- The article discusses how Dynamics 365 Finance and Operations supports integration with various procurement and e-procurement solutions.
- The integration process allows users to "punch out" to external supplier catalogs, select items, and seamlessly bring them back into the procurement workflow.
- This functionality eliminates the need to store master data and information such as item IDs, names, UOM, and prices.
- To utilize the Punch-Out functionality, there are prerequisite setups required on the vendor, vendor contact, procurement categories, and procurement catalogs.
- The steps to set up this process include creating a new worker and associating it with the user, creating a vendor and associating it with a procurement category, and enabling 'CXml' in 'Purchase order default' settings for the vendor.
- The article also highlights the main prerequisite for setting up an external catalog, which is having the details of CXml.
- The details for CXml setup, such as URL, domain, identity, shared secret, and sender identity, need to be obtained from the vendor's IT specialist or account team.
- The article provides an example XML structure for creating a CXml connection and explains the process of creating a new catalog and mapping it with the vendor and procurement categories.
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