Overview
Once you have set up the Full Procurement Integration (formerly Procure-to-Pay), you can map and sync vendor costs from provider catalogs to your pricebook. Mapping your content to a provider's catalog lets you stay current with future updates.
Who uses this feature
Administrators and managers
This feature is available to select suppliers and is subject to change. For more information, contact your success manager or implementation specialist to see if the feature is in closed beta.
Note: Costs will be available immediately after the account is set up for certain suppliers that have Real-Time Pricing enabled. However, this doesn't apply to the historical Full Procurement Integration suppliers: R.E. Michel, Consolidated Supply, Gensco, Moore Supply (Hajoca), Johnstone Supply, Coburn, Trane/American Standard.
Things to know
The Map to provider option is unavailable for Ferguson and Winsupply integrations. Instead, you can use the Upload purchase history feature to add recently purchased items more efficiently to your pricebook.
If you map the items by mistake, you can unmap them using the History Log. For more, see Unmap provider catalogs from your pricebook.
View real-time pricing directly in the catalog view
For suppliers with Real-Time Pricing enabled, you can now view live costs while browsing the vendor catalog. This becomes available once the account setup is complete. This eliminates the need to add or map items first and speeds up the process by reducing wait time for system syncs.
To check real-time pricing directly in the catalog view:
Go to the navigation bar and click Pricebook.
In the side panel, go to Pricebook Connect > Catalogs.
Select a provider.
In the Categories section that opens, select a category.
In the new section that opens, hover over a category subitem and click Show Details to open a pop-up with cost information.
Note: This doesn't apply to the following Full Procurement Integration suppliers: R.E. Michel, Consolidated Supply, Gensco, Moore Supply (Hajoca), Johnstone Supply, Coburn, Trane/American Standard. The workflow for these suppliers is explained in the next section.
View and download historical supplier costs in the catalog
To see your costs from the historical suppliers, the Full Procurement Integration must be set up and you must first map your pricebook items to the provider catalog by using the Map to Provider (if applicable) or Upload Purchase History button. Once an item is mapped to your Pricebook, the cost is visible for mapping and browsing the catalog. To download the cost to your pricebook for mapped items, use mapping or select the cost updates for these items in Pricebook Connect.
View synced vendor costs in your pricebook
After mapping your pricebook to a provider catalog and downloading cost, you can see the synced vendor information in your pricebook.
Note: Cost syncs only for items that you have mapped. When you map a pricebook item, you can view cost on the Updates page. For more information, see Update your pricebook with Pricebook Connect.
To view the synced vendor information in your pricebook:
Go to the navigation bar and click Pricebook.
In the side panel, click Equipment or Materials.
The Equipment or Materials screen opens.
You can view the item cost in the Vendor section. If you have a supplier subaccount pricing for the item, you can see it by scrolling down to the Vendor section of the Details tab and clicking Subaccounts at the end of a vendor row.
