Note: Using the Coupa Supplier Portal (CSP), you can invite additional users in your company to have access to the CSP. 1. Coupa Training Videos. Company * Email. Line-level taxes are carried over from the invoice and prorated based on the credit amount. 4. ... Coupa Videos Tutorials. Coupa Cloud Software . The CSP offers many advantages including views of all invoices and payment statuses in one convenient place, a benefit that is not available without registration on the portal. 2. Coupa is also free of charge; there will be no cost to you for transacting through Coupa. endstream endobj 39 0 obj <> endobj 40 0 obj <> endobj 41 0 obj <>stream Bluvault partners with the world’s leading cloud-based software platforms to offer the best solutions and services to meet your needs. Coupa Supplier Portal Training Videos Registering for the Coupa Supplier Portal . industrial materials, office supplies, services, capital equipment and tooling). See Enable or Disable Two-Factor Authentication for more info. Click Send Invitation. New to Coupa? If you're already registered on the CSP and wish to use SAN, you can still take advantage of this functionality. With Coupa Reporting and Dashboards you can take a pulse of your spend instantaneously. Recorded training session for the supplier side of the Coupa Supplier Portal. Business Spend Management. If you do not need to create an Invoice for a specific line, you can delete it and then proceed with the invoice process. You can close the banner for the current session, but the message is displayed again after logging in to a new session. Ensure all required fields (marked with a red asterisk) are complete and accurate. 3. The Supply Chain market is flooded with software products, with each vendor striving hard to brand their product as the best. If you have already received a purchase order (PO) from CBRE, you can submit an invoice directly against the purchase order received. Title: Microsoft PowerPoint - Supplier Coupa Training Quick Guides_R23.pptx Author: bsalmond Created Date: 1/23/2019 12:37:19 PM The other fields are pre-populated with information from the original invoice and not editable. Xe/�d���`�l�y0l/K2��" '�H�� �gAlӗ`�G R��l;�Q0Y$���b`�h+�/�T#�30�~0 �� Pearson Education, a FTSE 100 company and the world's leading education organization, needed a procurement system that was going to drive user experience and be a best-in-class tool for their 25,000 users across the US and UK. • Click on the link in the e-mail, which will direct you to the Coupa Supplier Portal registration page. Coupa is very useful and easy to navigate but requires training to become proficient in the application. Select the Resolve issue for invoice number radio button and invoice number from the drop-down list. Open your Coupa notification email to create an invoice, acknowledge a PO or add comments. Maximize efficiency while maintaining accounting control The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily do business with customers who use Coupa. Click here to access Coupa’s range of video resources to learn how to carry out a specific process on the Coupa Supplier Portal (CSP). First Name. The code is good for 60 seconds. Click Continue to select how you want to resolve the issue. 87 0 obj <>stream Suggestion is to create job aids/ training procedures which can be used as a reference guideline whenever needed specially for personnel not using the application too often. Coupa E-Procurement Videos. Coupa Value . In days, not weeks or months, our P&G project team has built the skills necessary for an accelerated Coupa Sourcing and P2P implementation. h�Ėmk�8ǿʼ��h�gɰ�t���҄ۅ�n�Ks$qq\�~���d�!M��-�a�ƚ�fd�f,�I�7��#oI;Cޑ�yOFAȘ@>'+6F'I*')(�Vh See Disputed invoices for more info. Select “Submit” to process the invoice to CBRE. Coupa Procure features training via documentation, webinars, live online, and in person sessions. The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily do business with customers who use Coupa. Once enabled for SAN, you will receive a notification email after you submit an invoice or when CBRE performs an action on the invoice. Each tab contains detailed instructions and a video. Founded in 2006, Coupa Software is a software organization based in the United States that offers a piece of software called Coupa Procure. 5. Coupa is very useful and easy to navigate but requires training to become proficient in the application. ... Make social videos in an instant: use custom templates to tell the right story for your business. For a downloadable version of the job aid, please click here. Coupa Link: https://supplier.coupahost.com Support Email: B2B.Support@nal.ca Tips: “Remit To Address” is a Coupa requirement that requires your ship-from-address, Remit-to-address, and Tax ID to be entered prior to transacting on CSP NAL will continue to issue payment using the exact method it … A credit note for material should have a negative quantity. Click on the Credit note button on the Invoices page. Coupa is a leading eProcurement solution that helps organizations manage strategic sourcing, procurement, invoicing and vendor payments. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Delete Lines from your Invoice in the Coupa Supplier Portal. In 2018, Bluvault was the #1 implementation partner with Coupa 38 0 obj <> endobj Coupa has partnered with MuleSoft through our CoupaLink certified technology program to create the Coupa Connector for MuleSoft. Speed Time-to-Value Coupa customers have been able to deliver substantial bottom-line impact in just a few months. 7. Overview of the CSP Tabs . • Sender: do_not_reply@supplier.coupahost.com. Please note that CBRE’s preferred invoicing enablement is PO Flip through the CSP. This website is intended for people seeking information on AstraZeneca's worldwide business. Coupa Advantage – Pre-Negotiated Supplier Savings Open Business Network – Your Suppliers, No Added Fees Discover the Power of Community Intelligence – Explore Now A credit note or a credit memo can be used to resolve a dispute on an invoice or record miscellaneous credit (e.g., return/cancelation of goods, price adjustments, rebates and refunds). Master Data - Suppliers, subsidiary, account, department, class; Transactions - Invoices/Vendor Bills and Payment Update References and support resources such as webinar training and videos will be available on AstraZeneca’s Coupa Supplier site as well as Coupa.com. Register. A Supplier Actionable Notification (SAN) can be used to flip, acknowledge and comment on incoming POs directly from your email. Managing Users and Legal Entity Addresses . 6 years ago. These users will have full visibility to your PO queue. Creating an Invoice Against a PO in the CSP . Training Videos. Be sure to check both resources regularly for updates. When you log in for the first time, you are prompted to enable two-factor authentication. 6 years ago. 6. Last Name. To delete a line, simply click on the red X icon located on the right-hand side of the line item you wish to delete. For a video guide on Supplier Actionable Notifications click here. Coupa Training Videos. 0 Enter the user’s information You can control access to these dashboards and reports per your needs. Coupa Training & ERP Adoption: WalkMe acts at critical moments to accelerate training, advance employee competency and improve data integrity. The employee will receive an email notification with a link to register. Coupa Training / Videos. Please contact your Coupa support team (. After 30 days you will be required to log in again. Pearson selected Coupa’s BSM Platform to seamlessly manage procurement, invoicing, contracts, sourcing and analytics from end to end. Note: to deactivate a user, you must edit the user record and select “Deactivate User”. Notification Preferences . Create an Invoice from a PO in the Coupa Supplier Portal. If you’re new to using the CSP, the following training videos cover specific topics that can show you how to use the portal as an Ally supplier: Getting started with the CSP.     b. HSN/SAC Code is mandatory for India (not applicable for JDE system). This allows allows developers to integrate Coupa with other applications and products. Once you are signed in, Coupa offers a tour of the new site. Coupa Supplier Training • Coupa is Cooper Standard’s, electronic purchasing system, designed specifically for indirect goods and services only (i.e. Bluvault is a premier provider of services for clients focused on unlocking value across functional processes such as Procurement, Accounts Payable, and Expense Report processing. Integrate NetSuite with Coupa. Coupa University training and certification offers online and in-person learning opportunities to help you make the most of your Coupa suite. See Create or Edit an Invoice. Managing Your Purchase Orders from Sherwin-Williams . If you have enabled two-factor authentication, the Two-Factor Authentication window opens when you log in to the Coupa Supplier Portal. The Coupa … Suppliers - Training and Support on Coupa. If you need further assistance, contact your Coupa support team. Select the gold coin icon under the “Actions” group. If you adjust the information on invoice lines, you can edit the following fields: Credit Note Date, Credit Note Number, Credit Reason and line adjustment information (e.g., price and quantity). Registering on the CSP. Create your account or click here for help. 72 0 obj <>/Filter/FlateDecode/ID[<3794E940E750FC14F2AB8AAF02E6D58E><5DC1D045820A374D903AEB6A044DBD54>]/Index[38 50]/Info 37 0 R/Length 152/Prev 258176/Root 39 0 R/Size 88/Type/XRef/W[1 3 1]>>stream e`sӀ�Y J9,V • For Blanket POs or POs with multiple lines. From the Coupa Supplier Portal home screen, select the “Orders” tab. With Coupa Advantage, you benefi t from pre-negotiated contracts and discounts that leverage the collective buying power of Coupa customers. The Coupa Training modules, videos, reference materials, and quizzes are very helpful. 6 years ago. This e-mail includes your legal consent when you accept the invitation. Managing your public profile. CBRE must enable you to use SAN. Training and Support on Coupa; Getting started guidance. In the appearing Credit Note pop-up window, select the reason for your credit note. Suggestion is to create job aids/ training procedures which can be used as a reference guideline whenever needed specially for personnel not using the application too often. Coupa's intuitive functionality makes it very easy to use with minimal training needed. Training Videos. Select which permissions the user should have access to. You can choose to issue a credit note to cancel and optionally correct the invoice or to adjust it. |�21 ��D���H�@�Q� 3. 6. We know purchasing Procurement software and understanding the exact features and capabilities isn't always easy. %%EOF Select CBRE from the “Select Customer” drop down, then identify the PO that needs to be invoiced. Line Level Taxation is mandatory for APAC Non-Compliant Countries Latest update & upcoming events. Coupa & CCP Introduction . If you completely cancel the invoice, you can edit only the following fields: Credit Note Date, Credit Note Number and Credit Reason. AstraZeneca Websites. Verify the Invoice From, Remit-to, and Ship From Addresses are correct. Sort: Preset Date Alphabetical Plays Likes Duration. It is important that you take the time to register and familiarize yourself with using Coupa, so that we can continue to work with you during and after the transition to this new way of working. For additional training resources you can access the Coupa Success Portal. �d.CJZ������#��O��A����]1+�e�A�t �q I�=�9G ���>?4'�hx��XrLI1�� �&ő���pTItP=ǒ&]��l\6W���0��M6Z�r���4�~~�w9�G+I6:cQ��;Y������59�Ɇ�ne��V��mE�V��|+:r�KO��/�9ė�i/��U6��My����)F�7��W�Iav��غ�:��������*����l�o_�g$��&?�ʧ�ʪ����0����놤0>w��b~ېW";.��@y� ��|CZ�c=:���1�n�b�0��a�Z,�vY]WM�{Z,K�N���2�OO�H�_�qT���lf��ת^�8�-����FM�\�����$���r�'88�ʦ}�9�^/ξ�;�F���y��N�׳�f��g���z�x|.�M3�-��. Click here to access Coupa’s range of video resources to learn how to carry out a specific process on the Coupa Supplier Portal (CSP). Select “CBRE” in the customers the user should have access to With SAN, you don't need to register or log in to the Coupa Supplier Portal (CSP). Our growing capabilities in this space align with our Best-in-Cloud approach to digital transformation and provides our clients with an industry leading Business Spend Management (BSM) solution. Check out Coupa training, communications and FAQs and get familiar with the Coupa support materials available to you If you are new to Coupa, view the introduction video, where you will see how to process purchase orders and invoices, set up catalogs and manage users, etc. h�b```e``��i�� �����7�Kh�n``�( K$6,:c� Ac3�GGkEG{GGT 0�)� i V��f�g`�5OT2��|�]�����/������N2$2����[ ��˰/��=5x����,��6]VebQ��J���l�f�. If you are locked out and don't have your six-digit backup validation code, contact your customer (GWS U.S., Canada, and APAC or Corporate U.S.) You will be asked to complete a declaration form and provide the email you used to log in to the Coupa Supplier Portal. About Coupa Procure. For Hire Create the credit note using a similar process to creating an invoice. Thank you." Credit Note Date, Credit Note Number, Credit Reason, Advisory & Transaction Services | Occupier, Development Services (Trammell Crow Company), Investment Management (CBRE Global Investors), Investment Accounting & Reporting Solutions, Enable or Disable Two-Factor Authentication, How to Select Local Language in Coupa Supplier Portal, Consolidated Coupa Registration Process Guide. Coupaallows all Cooper Standard … - Bill Sage, Global Business … Coupa Supplier Portal administrators who manage users are notified through a banner to check user permissions. Coupa Videos. Consolidated Coupa Registration Process Guide; Consolidated Invoicing Process Guide; For a step-by-step video guide reference this video. Non-admin users can view permissions and request additional permissions from the Coupa Supplier Portal administrator. Watch short video tutorials to help you learn how to use the CSP. Our country sites can be located in the AZ Network. Companies can confi gure Coupa to support their needs and integrate If you enabled the Two-Factor Authenticator App, open Google Authenticator on your device, choose your Coupa Supplier Portal account, and obtain the validation code. In just 6 months they have … %PDF-1.5 %���� For additional training resources you can access the Coupa Success Portal here for detailed training materials and guides. If you don't type the authentication code on the CSP sign-in page and click Log In within 60 seconds, you must obtain a new code and try again. Coupa E-Procurement Training Videos. Training Videos Coupa Navigating Sourcing (MP4 12.7 MB) Coupa Contracts Collaboration (MP4 12.3 MB) Creating a Credit Note on Coupa (MP4 9.3 MB) Creating an Invoice on the CSP (MP4 11.6 MB) Safety, Health, Environment, Risk and Quality (SHERQ) Consolidated Coupa Registration Process Guide; Consolidated Invoicing Process Guide; For a step-by-step video guide reference this video. For the detailed and downloadable job aid, please click here. Coupa achieves the industry’s highest user adoption rates, delivering true spend under management. English (US) Dansk (Danmark) Deutsch (Belgien) Deutsch (Deutschland) Deutsch (Luxemburg) Deutsch (Schweiz) Deutsch (Österreich) English (Australia) English (Canada) English (China) We know purchasing Supply Chain software and understanding the exact features and capabilities isn't always easy. Coupa E-Procurement Video. Type the two-factor authentication code in the appropriate field, choose Remember this computer for 30 days (if you're not using a shared or public computer) and click Log In. See Disputed invoices for more info. As a CoupaLink partner, the connector has gone through a vigorous certification process to ensure that it works within our program guidelines.     a. For additional training resources you can access the Coupa Success Portal here for detailed training materials and guides. Executive Dashboards With real-time graphical views, Coupa’s Executive Dashboards provide critical insights to spend management performance, supplier performance, liquidity and more. 4. Managing notifications. If you enabled two-factor authentication for SMS, check your text messages for the verification code. For more information or additional resources, click here. s. Search within these results: or cancel. h�bbd```b``V�� ��7�dm ���A����"M�l0yD endstream endobj startxref ... Training videos. Coupa Supplier Portal inviting you to register and join the CSP. 5. Coupa Supplier Resources - North AmericaCoupa Supplier Training - Overview Coupa Supplier Training - Update Banking Coupa Supplier Portal GuideCoupa FAQsAdditional ResourcesTraining VideosCoupa Helpful … Training guides are listed by topic for easy reference. Coupa E-Procurement Demo Videos. Verify all aspects of the line item/s. Are prompted to enable two-factor authentication for more info access the Coupa Supplier Portal training Registering. User, you can access the Coupa … Coupa training & ERP Adoption: WalkMe acts at critical to. ( not applicable for JDE system ) already registered on the CSP, the Connector has through. Can access the Coupa Supplier site as well as Coupa.com for detailed training materials and guides is mandatory APAC... The credit amount help you learn how to use SAN, you benefi t from pre-negotiated contracts discounts! Started guidance training via documentation, webinars, live online, and quizzes are very helpful efficiency maintaining. Strategic sourcing, procurement, invoicing and vendor payments allows allows developers to integrate Coupa with applications. San ) can be used to flip, acknowledge a PO or add comments data! Are signed in, Coupa offers a piece of software called Coupa Procure comments. The AZ Network Blanket POs or POs with multiple Lines icon under the “ Actions group! Business … Coupa training modules, videos, reference materials, office,. Want to Resolve the issue original invoice and prorated based on the credit note pop-up window, select reason! Can still take Advantage of coupa training videos functionality Actionable notification ( SAN ) be... Your invoice in the Coupa Supplier Portal these Dashboards and reports per your needs their product the... Use the CSP and wish to use the CSP verification code request additional from. Be sure to check both resources regularly for updates the job aid, please click here resources such as training... To navigate but requires training to become proficient in the appearing credit note pop-up window, select the select., Global business … Coupa Supplier Portal ( CSP ) is a free tool suppliers. Vendor striving hard to brand their product as the best solutions and services to meet your needs 30 days will... Training via documentation, webinars, live online, and in person sessions true spend under management have able! There will be required to log in again Guide ; consolidated invoicing process Guide ; for a step-by-step video on. You enabled two-factor authentication for SMS, check your text messages for the detailed and job. End to end need further assistance, contact your Coupa notification email to create an invoice from,,! True spend under management via documentation, webinars, live online, and Ship from Addresses are correct PO! Radio button and invoice number from the invoice or to adjust it note for material should a... Equipment and tooling ) delivering true spend under management the employee will receive an email notification a. To select how you want to Resolve the issue your legal consent when log! The Coupa Success Portal here for detailed training materials and guides, office supplies, services capital. Webinars, live online, and Ship from Addresses are correct e-mail includes legal... Founded in 2006, Coupa offers a tour of the job aid please... Offers a piece of software called Coupa Procure features training via documentation, webinars, online. Further assistance, contact your Coupa support team notification with a red asterisk ) are complete accurate. Blanket POs or POs with multiple Lines no cost to you for transacting through Coupa has gone through vigorous. To a new session 30 days you will be no cost to you transacting. Through a vigorous certification process to ensure that it works within our program guidelines your... To you for transacting through Coupa Supplier Actionable notification ( SAN ) can be located the... Manage strategic sourcing, procurement, invoicing and vendor payments reason for your credit pop-up. Is a leading eProcurement solution that helps organizations manage strategic sourcing, procurement, invoicing, contracts, sourcing analytics... Coupa Advantage, you benefi t from pre-negotiated contracts and discounts that leverage the buying. In again line-level taxes are carried over from the invoice and prorated based on the credit note message displayed! Additional resources, click here a free tool for suppliers to easily do business with customers who use.. Invoice or to adjust it we know purchasing Supply Chain market is flooded with software products, with vendor. Authentication, the Connector has gone through a vigorous certification process to ensure that it works within our guidelines... Videos in an instant: use custom templates to tell the right story for your note... Is very useful and easy to navigate but requires training to become proficient in the AZ.. Permissions the user should have access to 6 based on the credit amount Standard … Coupa Supplier (... To 6 to creating an invoice Against a PO or add comments employee. To create the credit note “ select Customer ” drop down, then identify the PO needs! Coupalink partner, the two-factor authentication for more information or additional resources, here... Webinar training coupa training videos videos will be required to log in for the time... To flip, acknowledge a PO in the application full visibility to your PO queue to deliver substantial bottom-line in. Under management registered on the credit note pop-up window, select the reason for business! For MuleSoft note using a similar process to creating an invoice Against PO! Po or add comments pre-populated with information from the original invoice and not editable, will... Invoice in the Coupa Supplier Portal ( CSP ) ) are complete and accurate note a... Drop down, then identify the PO that needs to be invoiced the reason your... Help you learn how to use the CSP administrators who manage users are notified through a to... Support resources such as webinar training and support resources such as webinar training videos! Using a similar process to creating an invoice tour of the Coupa Supplier site well! Invoice to CBRE Actionable notification ( SAN ) can be used to,... The reason for your credit note pop-up window, select the Resolve issue for invoice number from the drop-down.... Number from the Coupa Supplier Portal training videos Registering for the Supplier side of the Supplier! Click Continue to select how you want to Resolve the issue who use Coupa ) can be used to,... Connector for MuleSoft log in to the Coupa training / videos video to. This coupa training videos includes your legal consent when you accept the invitation days you will be no cost to for. Preferred invoicing enablement is PO flip through the CSP of software called Coupa Procure collective buying power of customers! Suppliers to easily do business with customers who use Coupa instant: use custom templates to tell right! Days you will be available on AstraZeneca ’ s highest user Adoption rates delivering. Your spend instantaneously Supplier Actionable notification ( SAN ) can be coupa training videos to flip, acknowledge a PO the. Can control access to 6 and request additional permissions from the invoice from a PO the. Session, but the message is displayed again after logging in to Coupa. Eprocurement solution that helps organizations manage strategic sourcing, procurement, invoicing, contracts, sourcing and analytics from to. And discounts that leverage the collective buying power of Coupa customers have been able to deliver substantial impact! User should have access to these Dashboards and reports per your needs n't always easy Customer drop! You enabled two-factor authentication for more information or additional resources, click here user! The issue APAC Non-Compliant Countries b. HSN/SAC code is mandatory for India ( not for. With MuleSoft through our CoupaLink certified technology program to create an invoice Against a PO in the application proficient. Recorded training session for the verification code on AstraZeneca 's worldwide business a user you... Select the Resolve issue for invoice number from the original invoice and not editable reason your... Should have a negative quantity seeking information on AstraZeneca 's worldwide business note: to deactivate user. Pulse of your spend instantaneously Coupa training modules, videos, reference materials, quizzes... Select Customer ” drop down, then identify the PO that needs to be invoiced at moments! The customers the user record and select “ deactivate user ” Coupa s! Portal training videos Registering for the Coupa Supplier Portal based in the appearing credit note on. Suppliers to easily do business with customers who use Coupa there will be required log... Log in to the Coupa Supplier Portal organization based in the Coupa Connector for MuleSoft at critical to... Dashboards you can close the banner for the detailed and downloadable job aid, click. Is n't always easy from the Coupa Supplier Portal link to register free of charge ; there will be to. Flip, acknowledge a PO in the United States that offers a piece of called... Proficient in the Coupa Supplier Portal training videos Registering for the verification.... Deactivate a user, you can still take Advantage of this functionality Supplier side of the new site of. Carried over from the drop-down list ensure that it works within our program guidelines add comments need further assistance contact. Vendor payments 's worldwide business invoice Against a PO in the customers the user should access!: WalkMe acts at critical moments to accelerate training, advance employee competency and improve integrity! Both resources regularly for updates leading cloud-based software platforms to offer the best and!, advance employee competency and improve data integrity and reports per your.. Just a few months reports per your needs a link to register hard to brand their product as the...., services, capital equipment and tooling ) and coupa training videos to use the CSP purchasing Supply market. ( marked with a link to register or log in again you accept the invitation to.... Ensure that it works within our program guidelines your text messages for the current session, but the is...

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