System integrations
Connect orders, invoices, and the systems that handle them.
LI B2B helps Long Island businesses connect applications and exchange documents with customers and suppliers. Start with the record you need to move, the systems involved, and the requirement holding up the work.
Which connection do you need?
A customer requires EDI or cXML
Identify the purchase orders, invoices, acknowledgments, or shipping documents they expect and how they approve a test.
A buyer requests PunchOut
Separate catalog shopping and cart return from the later order and invoice exchanges.
Your team enters the same record twice
Check the applications’ existing connectors, APIs, or file imports before commissioning custom work.
Example: a buyer sends a purchase order
Illustrative workflow, not a customer result
- 1
Receive
The buyer sends an order through the agreed connection.
- 2
Check
Match the buyer’s item codes, quantities, and delivery details to the supplier’s fields.
- 3
Review exceptions
An unmapped item or duplicate order goes to the designated order owner before import.
- 4
Record
Accepted data enters the order system. The operating record shows what passed and what needs attention.
Order acceptance, acknowledgments, shipment notices, and invoices need their own agreed rules. Importing one order does not prove the entire purchasing process works.
Agree what will be delivered
A useful integration scope identifies the field map, test cases, accepted exchange, exception owner, and operating instructions. Confirm which of these the project includes before work starts.
The source system, buyer requirements, and access to a test environment determine what can be built and tested. Trading-partner approval may depend on the buyer's team.
Bring these to the first discussion
- The two systems and the document or event to connect.
- The buyer's implementation guide or onboarding questionnaire.
- A description of the required fields and any deadline.
- The people responsible for testing and exceptions.
Use the public form for a description. Arrange a separate channel for credentials or customer data.
Related: How it works · Workflow automation · EDI, cXML, and punchout guide
Questions, answered.
Is PunchOut the same as receiving a purchase order?
No. PunchOut returns a shopping cart to the buyer’s purchasing application. Buyer approval and subsequent purchase-order transmission are separate steps. A successful cart return does not validate order or invoice exchange.
Do we need to replace our current software?
Check the applications’ native connectors, APIs, and file imports first. Custom work may be needed when required fields, document formats, or approval rules do not match the existing tools.
What should the integration scope include?
Name the systems, transactions, required fields, test cases, acceptance reviewers, and exception owners. Agree which maps, test results, operating instructions, and ongoing responsibilities are included.
Can you connect to Coupa, Ariba, or SAP?
LI B2B evaluates the buyer’s integration requirements and the supplier’s current system. Platform names describe possible buyer environments, not a certification or partnership. Compatibility and testing requirements must be checked for the particular project.
Start with the requirement
Describe the buyer request or repeating handoff, the systems involved, and any deadline.