Order request message (that is purchase order)

This is article five, in a series of five articles:

  1. PunchOut/cXML Process and Design Overview
  2. PunchOut/cXML Configuration and Data Requirements
  3. PunchOut Setup Request and Response
  4. PunchOut Order Message (that is Cart Information)
  5. Order Request (that is Purchase Order) - Current Article

As end users place orders in their procurement/ERP systems, their purchase orders are transmitted to Optimizely via the cXML-based Order Request message. The Customer's Procurement system will technically connect to the Integration Partner's system, so that connection will be established between those two parties.

The Integration Partner will translate the Customer's Order Request message into Insite's standard cXML format and POST that cXML to an B2B endpoint. The endpoint will be located as follows, with a separate endpoint available for each domain setup within the B2B platform:

The PO message should contain all of the necessary data elements to create a single order (such as order header and any line information). Each cXML message should only contain a single order with any number of lines. Each order received can only be shipped to a single location. Each order received will be considered a new order; B2B does not process order changes/updates.

ISC uses the cXML standard for the transmission and processing of purchase order (PO) information, specifically using the Order Request format. The PO would be sent from a customer's procurement system/ERP to B2B Commerce via the Integration Partner and B2B would process the cXML message and submit the order into the client's ERP for fulfillment.

Order request message processing

Order Request cXML data will be composed of both order header and line-level information. Optimizely will translate the cXML into B2B CustomerOrder & OrderLine records that are used to submit the resulting order into the client's ERP for fulfillment. The following diagram provides a high-level overview of the general steps followed by the ISC:

Identify bill-to

Using the From Identity value found in the cXML (or potentially the BillTo addressID) and the Customer records attached to the PunchOut/cXML Customer User, the corresponding Bill-To will be assigned to the Customer Order. Also, the related CustomerOrder.BT* fields will be populated from the B2B Customer Bill-To record.

Refer to this article for the Bill-To identification logic: PunchOut configuration and data requirements. It is found under the heading of cXML/PunchOut Users and Address ID Mapping.

Identify ship-to

Using the Ship-To Address ID found in the cXML and the Customer records attached to the PunchOut/cXML Customer User, an B2B Ship-To record will be attached to the Customer Order. Also, the related CustomerOrder.ST* fields will be populated from the B2B Customer Ship-To record.

For more information on Ship-To identification logic, reference this article: PunchOut Configuration and Data Requirements. The specific reference is found under the heading of cXML/PunchOut Users and Address ID Mapping.

Identify product

For each <ItemOut> node in the cXML, a separate B2B OrderLine record will be created. Comparing various data elements in the cXML node and data within the B2B database, an B2B Product record will attempt to be attached to the B2B OrderLine record (that is OrderLine.ProductId). The following sequential logic is applied to determine the B2B Product, with the next step executing if the previous steps failed in finding a match. A failed match means that zero or 2+ B2B Product records are matched against a given data element.

  1. Product Lookup by <SupplierPartID> cXML Field
    1. Match to Product.ErpNumber (that is ERP Product #)
    2. Match to CustomerProduct.Name (that is Customer Part #)

      The Bill-To Customer determined in the previous step will also be used to locate the Customer Part #.

    3. Match to Product.ManufacturerItem (that is Manufacturer part #)
  2. Item Lookup by Alternate cXML Fields
    1. Match <Extrinsic name="BuyerId"> to CustomerProduct.Name (that is Customer Part #)

      The Bill-To Customer determined in the previous step will also be used to locate the Customer Part #.

    2. Match <Extrinsic name="UPC"> to Product.UPCCode
    3. Match <ManufacturerPartID> to Product.ManufacturerItem AND
    4. <ManufacturerName> to Vendor.Name

      Product.VendorId joins Product to Vendor table

    5. Match <ManufacturerPartID> to Product.ManufacturerItem

If a single B2B Product record is not located during the steps above, then the Item Not Found Product record (that is Application Setting: Punchout_NotOnFileProductName; see Section 1.2.4) is attached to the OrderLine record. When this occurs, the following OrderLine fields are still populated with data from the cXML document:

  • OrderLine.Line as any other line
  • OrderLine.QtyOrdered as any other line
  • OrderLine.UnitOfMeasure as any other line
  • OrderLine.Description from the <Description> element; usually populated from the Product.ShortDescription
  • OrderLine.ActualPrice from the <UnitPrice><Money> element, regardless of the price calculation setting
  • OrderLine.Notes populated with a list of cXML fields used for matching to an B2B Product - the list of cXML fields include supplierId, ManufacturerName, MfgPartNumber, BuyerId, and UPC

Identify unit of measure

Once a given ItemOut Node has been mapped to an B2B Product record, the <UnitOfMeasure> element is compared against the B2B Product.UnitOfMeasure and ProductUnitOfMeasure.UnitOfMeasure. If the cXML value does not match a value within ISC, then the OrderLine will be assigned with the Item Not Found Product.

Identify quantity

The quantity attribute of the <ItemOut> element will be used to determine the OrderLine.QtyOrdered value.

Identify price

Depending on the User Custom Property attached to the PunchOut/cXML Customer User (that is Punchout_AcceptPriceProvided) Application Setting (that is Punchout_DefaultAcceptPriceProvided), the OrderLine price will be set directly from the cXML or will be recalculated within B2B using the given pricing rules used by the site. See Section 1.2.4 for further details around these settings.

If a PunchOut/cXML Customer User is configured to accept the price submitting in the cXML, then the <UnitPrice><Money> value will be passed into the OrderLine.ActualPrice field.

If a PunchOut/cXML Customer User is configured to recalculate price, and the calculated price differs from the price sent in the cXML, then the cXML price will be written to an OrderLine Custom Property named "Unit Price Submitted".

If a Price cannot be determined, then the OrderLine will be assigned with the Item Not Found Product.

Populate miscellaneous order header fields

In addition to the Bill-To & Ship-To data on the B2B CustomerOrder record, the following fields are explicitly mapped from the Order Request cXML message to the B2B CustomerOrder table:

  • Order Date
    • <OrderRequestHeader orderDate> element & attribute populates B2B CustomerOrder.OrderDate
  • Customer PO
    • <OrderRequestHeader><Extrinsic name="CustomerPO"> element populates B2B CustomerOrder.CustomerPO.
  • Requested Ship Date
    • <OrderRequestHeader><Extrinsic name="RequestedShipDate"> element populates ISC
  • Ship Via
    • <OrderRequestHeader><Extrinsic name="ShipVia"> element ultimately populates B2B CustomerOrder.ShipViaId, after executing a lookup against the B2B ShipVia.ERPShipCode field.
  • Order Header Notes
    • <OrderRequestHeader><Comments> element populates B2B CustomerOrder.Notes
  • PDF Attachment
    • <OrderRequestHeader><Extrinsic name="AttachmentFileType">PDF</Extrinsic>
    • <OrderRequestHeader><Extrinsic name="Attachment">[BLOB]</Extrinsic>
    • The [BLOB] value sent in the cXML should be a base-64 version of the original PDF document. This data will be stored in the PunchOutOrderRequestExtrinsic table with a Name = 'PDFattachment' and the Value = [BLOB], but can be viewed as a PDF through the B2B Admin Console. See Section 5.4 for detailed screenshots.

To accommodate for any other Order Header fields to be sent into the cXML and passed into the B2B system, the Application Setting "Punchout_OrderCustomPropertyFields" can be used. This setting will be populated with a comma-separated list of <OrderRequestHeader> level extrinsic field names that will be mapped from the cXML into B2B Custom Properties of the CustomerOrder.

For example, the following extrinsic fields come over in the cXML:

            <OrderRequestHeader>
  <Extrinsic name="OrderType">Quote</Extrinsic>
  <Extrinsic name="JobNumber">Job12345</Extrinsic>
  <Extrinsic name="ShippingLabelComments">Shipping Label Comments Are Populated</Extrinsic>
</OrderRequestHeader>

To get these fields into an B2B Custom Property for the CustomerOrder table, the Application Setting "Punchout_OrderCustomPropertyFields" field would be populated with a value of: 'OrderType,JobNumber,ShippingLabelComments'.

Populate miscellaneous order line fields

In addition to the typical Product, QTY, U of M and Price fields on an OrderLine, the following fields are explicitly mapped from the Order Request cXML message to the B2B OrderLine table:

  • Order Line Notes\
    • <ItemOut><Comments> element populates B2B OrderLine.Notes

Successful vs. error processing cXML

The Application Setting "Punchout_RequiredFields" can be used to set a list of required Order Header fields. This setting should contain a comma-separated list of CustomerOrder properties that are required in order to successfully submit an order to the ERP.

If there is an error processing the cXML order (such as due to required field setting, invalid cXML, and so on), then the status of the Order Request response will be reported as a failure.

The detailed data for all cXML Order Request messages are logged into the B2B Admin Console under Administration > PunchOut > Order Requests. This area of the Admin Console shows a detailed breakdown of the cXML message, including: raw cXML request & response, PDF document (if sent), mapping of extrinsic fields, detailed list of cXML to B2B mapping results, and the order line results. See Section 5.4 for detailed screenshots of the Order Request message logging. Should an Order Request cXML fail due to some type of setup issue, an admin can attempt to resubmit this order under a specific failed Order Request message.

Order request cXML

            <?xml version="1.0"?>
<!DOCTYPE cXML SYSTEM "http://xml.cXML.org/schemas/cXML/1.2.011/cXML.dtd">
<cXML payloadID="2016-08-10T16:29:56-05:[email protected]" timestamp="2016-08-10T16:29:56-05:00" xml:lang="en-US">
  <Header>
    <From>
      <Credential domain="NetworkId">
        <Identity>PunchOutCustomer_ISCUserName</Identity>
      </Credential>
    </From>
    <To>
      <Credential domain="DUNS">
        <Identity>ClientName</Identity>
      </Credential>
    </To>
    <Sender>
      <Credential domain="UserSiteNetworkUserId">
        <Identity>IntegrationPartner_ISCUserName</Identity>
        <SharedSecret>IntegrationPartner_ISCPassword</SharedSecret>
      </Credential>
      <UserAgent>IntegrationPartner</UserAgent>
    </Sender>
  </Header>
  <Request deploymentMode="prod">
    <OrderRequest>
      <OrderRequestHeader type="new" orderID="555666" orderDate="2016-08-29T09:31:48-05:00">
        <Total>
          <Money currency="USD">50.00</Money>
        </Total>
        <ShipTo>
          <Address addressID="102" isoCountryCode="US">
            <Name xml:lang="en">Office Supply Inc - Byrdstown</Name>
            <PostalAddress name="default">
              <DeliverTo>Customer 102</DeliverTo>
              <Street>123 Main St</Street>
              <City>BYRDSTOWN</City>
              <State>TN</State>
              <PostalCode>38549</PostalCode>
              <Country isoCountryCode="US">United States</Country>
            </PostalAddress>
            <Email name="default">[email protected]</Email>
            <Phone name="work">
              <TelephoneNumber>
                <CountryCode isoCountryCode="US">1</CountryCode>
                <AreaOrCityCode>555</AreaOrCityCode>
                <Number>123-4569</Number>
              </TelephoneNumber>
            </Phone>
            <Fax name="work">
              <TelephoneNumber>
                <CountryCode isoCountryCode="US">1</CountryCode>
                <AreaOrCityCode></AreaOrCityCode>
                <Number></Number>
              </TelephoneNumber>
             </Fax>
          </Address>
        </ShipTo>
        <BillTo>
          <Address addressID="" isoCountryCode="US">
            <Name xml:lang="en">Customer 100</Name>
            <PostalAddress name="default">
              <Street>665 MAINSTREAM DRIVE</Street>
              <City>NASHVILLE</City>
              <State>TN</State>
              <PostalCode>37228</PostalCode>
              <Country isoCountryCode="US">United States</Country>
            </PostalAddress>
          </Address>
        </BillTo>
        <Comments></Comments>
        <Extrinsic name="CustomerPO">Conexiom_QA_TestCase_02a</Extrinsic>
        <Extrinsic name="RequestedShipDate">9/1/2016</Extrinsic>
        <Extrinsic name="ShipVia">UPSG</Extrinsic>
        <Extrinsic name="OrderType">Quote</Extrinsic>
        <Extrinsic name="JobNumber">Job12345</Extrinsic>
        <Extrinsic name="ShippingLabelComments">Shipping Label Comments Are Populated</Extrinsic>
        <Extrinsic name="AttachmentFileType">PDF</Extrinsic>
        <Extrinsic name="PDFattachment">[BLOB]</Extrinsic>
      </OrderRequestHeader>
      <ItemOut lineNumber="1" quantity="2" requestedDeliveryDate="">
        <ItemID>
          <SupplierPartID>ZZZZ</SupplierPartID>
          <SupplierPartAuxiliaryID></SupplierPartAuxiliaryID>
        </ItemID>
        <ItemDetail>
          <UnitPrice>
            <Money currency="USD">799</Money>
          </UnitPrice>
          <Description xml:lang="en">Sound Board</Description>
          <UnitOfMeasure>EA</UnitOfMeasure>
          <Classification domain="UNSPSC"></Classification>
          <ManufacturerPartID></ManufacturerPartID>
          <ManufacturerName></ManufacturerName>
          <Extrinsic name="UPC"></Extrinsic>
          <Extrinsic name="BuyerId">CUST24612</Extrinsic>
        </ItemDetail>
        <Comments>Line 1 Line Notes</Comments>
      </ItemOut>
      <ItemOut lineNumber="2" quantity="3" requestedDeliveryDate="">
        <ItemID>
          <SupplierPartID></SupplierPartID>
          <SupplierPartAuxiliaryID></SupplierPartAuxiliaryID>
        </ItemID>
        <ItemDetail>
          <UnitPrice>
            <Money currency="USD">450</Money>
          </UnitPrice>
          <Description xml:lang="en">Violin Full Size</Description>
          <UnitOfMeasure>EA</UnitOfMeasure>
          <Classification domain="UNSPSC"></Classification>
          <ManufacturerPartID></ManufacturerPartID>
          <ManufacturerName></ManufacturerName>
          <Extrinsic name="UPC">888888888888</Extrinsic>
          <Extrinsic name="BuyerId"></Extrinsic>
        </ItemDetail>
        <Comments>Line 2 Line Notes</Comments>
      </ItemOut>
      <ItemOut lineNumber="3" quantity="4" requestedDeliveryDate="">
        <ItemID>
          <SupplierPartID>XXXXX</SupplierPartID>
          <SupplierPartAuxiliaryID></SupplierPartAuxiliaryID>
        </ItemID>
        <ItemDetail>
          <UnitPrice>
            <Money currency="USD">129</Money>
          </UnitPrice>
          <Description xml:lang="en">Database-Manager</Description>
          <UnitOfMeasure>EA</UnitOfMeasure>
          <Classification domain="UNSPSC"></Classification>
          <ManufacturerPartID>MFG2003</ManufacturerPartID>
          <ManufacturerName>ACME</ManufacturerName>
          <Extrinsic name="UPC"></Extrinsic>
          <Extrinsic name="BuyerId"></Extrinsic>
        </ItemDetail>
        <Comments>Line 3 Line Notes</Comments>
      </ItemOut>
    </OrderRequest>
  </Request>
</cXML>

Order request field mapping

The table below includes some of the most important cXML data elements required to process an order into a client's ERP. However, the sample cXML in the previous section contains additional format and field information.

Field mapping: Purchase order/order request

Field Name

cXML Element/Attribute

Destination Commerce Table.Field

Notes

Payload ID

<cXML payloadID>

Dynamic Unique Value

Unique value for each cXML document used for locating a particular cXML dataset.

From Identity

<Header><From><Credential><Identity>

Static Value

Used to Set: CustomerOrder.CustomerID

& CustomerOrder.BT*

Represents the Customer from which the Order originated. From a business perspective, it will correlate with a client's Bill-To customer.

This value will need to tie back to the Username field on a User record in the B2B platform, which will determine the Bill-To of the order.

To Identity

<Header><To><Credential><Identity>

Static Value

Represents the Client to which the Setup Request is sent. This will always be the client name, and does NOT tie back to an B2B Username.

Sender Identity

<Header><Sender><Credential><Identity>

Static Value

Represents the system sending the message to ISC. From a process perspective, it will represent the client system sending the message to B2B (such as Integration Partner).

This value will need to tie back to the Username field on a User record in the B2B platform.

Sender Shared Secret

<Header><Sender><Credential> <SharedSecret>

Static Password

The B2B password associated with the Username sent in the <Header><Sender><Credential><Identity> field. Technically used to validate that the Setup Request sent to B2B is from a valid source.

Order Date

<OrderRequestHeader orderDate>

CustomerOrder.OrderDate

 
Bill-To Address ID <BillTo><Address addressID> CustomerOrder.CustomerId & CustomerOrder.BT* The BillTo addressID may be optionally used to determine the Customer from which the order originated. This will only be used if a given Username is attached to multiple Bill-To records.

Ship-To Address ID

<ShipTo><Address addressID>

CustomerOrder.ShipToID & CustomerOrder.ST*

Using the Address ID to Customer Mapping table, locate the client's ERP ship-to and corresponding bill-to.

Ship-To Address Info

<ShipTo><Address><...>

N/A

The actual ship-to address information submitted in the cXML is only used if an AddressID match is not made. If that is the case, then the cXML address data is submitted into the order notes.

Customer Purchase Order #

<OrderRequestHeader> <Extrinsic name="CustomerPO">

CustomerOrder.CustomerPO

  

Requested Ship Date

<OrderRequestHeader> <Extrinsic name="RequestedShipDate">

CustomerOrder. RequestedShipDate

 

Ship Via

<OrderRequestHeader> <Extrinsic name="ShipVia">

CustomerOrder.ShipViaId

Using the cXML value, a match to ShipVia.ErpShipCode is made.

Order Header Notes

<OrderRequestHeader> <Comments>

CustomerOrder.Notes

 

Document Type

<OrderRequestHeader> <Extrinsic name="AttachmentFileType">

N/A

 

Document BLOB

<OrderRequestHeader> <Extrinsic name="PDFattachment">

PunchOutOrderRequestExtrinsic. Name = ‘PDFattachment'

PunchOutOrderRequestExtrinsic. Value = [BLOB]

Value is a base-64 version of the original PDF.

Order Line #

<ItemOut lineNumber>

OrderLine.Line

 

Order Quantity

<ItemOut quantity>

OrderLine.QtyOrdered

 

Client's ERP Part #

<ItemOut><ItemID><SupplierPartID>

OR

<ItemOut><ItemDetail><Extrinsic name="BuyerId">

OR

<ItemOut><ItemDetail>< Extrinsic name="UPC">

OR

<ItemOut><ItemDetail><ManufactuerPartID>

<ItemOut><ItemDetail><ManufacturerName>

OR

<ItemOut><ItemDetail><ManufactuerPartID>

OR Application Setting "Punchout_NotOnFileProductName"

OrderLine.ProductId

See Section 5.1 for further details on the sequencing & logic around Identifying an B2B Product from the cXML data.

Unit of Measure

<ItemDetail><UnitOfMeasure>

OrderLine.UnitOfMeasure

 

Unit Price

<ItemDetail><UnitPrice><Money>

OR

ISC- Calculated

OrderLine.ActualPrice

See Section 5.1 for further details on how B2B will determine the price.

Order Line Notes

<ItemOut><Comments>

OrderLine.Notes