Updated on November 15, 2024
Admin users can set a company-wide Punchout Order dollar amount threshold that overrides supplier-specific limits. This feature allows companies to a global threshold at which punchout orders can be automatically processed without requiring buyer review. This threshold can be set for a specified duration based on business needs to ensure that punchout orders are not processed without buyer review for however long an Admin user determines. The override feature is particularly important for times when users are out of office and/or do not want shipments processed for whatever reason.
Punchout thresholds can be set in Tolerances of the Admin role and in the Supplier Detail window of a punchout supplier via the Buyer role. Thresholds can be set in both areas depending on company needs. Below are details of thresholds in both areas, how these settings work with one another, and the feature to override both settings.
Understanding Buyer PO Creation in Tolerances (Admin)
Understanding Punchout Buyer Review at $ in a Supplier Detail Window (Buyer)
Punchout Orders Threshold Override Setting (Admin)
Understanding Buyer PO Creation in Tolerances (Admin)
Tolerances are used to allow flexibility without requiring intervention from a user with the Buyer role before a PO can be processed.
The Buyer PO Creation setting in Tolerances determines if a PO created using a supplier punchout can be automatically submitted to the supplier to process or if the PO must be reviewed by a Buyer before submitting to the supplier:
In Buyer PO Creation, users must add a threshold for which punchout orders can process without Buyer review. In the example above, $500 is added. If a PO submitted via a punchout is $500 or below $500, the PO will automatically be submitted to the supplier to process after clearing approvals. Any POs over $500 will be routed for Buyer review before submitting to the supplier.
Understanding Punchout Buyer Review at $ in a Supplier Detail Window (Buyer)
In addition to Tolerance settings managed by Admin users, Buyers can also adjust the punchout threshold amount for an individual supplier if there are exceptions to the threshold set in Tolerances. Setting the punchout threshold for an individual supplier overrides the Tolerance settings.
In the Buyer role, select the Suppliers tab:
Locate the correct supplier by completing a search via the filter list:
Select Edit in the Action column for the supplier:
The Supplier Detail window opens for the supplier:
A field for Punchout Buyer Review at $ appears on the left of the Supplier Detail window:
In the example above, the Punchout Buyer Review is set at $250 for the individual punchout while the setting for Buyer PO Creation in Tolerances is set at $500. If a PO is submitted using this supplier's punchout is greater than $250 but under $500, the PO will still be routed for Buyer review as the Punchout Buyer Review of $250 overrides the Tolerance setting of $500.
Punchout Orders Threshold Override Setting (Admin)
In the event that punchout orders should not be processed for whatever reason (ex. users are out of office, holiday closure, etc), Admin users can override both Buyer PO Creation settings in Tolerances and Punchout Buyer Review at $ for individual suppliers by enabling Punchout Threshold Override.
This setting allows users to temporarily override Buyer PO Creation in Tolerances and Punchout Buyer Review at $ for individual suppliers without needing to update each individual supplier. Original settings for both areas are in effect when turned Off.
To enable the override, toggle the Punchout Threshold Override setting to On(blue). The threshold for Buyer PO Creation will now be greyed out:
Save any updates in the top right of the page:
After enabling this feature, a new threshold can be added. All punchout orders respect the amount threshold for the new setting only. (ex. Punchout Threshold Override is set to $1, punchout orders greater than $1 will be routed for Buyer review before submitting to the supplier)
On the Supplier Detail window, a note under the threshold for Punchout Buyer Review at $ will indicate that this setting is overridden to the threshold set in override:
When the setting is disabled (toggled Off), the original settings in Tolerances and individual suppliers are in effect.
Tolerances
Punchout Buyer Review at $
