Administration > Maintenance > Vendor Info
The Vendor Info Maintenance page is used with Requisition, Request for Quote and PunchOut modules to establish settings and use for Vendors and configure how your environment interacts with those vendors.
The use of Vendor Info will vary with WorkPlace installed modules and Interfaces.
How and Where used:
Requisition Review SessionRequisition Review Session
In all client environments the WorkPlace Review session provides the capability to automatically eMail the purchase order to your selected vendors.
Pre-requisites:
The System Settings > Vendor eMail Tab
Request for QuoteRequest for Quote
This form is used to select and establish the vendor that can/will be used with the WorkPlace RFQ Module
Pre-Requisites:
RFQ Vendor Login and Password established on the SQL Server and input into the Web.config file (refer to the WorkPlace installation guide for additional information).
System Settings > RFQ Tab Ensure Refresh button has been selected.
Vendor PunchOutVendor PunchOut
This form is used to input the parameters provided by your Vendor(s) for Security, Web site and item selection, as well as establishing specific parameters for the cXml packet that is sent to your Vendor(s).
Select an existing Vendor ID from the zoom window. Vendors are established within Microsoft Dynamics GP and must exist prior to attachment on this page.
Enter the vendor login established on the SQL Server and entered into the web.config file. This establishes vendor interface in conjunction with the RFQ add-on module. If not interfaced with the RFQ module, this field should be left blank. System Settings. must also be configured for use with this feature.
Enter the vendor password established on the SQL Server and entered into the web.config file during product installation. This establishes vendor interface in conjunction with the RFQ add-on module. If not interfaced with the RFQ module, this field should be left blank. System Settings must also be configured for use with this feature.
Select this checkbox to activate the selected vendor for interface with the Request for Quote module. If not interfaced with the RFQ module, this field should be left blank. System Settings must also be configured for use with this feature.
Select this checkbox to automatically eMail the Purchase order to the selected vendor when created from review or from requisition detail. The ability to view/print Purchase Orders must also be enabled for the user in user security.
Enter the eMail address for this vendor.
Enter an eMail carbon copy address for this vendor, if desired.
Enter an eMail blind carbon copy address for this vendor, if desired.
Select the format HTML or text for the eMail sent to the selected vendor.
If not interfaced with the WorkPlace PunchOut add-on module, this page should be left blank.
Client Certificates(s)
When using Client Certificates over SSL with a Vendor for PunchOut it is required to attach the Public Client Certificate to the Vendor using this Link. The Public Certificate will end with a .cer extension and should be exported from the certificates add-on via the mmc console. See the "Installing and Troubleshooting SSL Client Certificates.pdf" document for more information on Client Certificate Setup.
Enter the Company from identity, this information will be provided from your vendor for access to their on-line catalog. The vendor must first be selected on the General Tab. If not interfaced with the WorkPlace PunchOut add-on module, this field should be left blank.
Enter the sender identity, this information will be provided from your vendor for access to their on-line catalog. The vendor must first be selected on the General Tab. If not interfaced with the WorkPlace PunchOut add-on module, this field should be left blank.
Enter the Company to identity, this information will be provided from your customer for access to their on-line catalog. Your customer must first be selected on the General Tab. If not interfaced with the WorkPlace PunchOut add-on module, this field should be left blank.
Enter the password for the vendor on-line catalog, this information will be provided from your vendor for access to their on-line catalog. The vendor must first be selected on the General Tab. If not interfaced with the WorkPlace PunchOut add-on module, this page field be left blank.
Select this checkbox to activate the selected vendor for PunchOut. If not interfaced with the PunchOut module, this field should be left blank.
Enter or select a valid starting date for PunchOut. This date will default to the current date when the PunchOut Enabled option is selected to control the point in time when Orders will be sent to the Vendor via cXML. Purchase Orders created before this date for the Vendor (i.e. before the PunchOut relationship was established) will not be sent via cXML.
Enter the on-line catalog address for the selected vendor, this information will be provided from your vendor for access to their on-line catalog during requisition entry. The vendor must first be selected on the General Tab. If not interfaced with the WorkPlace PunchOut add-on module, this field should be left blank.
Enter the on-line address for Order Placement with the selected vendor, this information will be provided from your vendor for access to electronically place the order from requisition review. The vendor must first be selected on the General Tab. If not interfaced with the WorkPlace PunchOut add-on module, this field should be left blank.
Identify the proper data coding format for data communication with the on-line catalog.
Protocol to use when punching out to a HTTPS / SSL web site. The default is "BOTH", on pre-IIS7 web servers the SSL 3.0 will be tried first and then the TLS, IIS7 and later does the reverse. in some cases when the TLS is attempted first the vendors web site will terminate the connection and an error message such as "The underlying connection was closed: An unexpected error occurred on a send.". If this occurs then the first step should be to specify "SSL 3.0" in this field and try again.
The PunchOut module lists the same Entry Fields on each of the following four tabs:
Select this checkbox if your customer or vendor does not supply specific packet information.
If this box is checked, the code in the text box below will be ignored.
Specify custom cXML code in this box when not using the default option above.
Pastes default cXML code into the text box for viewing or editing
If interfaced with the WorkPlace Portal this tab will appear, otherwise this tab is not visible. This tab is used for adding and maintaining Vendor Portal users for the selected Vendor.
Add User from Portal
Clicking this will take the user out to the WorkPlace Portal to setup a new vendor contact or to select an already existing contact. This button is only visible when using the WorkPlace Portal.
Checking this will remove the contact from the selected vendor.
eMail of contact as setup in the WorkPlace Portal and where the RFQ will be sent to.
First name of contact as setup in the WorkPlace Portal..
Last name of contact as setup in the WorkPlace Portal.