Costpoint Online Help

Punchout Tab

Use this tab to configure punchout settings for a vendor.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.1 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

Contents

Field Description
Punchout Vendor

Enter, or click to select, e-commerce platform of the punchout vendor.

The Lookup of this field displays records set up on the Punchout Vendor Integration subtask of the Manage System Integration Accounts screen.

Punchout Maximum Amount

Enter the maximum purchase amount per punchout transaction.

Punchout Vendor Enabled

Select this checkbox to enable the vendor for punchout transactions. You can select this checkbox only for vendors that are not enabled for Supplier Portal.

Invoice Integration Settings

Use this group box to set up the invoice integration functionality.

Field Description
Enable Invoice Integration

Select this checkbox to automatically generate invoices for punchout transactions with this vendor. This checkbox is enabled only if Punchout Vendor Enabled is selected.

Invoice Notification Settings

Use this group box to configure invoice notification settings. The fields are enabled only if Punchout Vendor Enabled is selected.

Field Description
Enable Invoice Notification

Select this checkbox to automatically send an email notification when an invoice is generated.

Email

Enter an email address to which invoice notifications will be sent.