E-Procurement Supplier Settings - HBS
Configure HBS supplier settings to connect IRIS Financials Purchasing to HBS for punchout E-Procurement. You need to set up at least one school location and grant users access before they can place punchout orders with HBS.
You need administrator access to configure HBS supplier settings. You also need your From Identity and client secret code from HBS, along with the connection URLs for your setup.
Add a new school location
-
Go to the E-Procurement settings area and select HBS.
-
Select the Add New Location button at the top right of the screen.
Use Copy Supplier Settings to copy the configuration from an existing location and use it as a template. This saves time when adding locations with similar settings.
-
Enter the configuration details for the new location.
-
Select Save.
You can also access the configuration page for an existing location by selecting the Settings button for that location.
Configuration fields
The HBS configuration fields are the same as those used for other E-Procurement suppliers.
| Field | Description |
| From Identity | Your organisation's identity code, provided by HBS |
| Client secret | Your client secret code, provided by HBS |
| Connection URLs |
The URLs used to connect to HBS — use the values provided by HBS for your live setup |
Do not use example or test URLs in a live environment. Use only the connection URLs provided by HBS for your organisation.
Give users access to a location
Individual users must be added to each school location before they can place punchout orders with HBS.
-
Open the settings for the relevant HBS school location.
-
Select User Permission.
-
Add the users who need access to this location.
-
Select Save.