FAQ For Oracle PunchOut Functionality

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Question What is a punchout?

Answer This is a mechanism by which buyers/requestors can navigate to suppliers website directly from iProcurement.. Once the shopping is finished, they then checkout the shopping cart on suppliers website itself following which the shopping cart is brought back to iProcurement. Shopping cart is nothing but a returned XML file that contains the list/quantity/price of items checked out from suppliers website.

What are the key advantages of punchout over local catalog management?

A. You do not need to maintain the pricing information of items. Supplier will publish their latest pricing details in their iStore. B. You do not need to upload the items of your supplier into your system. C. The up-to-date stock level information is made available on Suppliers Website.

When shopping basket is brought back from suppliers website after punchout, how does the item category code of supplier item get mapped to the category code in Oracle?

Suppliers punchout basket will always contained universally recognized category codes i.e. UNSPSC codes. You will need to define the mapping for each such expected code in eCommerce gateway. These will be mapped to your inventory category codes ( the good old mtl_categories ).

What is the advantage of

If you enable punchout via Oracle Exchange Server, you will then have to open up your

punching out via exchange, company firewall just for the exchange server. However if you decide to enable a direct rather than punching out directly punchout, you must open firewall for Suppliers server. to suppliers website? 5 What is the category structure on Exchange.oracle.com? If I am a buyer, how do I register on exchange or test exchange to test/implement punchout? ECCMA UNSPSC version 6.01 is the category structure on Exchange.oracle.com.

There are two Exchange sites you can register on. As long as your company holds a valid IP license, your access will be granted upon confirmation. Test Exchange: https://testexchange.oracle.com/home.jsp Production Exchange: https://exchange.oracle.com/home.jsp Because supplier does not hold an IP license, your participation is by buyer's invitation only. Each IP customer who is registered on exchange.oracle.com or testexchange.oracle.com was provided a registration link to send to the suppliers they wish to have registered on the exchange.

If I am a supplier, how do I register on exchange or testexchange to test/implement punchout?

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Can Oracle handle XML PO delivery? If you want to Punch out of Oracle iProcurement does it have to be via Oracle Exchange?

Yes, Procurement Family Pack G is designed with PO delivery capability. Please refer to FPG documentations for further information a. Punch out from Oracle iProcurement to a suppliers catalog hosted on Oracle Exchange b. Punch out from Oracle iProcurement to a supplier via Oracle Exchange using Oracle Native XML or cXML c. Punch out from Oracle iProcurement directly to a supplier using Oracle Native XML or cXML (11.5.9) Yes.

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Will the requisition creation, approval through to PO creation still be done in Oracle iProcurement?

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What are the latest punchout related patches on iP and Exchange? Where should we setup the hub (i.e. Oracle Exchange) on iProcurement?

See Oracle iProcurement Patches Guide - Punchout (Note 222874.1) available in Metalink > Top Tech Docs > Applications > Procurement > iProcurement > Patches. Choose IP responsibility Internet Procurement Catalog Administration > eContent Manager. Select the option 'Maintain Supplier Hubs'. <from> <credential domain="exchange.oracle.com"> <identity>Oracle Exchange</identity> </credential> </from> The value in the domain attribute is from the oexOperUrl and the value in the identity element is from the oexOperName. You can setup these field via operator shell. Go to Configuration Home > Identification, the oexOperName is the "System Name". Go to Configuration Home > Software Setup, the oexOperUrl is the "System URL".

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If my company is punching out from iProcurement to a cXML supplier, what values will be populated in the from credentical fields in the PunchoutSetupRequest xml?

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When punching out from iP to Exchange, what certificate is sent from the exchange? Where is this set on the exchange?

Where the certificate is setup depends on the web server, i.e for apache, it is in httpd.conf file. This is part of SSL setup steps where the certificate file location and certificate chain file location is provided. When ssl handshake happens, exchange server sends its certificate with the chain certificates (To view these certificate, go to https://testexchange.oracle.com with IE browser and click on yellow lock at the right lower corner, click on certification path tab, you will see 3

certificates, first 2 is the chain and the last one is the real certificate). When iP received this certificate, it checks ca-bundle.crt file to see if any of the chain certificates (these are public keys of certifying authorities) exists. If it does exist, then the real certificate is deemed as trustworthy, otherwise the SSL handshake will fail. 15 What XML standard does punchout support? Oracle punchout supports Oracle Native XML and cXML standard depending on the specific punchout model used. Oracle Native XML is based on OAG XML, Oracle has further extend and modifed the OAG XML to suit today's business need. For more information, please refer to the Punchout Implementation Guide. Oracle punchout supports cXML version 1.1.007. For more information on cXML, visit www.cxml.org. 16 Is Oracle XML gateway needed to setup punchout? On the page Edit Supplier Hub page, what is the purpose of the option - Extend user's idle session timeout - during punchout No, Oracle XML gateway is not needed for punchout.

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When this option is checked, user's iP session is extended indefinitely while the iP user is shopping on OEX. The way it works is that the exchange will continuely ping the iP application via a heartbeat URL to keep user's iP session alive. The purpose of this option is to keep the user's iP session alive while user is shopping on the exchange, so when user is returned to iP from exchange, he would still have a live iP session and would not lose his shopping cart. The same option can be used for punchout to supplier, however, supplier will need to implement the heartbeat URL on their site to continuously ping the iP server to keep the iP session alive. Starting in FPH release, this method of extending user's session would not be necessary. In FPH, when the user punches out to supplier site or Exchange site, their iP session may expire. However, upon returning the shopping cart to iP, the user is prompted to log in again to

resume their iP session. This way, they will not lose their shopping cart. 18 Where and how will the mapping E-Commerce Gateway is used. To access E-Commerce Gateway, logon to Core Purchasing of the supplier data to Oracle Applications and navigate to e-Commerce gateway Setup -> Code Conversion -> Define Code iProcurement data be done? Conversion Values. Three types of mapping are done here: Supplier Unit of measure (UOM) Category Note: There is no mapping for currency. The standard for currency is ISO. 19 Where I enter if code conversion is against Oracle Exchange or Supplier? Field key1 should have OracleExchange or Supplier Name. For 11.5.10 see Note 258520.1 - About Oracle Services Procurement in Oracle Supply Chain Management Family Pack J - section Punchout Mapping Enhancements. Category = UOM Direction = IN Key 1 = If punching out from iP to exchange or from iP to cXML supplier via exchange, enter the value in <catalogTradingPartner>. (i.e. OracleExchange) If using iP to XML supplier directly or via exchange, enter the value in <supplierName> (<catalogTradingPartner> element is empty.) Internal value = Internal UOM code, e.g. BOX50

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How do I map external unit of measure?

External 1 = External uom code (value in <supplierUOMType>), e.g. BX External 2 = External uom quantity (value in <supplierUOMQuantity>, optional), e.g. 50 Note: You can map more than one external UOM to a single internal UOM. If Key1 field is not specified and left blank, then the mapping is applicable for all suppliers unless otherwise specified. If Key1 field is specified, the the mapping is supplier or catalog trading partner specific. In the Code Conversion Values form the 'Internal Value' field maps to the unit of measure of 'Name' (i.e. - each) not the unit of measure code (i.e. - ea). Mapping example is: Internal Value - each (not ea) External 1 - EA

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How do I map external categories?

Category = ITEM_CATEGORY Direction = IN Key 1 = If punching out from iP to exchange or from iP to cXML supplier via exchange, enter the value in <catalogTradingPartner>. (i.e. OracleExchange) If using iP to XML supplier directly or via exchange, enter the value in <supplierName> (<catalogTradingPartner> element is empty.)

Internal value = internal ERP category (e.g. MISC.MISC) External 1 = External category name (value in <categoryCode>), e.g. Office supplies) Note: You can map more than one external categories to a single internal category. If Key1 field is not specified and left blank, then the mapping is applicable for all suppliers unless otherwise specified. If Key1 field is specified, the mapping is supplier or catalog trading partner specific. Here is the supplier information section in the OrderLinesDateElements.DTD. <!-- DTD for element SUPPLIER --> <!ELEMENT supplier ((supplierDUNS | supplierTradingPartnerCode), supplierName, contactName?, contactPhone?)> <!ELEMENT supplierDUNS (#PCDATA)> <!ELEMENT supplierTradingPartnerCode (#PCDATA)> <!ELEMENT supplierName (#PCDATA | supplierSite)*> <!ELEMENT supplierSite (#PCDATA)> <!ELEMENT contactName (#PCDATA)> <!ELEMENT contactPhone (#PCDATA)> You can map the external supplier in one of two ways: I. The value provided in <supplierDUNS> or <supplierTradingPartnerCode> can be mapped to EDI location field in core purchasing. Logon to core purchasing, select Purchasing Super User Responsibility Navigate to Supply Base > Suppliers Find Supplier Name then choose Sites

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How do I map external suppliers?

Find Site Name then choose EDI Enter the value from the appropriate supplier element in the EDI Location field: . DUNS Number or . Mapped Trading Partner ID or . Unmapped Trading Partner ID II. Alternatively, the value passed in from <supplierName> and <supplierSite> field can be mapped via the Ecommerce gateway. Use EDI code conversion values definition form (EDI->Setup->Code Conversion->Define Code Conversion Values) to enter the values. Supplier mapping has two steps: supplier name mapping. supplier site mapping. Supplier name mapping --------------------Category = VENDOR_NAME Direction = IN Internal Value = Internal supplier name (as defined in supplier form, value in Vendor_Name in PO_Vendors table) , i.e Staples External 1 = External supplier name (value in <supplierName>) i.e. Staples Corp. Supplier Site Mapping --------------------Category = VENDOR_SITE

Direction = IN Internal Value = Internal supplier site name (as defined in supplier site form, value in Vendor_Site_Code field in PO_Vendors_Sites_All Table), i.e HQ External 1 = External supplier name (value in <supplierName>), i.e. Staples Corp. External 2 = External supplier site name (value in <supplierSite>), i.e. HeadQuarters Note: Key 1 field is left blank in this case. 23 How does iProcurement determine supplier/supplier site match? iProcurement will attempt to find matches for external supplier in the following manner. If EDI location field on Oracle Purchasing exists, then iProcurement will use the value in <supplierDUNS> or <supplierTradingPartnerCode>, whichever is available, and match this value with the value in EDI location field (see above for how to populate the EDI location field). If EDI location field does not exist, iProcurement system will then go to E-Commerce Gateway mapping to look for supplier/supplier site matches using value in <supplierName> field. In either case, if no matches are found, iProcurement system will populate the value in <supplierName> field in the suggested vendor field in the requisition. In the following case, Exchange mapping is not utlizied. IP punching out to XML supplier via exchange In the following two cases, Exchange mapping is utlized. IP punching out to Exchange IP punching out to cXML supplier via exchange

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I understand that Exchange also provide data mapping functionality, if iP is punching out to supplier via Exchange, how can I leverage the mapping functionality on the exchange?

Two types of mapping are available on the Exchange: supplier and unit of measure (UOM). Refer to Exchange on-line user guide to learn more about this feature. Supplier Mapping: Prior to 6.2.2+ release if the supplier has provided DUNS Number on the Exchange, this DUNS number is then populated in the <supplierDUNS> field; if DUNS number has not been provided, <supplierDUNS> is left blank and <supplierTradingPartnerCode> is populated in the manner described below: if trading partner data mapping has been done, the mapped trading partner code (i.e. the value in '<Exchange Name> to my Company' column for the given trading partner) is populated in the <supplierTradingPartnerCode> element. if trading partner mapping has not been done, value in 'Exchange ID' (every registered company on the exchange has an Exchange ID) of the trading partner is populated in the <supplierTradingPartnerCode> element. Starting in 6.2.2+ release, the hierarchy can be modified by the buying organization on the exchange via the punchout preference. 25 How do I obtain the appropriate supplier information? In the following two cases where Exchange mapping is utlized.

IP punching out to Exchange IP punching out to cXML supplier via exchange Follow the steps below to obtain the appropriate supplier information, Login to the Oracle Exchange Site as a company administrator for the buying organization. Navigate to 'Trading Partner Directory'. Query the supplier that you want to have referenced on your requisition in iProcurement. Make a note of the 'DUNS Number' (if any) and the '<Exchange Name> ID' for this trading partner. Navigate to 'Company Admin' tab. Navigate to 'Data Mapping'. Select the radio button next to 'Trading Partner' and click the 'Edit Mapping' button. Query the same supplier that you used in step 3 above. Make a note of the value (if any) in the '<Exchange Name> to my Company' column (the right hand column) for this trading partner (i.e. supplier). In the following case, Exchange mapping is not utlizied. IP punching out to XML supplier via exchange Contact you XML supplier to obtain the appropriate supplier information. 26 Is key1 field for Exchange(OracleExchange) can be different for different Exchanges? Currently no. They have to share the same EDI mappings

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In eCommerce Gateway, are the Key1 through Key5 and External3 through External5 are not used for supplier data mapping. Key2 through Key5 and External2 External2

through External5 fields used? 28 Is there a way to define a default category conversion, i.e. a catchall item category? In other words, if a supplier passes back an item category for which no specific mapping has been created, can this be automatically assigned a specific category, i.e. MISC.MISC? Is there a way to use Supplier Site with more than 15 characters as 11i has the limitation to handle up to 15 characters for this field? How can users create a new punchout catalog to punchout from iProcurement via Exchange or TestExchange to a specific Supplier?

is only used for UOM (optional) and supplier site mapping. Currently there is no way to achieve this.

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Map Supplier Site through E-Commerce Gateway responsibility.

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1. Log in to TestExchange: https://testexchange.oracle.com

2. Buying / Purchases / Control Punchout Access 3. Choose Supplier (e.g.: 'SupplierA') and submit. 4. Log in to iProcurement Catalog Administrator. 5. Manage Content / Catalogs. 6. Create a punchout catalog for punchout to TestExchange: a. Create / Punchout catalog b. Source = Exchange

c. Access Method = Direct punchout (Oracle native XML) d. Company Name = MY COMPANY e. Company ID = <MY DUNS Number> f. Catalog Name = Oracle Test Exchange g . Key 1 = <value to use in eCommerce Gateway for mapping UOM and/or category> h. Punchout URL = https://testexchange.oracle.com/orders/LinkinLogin.jsp i. User Name / Password (the user/password you use to log in to TestExchange). j. Submit to create this catalog. 7. Download punchout definition(s) from Oracle TestExchange: a. Download From Exchange (in iProcurement Catalog Administrator eContent Manager) b. Download Supplier Punchout Definition c. Click the Download icon for the Catalog Name created in step 6 above (the catalog that points to TestExchange). - This will take you to the TestExchange site and will show a list of possible punchout suppliers (takes a few minutes for the page to display). d. Click the Checkbox for the desired supplier, and click the Synchronize Suppliers button to download the punchout definition. - Get confirmation and return to iProcurement. 8. Manage Content / Catalogs - Search for and find the catalog just downloaded - associated to the Source defined in step 6 above. 9. Change the Catalog name if desired to show that this Supplier punchout was downloaded from

TestExchange. e.g.: SupplierA via Oracle TestExchange - Save the revised catalog name 10. Associate the catalog to a store: a. Manage Content / Stores b. Create a new store or edit an existing store. c. Add Catalog. - Choose the Catalog from step 9 above. d. Apply the change. 11. OPTIONAL (only if Realms are used) a. Navigate to Core Apps Purchasing / Setup / ECatalog Admin / Realms b. Search for the realm Menu - View / Query by Example Name = %PUNCH% c. View / Run Query d. See the list of Stores that are viewable in iProcurement. e. Add the New Catalog from Step 9 above to the list of categories. f. Save the Realms change. 12. Navigate to iProcurement and access the new punchout catalog via TestExchange to the supplier site. 31 Basic Setup to Check Configuring Punchout in iP A. Check if following steps were executed in the iP configuration files: 1. Punching out from iProcurement to a secure site also involves making sure the classpath in iProcurement contains the following secure socket layer (SSL) library files:

1.1 Add the following two SSL library files in jserv.properties: wrapper.classpath=<your iAS installation path>/iAS/jlib/jssl_1_1.jar For example:/u06/app/oracle/devora/iAS/jlib/jssl_1_1.jar wrapper.classpath=<your iAS i stallation path>/iAS/jlib/javax-ssl-1_1.jar For example:/u06/app/oracle/devora/iAS/jlib/javax-ssl-1_1.jar 2. Punchout out from iProcurement to a secure site also requires verifying the library path. Verify that the following environment variables contain an absolute path directory name (not just the file name) for libnjssl8.so (for Unix-based systems)or libnjss8.dll (for Microsoft-based systems): Set the path like: / /iAS/lib: in the environment variables (adovars.env): LD_LIBRARY_PATH (used by Sun Unix systems) SHLIB_PATH (used by HP Unix systems) LIBPATH (used by AIX-based systems) PATH (used by Microsoft-based systems) Where the path is a full explicit path of the directory where libnjssl8.so resides. 3. Profile options to be set: POR: CA Certificate File Name If you are punching out to a secure site (including punching out via a secure site), enter the absolute file path of the certificates file that stores the certificates' names that your company will accept. The file should be readable and accessible from the middle tier. If the iProcurement implementation has multiple JVMs, the file should be accessible from all the JVMs. If you want to use the default ca-bundle.crt certificates file, which already includes certificates from various signing authorities, the default absolute path name is [iAS home]/Apache/conf/ssl.crt/ca-bundle.crt.

POR: Proxy Server Name Enter the proxy server (Web server) name if your iProcurement implementation has a proxy setup. The proxy server name is typically the same as the proxy server that is set up in the browsers in your company. For example, www-proxy.company.com. POR: Proxy Server Port Enter the proxy server port of which the proxy server listens,if your iProcurement implementation has a proxy setup. The port is typically the same as the port that is set up in the browsers in your company. For example,80. To set profile options, go to System Administrator responsibility > Profiles.

4 Include at the beginning of your CLASSPATH the files: <your Internet Application Server (iAS)installation path>/iAS/jlib/jssl-1_1.jar For example: /u06/app/oracle/devora/iAS/jlib/jssl-1_1.jar <your iAS i stallation path>/iAS/jlib/javax-ssl-1_1.jar For example: /u06/app/oracle/devora/iAS/jlib/javax-ssl-1_1.jar

5. If using AIX system rename extension of ibmjsse.jar file in / /<your jdk directory>/jre/lib/ext.

B. If still failing, turn debug on in iProcurement 11.5.9 and lower as follows: (OR see Note 290614.1 if using 11.5.10 or higher) (For 11.5.9 and lower)

1 Add the following 3 lines to ssp_init.txt DebugOutput=<path>/Apache/Apache/logs/debug_log DebugLevel=5 DebugSwitch=ON 2 Save the file ssp_init.txt 3 Shutdown iAS 4 Empty out debug.log and error_log files in <path>/Apache/Apache/logs/ to get a clean file 5 Startup iAS 6 Reproduce the issue 7 Check debug and error log files 32 How to Map Supplier Item Number Through Punchout to Item Number in Inventory? Currently, there is no item level mapping for punchout. Typically for inventory goods, extract these items into the iProcurement catalog and host it locally rather than doing a punchout. Furthermore, the maintenance for doing item level mapping could be costly. However, if the supplier enter the SUPPLIER_ITEM_NUM in the XML message returning from the Punchout, and the item number matches to an existing internal item from Master Items, it will link the item in the requisition. For 11.5.10 and 12, the xml that is sent from the supplier should have "buyerItemNumber" tag populated which should be same as the internal item number. If this is populated correctly, then the punch out item will be mapped to internal item correctly.

Following a sample for 11.5.10 and 12: The xml that is sent from the supplier should have "buyerItemNumber" tag populated which should be same as the internal item number. If this is populated correctly, then the punchout item will be mapped to internal item correctly. <itemNumber> <supplierItemNumber> <itemID-ABC-XYZ>/itemID> </supplierItemNumber> <buyerItemNumber> <itemID>123456</itemID> </buyerItemNumber> </itemNumber> This punchout item ABC-XYZ will be mapped to the internal item 123456 as the buyerItemNumber has 123456. 32 When using punchout to retrieve items for shopping cart, the item description contains the item description plus a hyperlink. How to eliminate the link from being loaded into the item description.? This is re-punchout functionality introduced in 11.5.10 as mentioned in the following note: Note 258520.1 Ext/Pub About Oracle iProcurement in Oracle Supply Chain Management Family Pack J Punchout Enhancements For further details on punchout in Family Pack J, including these enhancements, see the Oracle Procurement Buyer's Guide to Punchout and Transparent Punchout. The configuration reference and repunchout features are also documented in the Oracle Procurement Supplier's Guide to Punchout and Transparent Punchout.

Re-Punchout A re-punchout enables the requester or the requester's approver to revisit the configuration details of an item, after the initial punchout. For example, the requester can save the requisition and come back to it later. If re-punchout is allowed, then the item description is hyperlinked so that the requester can click it, punch out to the supplier site (the punchout occurs in a new browser window), and view (not change) the configuration details of the item. Note: Re-punchout is supported by Model 2b: Punchout from Oracle iProcurement Directly to Supplier-Hosted Catalog (cXML) only. For customers upgrading from a previous release, repunchout is not automatically enabled. The supplier needs to enable it by specifying an operation attribute with a value of "inspect" or "edit" in the cXML shopping cart. (Please note that "edit" is treated the same as "inspect").

In iProcurement, the hyperlink can be removed by personalizations as follows: 1. Enable personalizations 2. On shopping cart, where hyperlink is showing for the item, click on Personalize link. 3. Chose ItemDescLink 4. Set Rendered to False 5. Link should not appear anymore How to enable Personalize in OA Framework to the user doing Personalization: 1. Login to System Administrator responsibility 2. Go to Profiles/System 3. Set profile Personalize Self-Service Defn to Yes to the user doing Personalization Note: If item description is blank, contact the supplier and ensure both item description and

item link are being provided in cXML file. 33 How can the punchout be enabled on the Oracle Exchange? As the selling entity: 1. Login to the exchange 2. Choose Selling 3. On the left hand side - choose Setup your punchout 4. At Step 4 - make sure you have allowed access - At this stage the punchout is ready to be utilized by buying entities on the Oracle Exchange

As the buying entity: 1. Login as the buying company 2. Choose Buying 3. Choose the Purchases tab 4. On the left hand side - choose Control Punchout Access - all punchouts available are listed, including the new punchout defined by the seller (see above) 5. Choose the punchouts that the buyer wishes to use and have available to the buying user base 6. Review and Submit - The punchouts are now available for use by the buying company.