Settings and Requirements

Owned by Alina Golovko
Last updated: May 25, 2023 by Chellie Esters

Supplier Configuration

Once you have chosen your suppliers, complete the following steps:

  • Compliance Manager. The supplier should be invited, onboarded and added to your Compliance Manager Network. See Compliance Manager for more information.
  • Agreement. The supplier should review and sign the ServiceChannel Supplier Agreement.
  • Integration. When you choose a punchout supplier, specific configuration and integration is required between ServiceChannel and the supplier. 

To view more integration details, expand the sections below:

 cXML Punchout Requirements

The punchout from Supply Manager to the supplier's online store requires the following credentials for both test (sandbox) and Production environments:  

  1. URL / Endpoint to send request to  
  2. Username 
  3. Shared Secret / Password 
 cXML Sample Punchout

<cXML xml:lang='en-US' payloadID='some_value' timestamp='2015-04-02T02:15:14-04:00' version='1.2.008'> 

<Header> 

<From> 

<Credential domain='NetworkId'> 

<Identity>servicechannel</Identity> 

</Credential> 

</From> 

<To> 

<Credential domain='NetworkId'> 

<Identity>supplier _value</Identity> 

</Credential> 

</To> 

<Sender> 

<Credential domain='NetworkId'> 

<Identity>identity_value</Identity> 

<SharedSecret>password_value</SharedSecret> 

</Credential> 

<UserAgent>CatalogTester</UserAgent> 

</Sender> 

</Header> 

<Request> 

<PunchOutSetupRequest operation='create'> 

<BuyerCookie>1</BuyerCookie> 

<Extrinsic name='UniqueName'>user_name – client_name</Extrinsic> 

<Extrinsic name='Country' /> 

<Extrinsic name='Company' /> 

<Extrinsic name='Plant'>PLANT CODE</Extrinsic> 

<Extrinsic name='CostCenter' /> 

<Extrinsic name='CatalogID'>catalog_id</Extrinsic> 

<Extrinsic name='SubscriberID'>subscriber_id</Extrinsic> 

<Extrinsic name='StoreNumber'>store_id</Extrinsic> 

<Extrinsic name='UserOrgDept'> subscriber_id _ store_id </Extrinsic> 

<BrowserFormPost> 

<URL>http://supplyclicktest.servicechannel.com/opc/punchoutInbound/punchoutInbound/Suppliername001Pclientname001_Punchout_suppliername</URL> 

</BrowserFormPost> 

<ShipTo> 

<Address addressID='some_value'> 

<Name xml:lang="en-US">location_name</Name> 

<PostalAddress name="location_name"> 

<DeliverTo> UserName_ClientName </DeliverTo> 

<Street >location_street</Street> 

<City >location_city 

<City /> 

<State>location_state</State> 

<PostalCode > location_zip 

</ PostalCode > 

<Country isoCountryCode="US"> location_country </Country> 

</PostalAddress> 

</Address> 

</ShipTo> 

</PunchOutSetupRequest> 

</Request> 

</cXML> 

 cXML Sample Purchase Order Integration code

<?xml version="1.0" encoding="us-ascii"?> 

<!DOCTYPE cXML SYSTEM "http://xml.cxml.org/schemas/cXML/1.2.008/cXML.dtd"> 

<cXML timestamp="2015-03-03T11:50:03-05:00" version="1.2.0025" payloadID="83405d3c-46a1-4a90-b72b-a86c7f85ee18" xml:lang="en-US"> 

<Header> 

<From> 

<Credential domain="NetworkId"> 

<Identity>client_identity</Identity> 

</Credential> 

</From> 

<To> 

<Credential domain="NetworkId"> 

<Identity>supplier_identity</Identity> 

</Credential> 

</To> 

<Sender> 

<Credential domain="NetworkId"> 

<Identity>identity_value</Identity> 

<SharedSecret>password_value</SharedSecret> 

</Credential> 

<UserAgent>ServiceChannel Agent</UserAgent> 

</Sender> 

</Header> 

<Request> 

<OrderRequest> 

<OrderRequestHeader orderID="some_value" orderDate="2015-03-03T11:16:10-05:00" type="new"> 

<Total> 

<Money currency="USD">some_value</Money> 

</Total> 

<ShipTo> 

<Address addressID="some_value"> 

<Name xml:lang="en-US">location_name</Name> 

<PostalAddress name="location_name"> 

<DeliverTo> UserName_ClientName </DeliverTo> 

<Street >location_street</Street> 

<City >location_city 

<City /> 

<State>location_state</State> 

<PostalCode > location_zip 

</ PostalCode > 

<Country isoCountryCode="US">location_country</Country> 

</PostalAddress> 

</Address> 

</ShipTo> 

<BillTo> 

<Address addressID="some_value"> 

<Name xml:lang="en-US">location_name</Name> 

<PostalAddress name="location_name"> 

<DeliverTo> UserName_ClientName </DeliverTo> 

<Street >location_street</Street> 

<City >location_city 

<City /> 

<State>location_state</State> 

<PostalCode > location_zip 

</ PostalCode > 

<Country isoCountryCode="US"> location_country </Country> 

</PostalAddress> 

</Address> 

</BillTo> 

<Extrinsic name="SubscriberID">subscriber_id</Extrinsic> 

<Extrinsic name="StoreNumber">store_id</Extrinsic> 

<Extrinsic name="UserOrgDept">subscriberid-store_id</Extrinsic> 

</OrderRequestHeader> 

<ItemOut quantity="3" lineNumber="0"> 

<ItemID> 

<SupplierPartID>132-1085</SupplierPartID> 

<SupplierPartAuxiliaryID>2282134</SupplierPartAuxiliaryID> 

</ItemID> 

<ItemDetail> 

<UnitPrice> 

<Money currency="USD">some_value</Money> 

</UnitPrice> 

<Description xml:lang="en-US">LOCK, CYLINDER (S/S FACE)</Description> 

<UnitOfMeasure>EA</UnitOfMeasure> 

<Classification domain="SupplierPartID">132-1085</Classification> 

</ItemDetail> 

</ItemOut> 

</OrderRequest> 

</Request> 

</cXML> 

  • Catalog. If you opt to use a hosted catalog for a supplier, you will need to provide a basic Excel file catalog template with all item information that will be loaded on the ServiceChannel side.

Inside Supply Manager

After getting Supply Manger enabled and all basic arrangements with the supplier are worked out, it’s time to think about your Supply Manger workflow, such as: 

  • Which users will need access to the Supply Manager? 
  • Which Dashboards will need Supply Manager access? 
  • What name will Supply Manager have in your Dashboard menu(s) (ex. Supply Order, Parts Ordering, Request Replacements and Parts, Order Fixtures, etc.)? 
  • Do you want users to provide feedback/confirm receipt after orders have been fulfilled by suppliers? 
  • Where do you want orders to go when they are created? 
    • All orders are sent directly to the supplier, regardless of total order NTE. 
    • Route based on total order NTE: to supplier if the total order NTE is below NTE and route for internal review first if order is over NTE. 
  • Do you want the supplier to manage the order status updates and shipping info in the UI, or do you want orders to auto-close with no involvement from the supplier? 
  • Do you want the supplier to invoice through ServiceChannel? 

After you have answered the questions above, please contact your ServiceChannel representative for further steps. 

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