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Configuration for Punch Out Access

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4 comments

  • Halima Duncan

    Thank you for the quick reply Kay!

     

    I think I didn't give enough detail in my previous question.

     

    I had created a user group to grant Punchout Access to users who otherwise have template only access to requisitions.

     

    I did this by adding the "Punchout Access" to a new user group, and then applying this group to the template only users.

     

    This did not grant them access -- Punchout is still unclickable for them.

     

    Are there other access rights that must be granted to allow a template only user to also use the Punchout?

     

     

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  • Kay Capell

    Halima

     

    Templates are not items that can be used along with punchouts.

     

    Punchouts by design are to be used EACH time an order is raised. The end user will need to select the items via the punchout on line catalog to establish the order as one that is then sent electronically to the supplier. Templates unfortunately will not have the ability to "punchout" as they are merely a shopping list for an end user to select products from.

     

    As a result punchout access requires the user to not use templates for these types of purchase requisition creation.'

     

     

    Kay Capell

     

     

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  • Halima Duncan

    Understood; I was looking for a way to make users, who previously only had access to templates, have access to creating requisitions and use the Punchout feature.

     

    I believe the access right needed for this is "Can Create Requisitions Directly" access.

     

    Thanks!

     

    H

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  • Kay Capell

    Halima

     

    Happy Monday! Great question. Access to punchouts can be found under user group permissions for Requisition, you can reference the article here https://fc.force.com/customer/s/article/Purchasing-Inventory-Changing-Requisition-Access-Rights-in-User-Groups. You will see that there is an access right specifically called "punchout access".

     

    Let us know if any further questions arise!

     

    Kay Capell

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