Template Selection Guide

Choose the template from the cart document the buyer expects, not from the procurement brand alone.

1. Choose protocol

  • Use OCI when the buyer opens the shop with OCI parameters and expects indexed NEW_ITEM-* form fields back.
  • Use cXML when the buyer sends a PunchOutSetupRequest and expects a PunchOutOrderMessage back.

2. Choose an outbound starting point

Buyer contract Start with Add or change when
Generic OCI oci_outbound_core Copy selected rules from oci_outbound_extended for extra fields.
SAP OCI 4 sap_oci_v4_outbound_core The buyer explicitly accepts a different field/version set.
SAP OCI 5 sap_oci_v5_outbound_core Use hierarchy fields only when requested.
Generic cXML cxml_outbound_core Add selected level-2 enrichment rules when requested.
SAP Ariba-oriented cXML ariba_cxml_outbound_core Move to level 2 for buyer-required manufacturer/extrinsic data.
Coupa-oriented cXML coupa_cxml_outbound_poom_1_2_023 Change versions or fields to match the buyer's current specification.
Oracle-oriented cXML oracle_cxml_outbound_1b_core Add or remove extrinsics according to the tenant contract.

Do not assign an inbound template to a buyer. Inbound fixtures are catalog/reference records in the current core and are not executed by the setup controllers.

3. Decide whether strict is appropriate

A strict template marks every supplied rule mandatory. It is useful only when the buyer rejects incomplete rows and Magento reliably contains every value.

Strict mapping does not mean stricter authentication. Request signing, IP restrictions and transport authentication are configured separately.

4. Validate the copied profile

  1. Copy the template into a new outbound profile.
  2. Remove fields the buyer does not accept.
  3. Map required fields to maintained Magento data.
  4. Test products with missing optional attributes, decimal quantities and buyer-specific prices.
  5. Inspect the generated payload and have the procurement system accept it.
  6. Keep the runtime copy stable; do not edit the synchronized template for project-specific behavior.

See the Templates Overview for the current template catalog.