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cXML PunchOut

Dynamics 365 PunchOut for suppliers

Customers on Microsoft Dynamics 365 Supply Chain Management or Finance can shop your store from a purchase requisition, at their own prices, and send the cart straight back. TierCommerce speaks the cXML Dynamics 365 expects, and takes the approved purchase order into your ERP.

  • cXML PunchOut from Dynamics 365 purchase requisitions
  • Item IDs, prices and units that land in the requisition cleanly
  • cXML purchase orders checked and sent into your ERP
Book a demo How it works
Dynamics 365 Supply Chain Harbourside University

New purchase requisition · Catalogues

BS Brightline Supplies Shop

cXML · signed straight in

Brightline Supplies Harbourside contract prices
  • A4 copy paper, 80gsm, 5 reams 10 × $38.50
  • Nitrile gloves, medium, 100 6 × $11.20
  • Whiteboard markers, 4 pack 12 × $6.95
$535.60 ex GST Return cart to Dynamics 365

cXML · cart sent back

Purchase requisition · 3 lines Department 4120
A4 copy paper, 80gsm, 5 reams $385.00
Nitrile gloves, medium, 100 $67.20
Whiteboard markers, 4 pack $83.40
Approved → PO 00001842 → In your ERP

Dynamics 365 PunchOut at a glance

Dynamics 365 calls a PunchOut catalogue an external catalog. This is what happens on each side, so you know what your customer will ask for.

Protocol
cXML
Buyers start from
A purchase requisition, from the External catalogs action
The cart goes back as
Requisition lines with your item ID, price and unit
The purchase order arrives
A cXML OrderRequest, or by email
What you need on their side
A PunchOut URL, identity and shared secret, with your units of measure set up in Dynamics 365

How a Dynamics 365 PunchOut works

Dynamics 365 runs PunchOut from purchase requisitions, and only over cXML. Here’s each step, with the cXML message behind it.

  1. 1

    The buyer opens your catalogue

    In My purchase requisitions, they add a line from External catalogs and pick yours. Dynamics 365 sends their identity and shared secret.

    PunchOutSetupRequest

  2. 2

    They shop your store

    TierCommerce checks the credential and opens your store already signed in, with the account’s prices and range.

    PunchOutSetupResponse

  3. 3

    The cart goes back

    They return the cart instead of checking out. Each line lands in the requisition with your item ID, description, quantity, unit and price.

    PunchOutOrderMessage

  4. 4

    The purchase order arrives

    Once the requisition is approved and becomes a purchase order, Dynamics 365 sends it as cXML. It’s checked and sent into your ERP.

    OrderRequest

Getting set up with a Dynamics 365 customer

Your customer’s Dynamics 365 team sets up the external catalog. These are the steps, and who does each one.

Free PunchOut setup checklist
  1. 1

    Agree the scope

    You

    Confirm which of their legal entities will buy from you, the procurement categories you sell into, and whether purchase orders should come by cXML or email.

  2. 2

    Create the connection

    TierCommerce

    Your PunchOut page gives you the cXML URL and a shared secret to send them. You enter the identity their system will send.

  3. 3

    Set up the external catalog

    Your customer

    Their admin enters your details under Procurement and sourcing, Catalogs, External catalogs, adds your procurement categories and sets up your units of measure.

  4. 4

    Turn on cXML purchase orders

    Your customer

    They set your vendor to send purchase orders via cXML and add your order URL, identity and shared secret to the catalog’s order properties.

  5. 5

    Test, then activate

    Together

    Validate settings opens your store from Dynamics 365. Then a test requisition runs end to end before they activate the catalog for production.

What TierCommerce handles for Dynamics 365

The parts suppliers usually build themselves or pay a PunchOut vendor for, ready in your store.

  • cXML setup requests checked against each account’s credential and shared secret
  • Each account’s own prices and product range
  • Item IDs, units of measure and UNSPSC codes on every cart line
  • Carts sent back to Dynamics 365 to be edited reopen with their items
  • Purchase orders checked against the account’s prices before they become orders
  • Orders sent into your ERP with the customer’s PO number
  • Every session and message logged, with secrets removed

PunchOut add-on

$149 a month

Includes your first connected customer account, then $69 for each extra account up to 10 and $39 each after that. Australian dollars, ex GST.

  • cXML and OCI PunchOut, and Unimarket catalogues
  • On the Professional and Enterprise plans
  • Only accounts that used PunchOut that month count
See pricing About PunchOut

Where Dynamics 365 PunchOuts go wrong

Most failed Dynamics 365 PunchOuts come down to a handful of setup details. Here’s what to check, and how TierCommerce helps.

  • Units of measure

    Every unit in your cart must already exist in Dynamics 365. Send your unit list early, and TierCommerce returns the same unit on every line.

  • Procurement categories

    Dynamics 365 doesn’t use the classification code as the category, and your catalog only shows if your vendor is approved for its categories. Agree them first.

  • A catalogue nobody can see

    If purchasing policies don’t allow at least one of your categories, buyers won’t see you. Testing from a real buyer’s requisition catches it.

  • Item IDs on the PO

    Your item ID becomes the line’s external item ID, and comes back on the purchase order. TierCommerce matches it to your product.

  • Prices that changed

    If a price changes between the cart and the purchase order, the order is held for your team instead of going through at the wrong price.

  • One catalog per vendor

    Dynamics 365 uses the first active external catalog for a vendor. Keep one per vendor, and you’ll never shop the wrong one.

Who buys through Dynamics 365 in Australia and New Zealand

Dynamics 365 Finance and Supply Chain Management run purchasing at retailers, manufacturers, hospitality groups and service firms on both sides of the Tasman.

  • Retail
  • Manufacturing
  • Hospitality
  • Agriculture
  • IT services
  • Distribution

PunchOut across your customers’ systems

Your customers won’t all buy through Dynamics 365. One TierCommerce store handles each of these, with the same products, prices and orders behind them.

Buyer’s system Protocol Buyers start from The purchase order arrives
SAP Ariba cXML, through SAP Business Network A requisition in SAP Ariba Buying or Guided Buying A cXML OrderRequest, routed through SAP Business Network
C Coupa cXML Your logo under Shop Online on their Coupa home page A cXML OrderRequest, the Coupa Supplier Portal or email
U Unimarket cXML PunchOut, or a hosted catalogue Unimarket’s own search, or your PunchOut catalogue in Unimarket A cXML OrderRequest, or by email
SAP S/4HANA and ECC OCI 4.0 A purchase requisition, from Add from External Catalog in S/4HANA or the catalogue button in ECC or SRM Separately: cXML through SAP Business Network, an EDI IDoc, or a PDF by email
T TechnologyOne cXML A requisition in TechnologyOne, or in Unimarket where it runs alongside A cXML purchase order, or a PDF by email
O Oracle cXML A requisition in Self Service Procurement (Fusion) or iProcurement (E-Business Suite) A cXML OrderRequest, directly or through Oracle Business Network, or a PDF by email
Dynamics 365 cXML A purchase requisition, from the External catalogs action A cXML OrderRequest, or by email
J JAGGAER cXML A PunchOut catalogue in JAGGAER eProcurement A cXML OrderRequest, or email or the supplier portal

Dynamics 365 PunchOut questions

Does Dynamics 365 support PunchOut?

Yes. Dynamics 365 Supply Chain Management and Finance have PunchOut built in, called external catalogs. Buyers open them from a purchase requisition.

Does Dynamics 365 use cXML or OCI?

cXML. The external catalog’s PunchOut protocol is cXML as standard, so that’s what TierCommerce uses with Dynamics 365 customers.

What do we give our customer to set it up?

Your cXML URL, the shared secret, and the units of measure you sell in. Their admin enters these in the external catalog, with the identity and domain their system sends.

How do purchase orders reach us?

Dynamics 365 can send purchase orders as cXML OrderRequests to the same URL, once your customer sets your vendor to send them via cXML. TierCommerce checks each one and sends it into your ERP. If they email purchase orders instead, Order Entry reads them.

What happens if a price on the purchase order is wrong?

TierCommerce checks each line against the account’s price, within a tolerance you set. If something doesn’t match, the order is held and your team is emailed to place or reject it.

Can buyers edit a cart after they’ve sent it back?

Yes. If Dynamics 365 sends a cart back to be edited, your store opens with those items already in the cart.

Our customer runs Business Central. Does that work?

Business Central buyers usually add PunchOut through an app from a Microsoft partner. If it sends cXML, it connects to TierCommerce the same way. If your own ERP is Business Central, see our Business Central integration.

What does PunchOut cost?

PunchOut is an add-on on Professional and Enterprise. It’s $149 a month, including your first connected customer account, then $69 for each extra account up to 10 and $39 each after that, in Australian dollars ex GST.

Sources

  1. Microsoft Learn: Set up an external catalog for PunchOut eProcurement
  2. Microsoft Learn: Use external catalogs for PunchOut eProcurement
  3. Microsoft Learn: Purchasing cXML enhancements
  4. Microsoft Dynamics Community: external catalog categories and policies

Dynamics 365 is a trademark of its owner. TierCommerce isn’t affiliated with or endorsed by it.

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