SMART Finance Integration

Online Ordering Overview

general Overview

SMARTFinancehas developed a module called SMARTe-Resources (SMARTeR), which uses the Internet to connect to a vendors’online store. Contained within the module, SMART eR, is the ability to receive and transmit information required to create purchase orders. The information obtained by SMART eR is seamlessly transferred to SMART Finance for the users to create a purchase order. The SMARTeR system uses XML transaction sets (commonly referred to as ‘punch-out’) sent through a secure Internet connection, to exchange information in a standard format.

This document discusses implementation as well as a technical overview.

PROCESS OVERVIEW

The general flow of the SMART Finance online ordering system includes the following steps:

The user logs on toSMARTeR and is authenticated.

The user has access through SMARTeR to your online store.

Your system provides a shopping cart to browse products, add items and checkout.

When the user checks out, your system returns product information to SMART Finance.

The purchase order is created in SMART Finance and is submitted for internal approval.

The purchase order flows through the SMART Finance approval process.

When the purchase order is approved, it is sent electronically to your system.

cXML Punchout Implementation overview

SMART Finance has implemented this moduleof SMARTeR using the cXML version 1.2punch-outspecifications. This specification can be found on the website. A cXML user’s guide is also available at this location.

Your system will need to implement the following cXML functionality:

  1. Punch-Out Setup Request
  2. Validate information sent from SMARTeR
  3. Establish secure connection
  4. Create shopping cart
  5. Punch-OutSetup Response
  6. Return login validation information.
  7. Punch-Out Order Message
  8. Return shopping cart contents including catalog item number, product description, and net price to SMART eR to be transferred into SMART Finance.
  9. Punch-Out Order Request Response
  10. SMART eR will send a completed purchase order to your system for processing. It is expected that no order is saved on the vendors’ side until this point of the punch-out order request response.

Testing and developmentenvironments for cXML integration with SMARTeR should be established. SMART eR uses the 1.2 cXML specification.

Smart Finance contacts

Name / Phone / Email
Stefanie Gades / 320-257-1929 /
Krista Kutzman / 320-257-1930 /

Updated 8/15/2011

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