferred vendor/supplier from the drop-down list.
Approved By	The name of the approver who approved the transaction.
Requested By	Auto-fills with the login name of the current user.
RQA Number	Optional text field.
Subject	The subject of the purchase request
Reason	Optional text field.
Additional Specs	Additional specifications, if any.
Remarks	Optional text field.

Click Go to Site.

After selecting the preferred supplier, users are directed to the vendor/supplier portal for authentication.

Once logged on to the supplier’s portal, users can select the preferred items, define the required quantity, and add them to the cart.

Post Item Checkout

The items checked out from supplier portal are added to the vendor punchout item list in the Purchase Request (PR) and Purchase Order (PO) modules. The posted requests are identified using the Draft Purchase Request Number.

The following notification appears on the browser once the item checkout is successfully completed:

All data present in this draft is in read-only format. Users are allowed to post the draft and the PR/PO are posted as usual in Eatec. 

Once a PR/PO is posted, then the transaction follows the existing conditions of a regular PR/PO. Once the PO is approved, the same is sent to the supplier.

The items received through such a procurement by vendor punch out is recorded in the Receiving module with reference to the PO.