Some supplier punchouts require users to provide ship-to-location information before showing the catalog information to them. This allows suppliers to display catalogs relevant to the location and makes sure that items can be delivered to the specified location.
Additional values related to the location code or ship-to ID can be configured and passed to the punchouts from the punchout agreements. The section Additional Information is found below the Shopping alert field in the Punchout agreement, Agent punchout agreement, and Integrated Search agreement.
The following fields are shown on the Additional Information page:
- View name (optional): The field is used to limit the users who have access to the option. There can be multiple rows with the same view name. Use "&&" to indicate that a user must belong to all views. For example, when you write "View1 && View2" in this field, it means that the user must have access to both View1 and View2.
- External ID (mandatory): The field is used to define the location ID or Ship-to ID to be sent to the punchout. If the Description field is left empty, the value in the External ID field is shown to the user.
- Value 2 & Value 3 (optional): The field can be used to pass more address information to the punchout. The values of the fields are not displayed to the user on the dialog box.
- Description (optional): The field can be used to define the location name for the location ID mentioned in External ID. It can be used when the user can access the punchout with multiple locations. The value passed must be understandable to the user.
An admin user can upload and download the same information via CSV files using the Export and Import buttons.
To add views, click the cogwheel icon in the Additional Information section to open the Additional Information page.
The values defined on the page are shown to the user in a dialog box when they click a punchout in Shopping. The shopping alert can be used to define the message to be shown in the dialog box along with the values defined on the Additional Information page.
About additional information views:
- The view must exist, but it can be left empty. That is, no agreement and user may be assigned to the view.
- The view created can be used to control who can see the locations that are passed to the supplier’s website.
- If the View name field is left blank, all the users of the organization will get access to the location.
The users will get their views passed from sub-organizations when punching into Marketplace from Basware Purchase.
Information about the punchout set up:
For punchout agreement or integrated search agreement punchout items:
- There must be an address field like $ATT_LOCATION_ID in the Setup Request (cXML only) or URL (OCI and cXML).
- The External ID field must be mapped with the location field (coming from the substitution variables on the supplier punchout setup) of the Access section (in the agreement). The field can have the value $INT_ADD_INFO_1.
For agent punchout agreement punchout items:
- The External ID field must be mapped to the punchout item using $INT_ADD_INFO_1, in either the Setup Request (cXML only) or URL (OCI and cXML).
Similarly, substitution variables $INT_ADD_INFO_2 and $INT_ADD_INFO_3 can be used to map Value2 & Value3.
Note: The dialog box will not appear if guided purchasing shortcuts are created using Item ID (Marketplace ID) of the punchout but will work when used with keywords.