Punchout – CXml – External Catalog – D365 F&O Configuration – Part 1

Dynamics 365 Supply Chain Management

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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