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Administrator Guide
Last Updated: 2024-06-28
Create Supplier Punchout Connections

Create Supplier Punchout Connections

You can create links to:
  • Include on the
    Connect to Supplier Website
     task.
  • Set up integrations with multiple suppliers through a marketplace.
  • Enable workers to click
    Connect to Supplier Website
     during requisition to access the supplier punchout catalog.
  • Send completed purchase orders to the supplier or supplier network as an XML file.
If you opt into the
Requisitions Experience Unification
 feature from the
Maintain Feature Opt-Ins
 report, we direct you from the
Connect to Supplier Website
 task to the
Connect to Supplier
 page in the
Requisitions
 worklet for a more streamlined requisitioning process. See Create Requisitions in the Requisitions Worklet.
  1. Access the
    Maintain Supplier Links
     task.
  2. As you complete the
    Supplier Links for Punchout
     grid, consider:
    Option Description
    Supplier Link Name
    Enter a name to display in the requisition cart.
    Multi-Supplier
    Select to indicate that the link punches out to a supplier network or a marketplace that contains items from multiple suppliers.
    Supplier Contract
    The supplier contract type must have
    Manual Invoices
     and
    Manual Purchase Orders
     enabled.
    Scheduled Future Process
    After you click
    OK
     on the task, Workday displays a
    Maintain
     button in this column. You can use this button to configure the integration to access the punchout catalog.
    Use Supplier Link for PO Issue
    Select a supplier link to send cXML or EDI 850 purchase orders to the supplier website or supplier network. You must have configured an XML or EDI purchase order issue option for the supplier.
    You can't select links from this prompt until you configure them in the
    Supplier Links for XML Issue
     or
    Supplier Links for EDI PO Issue
     grids. Add links to those grids, complete the task, and access the task again to select the links from this prompt.
    Enable Inventory Fulfillment
    Select to enable an Inventory fulfillment source for items from a punchout supplier link.
    Active
    When you inactivate a supplier link, you can complete
    In Progress
     requisitions containing items from the punchout catalog, but you can't create new requisitions or complete requisitions in
    Draft
     status.
  3. (Optional) As you complete the
    Supplier Links for XML Issue
     grid, consider:
    Option Description
    Multi-Supplier
    Select to configure multisupplier integration to issue purchase orders to a supplier network or a marketplace.
    After you click
    OK
     on the task, Workday displays a
    Maintain
     button in the
    Supplier
     column. You can use this button to add suppliers you use in the marketplace.
    Supplier Contract
    The supplier contract type must have
    Manual Invoices
     and
    Manual Purchase Orders
     enabled.
    Scheduled Future Process
    After you click
    OK
     on the task, Workday displays a
    Maintain
     button in this column. You can use this button to select the integration to issue XML purchase orders.
  4. (Optional) As you complete the
    Supplier Links for EDI PO Issue
     grid, consider:
    Option Description
    Default
    Applies when you configure the
    Purchase Order Issue Event
     business process to issue purchase orders using an EDI 850 purchase order integration.
    Select this check box to specify a default integration to use when Workday can't find the integration system specified on the business process definition.
    Integration System
    Select an EDI 850 purchase order integration to use for this supplier link.
  5. (Optional) When you selected
    Multi-Supplier
     for links in the
    Supplier Links for XML Issue
     grid, click
    Maintain
     in the
    Suppliers
     column to add suppliers.
  6. Click
    Maintain
     in the
    Scheduled Future Process
     column for your links on these grids:
    • Supplier Links for Punchout
    • Supplier Links for XML Issue
    On the
    Supplier Link Scheduled Future Process
     task:
    • Leave the
      Run As User
       field blank. This enables Workday to run the integration for the worker punching out to the supplier website.
    • Specify the
      Static Text
       to help identify your punchout integration for this supplier.
  7. (Optional) To upload supplier logos, select
    Supplier
    Update Logo
     from the related actions menu of supplier links in the
    Supplier Links for Punchout
     grid.
  8. (Optional) When you configured supplier links to issue XML or EDI purchase orders, access the task again to select these links in the
    Use Supplier Link for PO Issue
     column in the
    Supplier Links for Punchout
     grid.
For punchout links, the supplier punchout catalog displays when workers:
  • Access the
    Create Requisition
     task.
  • Select
    Connect to Supplier Website
    .
  • Click
    Connect
    .
If you opt into the
Requisitions Experience Unification
 feature from the
Maintain Feature Opt-Ins
 report, we direct you from the
Create Requisition
 task to the
Requisitions
 worklet for a more streamlined requisitioning process. See Create Requisitions in the Requisitions Worklet.
Workers can make selections and return to the cart.
  • Add a purchase order issue link to an integration step on the
    Purchase Order Issue Event
     business process.
  • Connect to a supplier website.