Jaggaer Punchout Catalog

What is a punchout catalog? 

A punchout catalog allows you to submit requisition orders for items at the negotiated contract price. You “punch out” to an external ordering system hosted by the catalog company and then bring the items back into your “cart” in Jaggaer, where you complete and submit a requisition.

Why should I use a punchout catalog? (I usually order from the company website using a P-Card or through Bronco Hub.)

We strongly encourage you to use Jaggaer Punchout Catalogs for the suppliers mentioned above rather than purchasing directly from the websites using P-Card. 

• Using the Jaggaer Punchout Catalogs:
  • will guarantee that campus users access the correct contract and get contract pricing;
  • does not require reconciliation after the order is placed
  • includes an approval workflow (based on the Standard Approval Workflow Matrix) prior to the creation of a Purchase Order (PO).

• Jaggaer Punchout Catalogs include catalogs for the following companies: 
  • • Anixter, B&H Photo, Fisher Scientific, Grainger, Henry Schein, Medline, ODP Business Solutions (Office Depot), Staples, The Home Depot, and McKesson.
  • Ordering from Jaggaer Punchout Catalog creates requisitions and POs. (P-Cards are not used in Jaggaer Punchout Catalog, at this time.)
  • Requisitions through Jaggaer follow the Standard Approval Workflow Matrix.
  • There is no reconciliation process involved with Jaggaer Punchout Catalogs. Funding strings are added/split when the requisition is created.
  • After approval, a system-generated PO is sent to the supplier for order fulfillment.
• Where do I access the Jaggaer Punchout Catalog? The Jaggaer Punchout Catalog tile is found under My Organization in Bronco Hub. Select the tile to access the Jaggaer dashboard where you will find tiles for the various available catalogs.

April 13, 2023 Jaggaer PunchOut Catalog Requisition Training materials can be found below!

Slides for the Jaggaer PunchOut Catalog Requisition trainings.

Questions and answers from the 4/13 training chat.  We are still waiting on some answers, but the document will be updated as answers are found.

April 19 Jaggaer Receipt Training materials can be found below!

• Slides from the Jaggaer Receipt Training

• Questions/Answers from the training chat on 4/19.

April 24 Jaggaer Receipt Training materials can be found below!

• Slides from the Jaggaer Receipt Training
• Questions/Answers from the training chat

For additional Jaggaer information and training, please utilize the Introduction to Jaggaer PunchOut Catalogs Self-Guided training resource.

See the full list of Jaggaer Job Aids and Instructional Videos on the Jaggaer Job Aid Quick Reference Guide.

Frequently Used Job Aids:

Create Default Shipping Address (Job Aid) [This must be completed before you submit any requisitions]

Create Default Accounting Codes (Job Aid)

Create Default Shipping Address and Account Codes (Video)

Create a Punchout Catalog Requisition (Job Aid) 

Create a Punchout Catalog Requisition (Video)

Enter or Split Funding Strings in Jaggaer (Job Aid)

View Submitted Order Status and Approval Workflow (Job Aid) 

Create a Receipt (Job Aid)

How do I approve Jaggaer Punchout Catalog Requisitions awaiting my approval?

Approve, Return, and Reject Requisitions in Jaggaer (Job Aid)

Delegate Jaggaer Requisition Approval (Job Aid)

Manage Requisition Search Functionality
Use the search functionality in Jaggaer to access basic information about punchout catalog requisitions created and submitted. View details such as the name of the requisition requester, the amount of the request, and requisition approval status, as well as associated vouchers (invoices) and receipts. Visit the Submitted Order Status and Approval Workflow job aid for more details.

Requisitions Searches
Search for requisitions in My Requisitions on the Jaggaer Dashboard. Visit Create Searches job aid for details on how to search and save searches. View details such as approval status and funding segment string used to code the transaction.

No quotes or bids are required for Jaggaer punchout catalog requisitions. Departments may choose to add internal documentation, as needed. 

Although not marked as required, it is best practice to attach the receipt or packing slip to the receipt in Jaggaer.

Yes, you may continue using your P-Card when you order directly from the websites rather than through Jaggaer Punchout Catalog. At this time, P-Card purchases can not be made through Jaggaer Punchout Catalogs.

However, we highly encourage you to use Jaggaer Punchout Catalogs for the suppliers listed below, rather than purchasing directly from the websites using P-Card. 

Jaggaer Punchout Catalogs include catalogs for the following companies: 

• Anixter, B&H Photo, Fisher Scientific, Grainger, Henry Schein, Medline, Office Depot, Staples, The Home Depot, and McKesson.

Using the Jaggaer Punchout :

• will guarantee that campus users access the correct contract and get contract pricing
• does not require reconciliation after the order is placed
• includes an approval workflow (based on the Standard Approval Workflow Matrix) prior to the creation of a PO

No, special pricing will not be reflected when shopping Jaggaer Punchout Catalog; please complete a standard requisition in Bronco Hub and attach your quote with the “special” pricing.

Check the status of your requisition by accessing My Requisitions on the Jaggaer Dashboard. View the approval workflow on the right side of the requisition. Visit the View Submitted Order Status and Approval Workflow job aid for more details.

Yes. In the approval workflow in Bronco Hub, you only need to approve requisitions once, even if you appear at multiple levels of the workflow. This is not true in Jaggaer.

Jaggaer will require you to approve at each level of the approval process where you are listed. A Jaggaer Approval Tips and Tricks job aid will be provided in the near future that will provide ways to approve efficiently.

You may delegate approval of Jaggaer punchout catalogs to another person either temporarily (while you’re out of the office) or long-term. Visit the Delegate Jaggaer Approval job aid for more details.

Requesters:

•  Ensure there is funding available for the purchase. 
• Verify the funding string(s) are correct prior to submitting the requisition. 
• Attach any internal documents to the internal attachments area in the header of the catalog requisition. 
• Project Funded Requisitions: If entering a Project number in the funding segment string of a requisition, you must also enter the Task number. (Both the Project and Task numbers default to a series of zeros). Visit the Create a Jaggaer Punchout Catalog job aid for details.

Approvers:

• • Confirm items are acceptable prior to approving the requisition.

To submit an issue or general question, please complete the Jaggaer Issues/Questions Form.

For support with Catalog Requisitions, contact P2P Procurement at P2P_Procurement@boisestate.edu or visit https://www.boisestate.edu/vpfa-p2p/

For support with Catalog Requisition Payments, contact Payables at P2P_Payables@boisestate.edu or visit https://www.boisestate.edu/vpfa-p2p/

For support with job aids or Jaggaer functionality, contact the Office of Continuous Improvement at OCI@boisestate.edu or visit https://www.boisestate.edu/continuous-improvement/