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Supply chain | Supply Chain Management, Commerce
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Punch-out solution for external catalogs

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Posted on by 45

Hi all,

Anyone have experience in using punch-out solution for external catalogs?

I am currently trying to set a test example up for a customer, but are unable to access the external vendors URL from the Purchase requisition form using the "external catalog"

I am completely new in this functionality. Is there any requirement which have to be setup at the customers end? I just tested it with a random URL, but this might not be possible or what?

BR,

Mads

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  • Suggested answer
    Hana Xue Profile Picture
    Microsoft Employee on at

    Hi Mads,

    A related article was found for you. The article describes information on setting up an external vendor catalog and configuring an external vendor catalog.

    To set up an external vendor catalog, the following tasks also need to be completed (these are all mentioned in the article):

    1. Set up a procurement category hierarchy. For more information, see Set up policies for procurement category hierarchies.
    2. Register the vendor in Supply Chain Management. Before you can set up configurations to access an external vendor's catalog, you must set up the vendor and the vendor contact in Microsoft Dynamics 365. The external catalog's vendor must also be added to the selected procurement category. For more information about registering vendors, see Manage vendor collaboration users. For information about how to assign vendors to a procurement category, see Approve vendors for specific procurement categories.
    3. Make sure that the units of measure and the currency that the vendor uses are set up. For information about how to create a unit of measure, see Manage units of measure.
    4. Configure the external vendor catalog by using the requirements for your vendor's external catalog site. For more details about this task, see Configure the external vendor catalog.
    5. Test the vendor's external catalog configurations to verify that the settings are valid and that you can access the vendor's external catalog. Use the Validate settings action to validate the request setup message that you've defined. This message should cause the vendors external catalog site to be opened in a browser window. During validation, you can't order items and services from the vendor. To order items and services, you must access the vendor's catalog from a purchase requisition.
    6. Activate the external catalog by using the Activate catalog button on the External catalogs page. The external catalog must be activated before employees can use it. You can inactivate the external catalog at any time.

    Set up an external catalog for PunchOut e-procurement - Supply Chain Management | Dynamics 365 | Microsoft Learn

    Best Regards,

    Hana

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