Coupa Supplier Portal

Admin and User Guide

Document Status: CSP Release v15 v29. Valid until January 31, 2021.

Copyright © 2021 Coupa Software, Inc. All rights reserved.

Coupa reserves the right to make changes to this document and to its services. All trademarks are the property of their
respective owners.
Table of Contents
Announcements and General Info 5
CSP Features by Release 6
Changes in the CSP Documentation 10

Get Started with the CSP 21

Register for the CSP 22
Create Your Account 25
Log in to the CSP 28
Create Custom Views 34
Create or Update Your Profiles 37
Enable or Disable Two-Factor Authentication 62
Manage Your Account 66
Navigate and Get Help 69
View and Manage Notifications 74

Work with the CSP 79

View Business Performance Data 81
View Customer Announcements 87
Configure Punchouts 89
Configure the PO Delivery Method 90
Create or Edit an ASN 91
Create or Edit an Invoice 93
Create or Edit a Catalog 103
Create or Edit a Service/Time Sheet 107
Create or Edit Catalog Items 110
Edit a PO 114
View and Download Digital Checks 119
View and Manage ASNs 123
View and Manage Catalogs 125
View and Manage Invoices 127
View and Manage Payments 132
View and Manage POs 136
View and Manage Service/Time Sheets 139
View Invoice Lines 141
View PO Lines 142
 View Public Sourcing Events 144
View Service/Time Sheet Lines 145

Administer the CSP 147

Admin Page 148
Manage Users 149
Manage Merge Requests 153
Set up Legal Entities 156
Add Fiscal Representatives 164
View and Manage Remit-to Information 166
Terms of Use 174
Set Static Discounting Preferences 175
Create SFTP Accounts 183
View cXML Submission Errors 186
Access Add-ons 187
View SFTP File Upload Errors 192

CSP FAQ and Troubleshooting 193

Account, Login, Registration 194
Admin 196
Catalogs 198
Invoices 199
Orders 203
Other 204
Announcements and General Info
This chapter contains the following topics:

CSP Features by Release

See which CSP features were introduced in which release.

Changes in the CSP Documentation

See what has changed in the CSP documentation since the previous release.
CSP Admin and User Guide Announcements and General Info

CSP Features by Release

The following table gives an overview of the Coupa Supplier Portal (CSP) features introduced in various Coupa
releases.

Release Feature Description

Release Supplier Onboarding with Additional Profile The supplier onboarding flow includes additional details.
29 Information

New Remit-To Experience for Suppliers You are guided through the process of providing remit-to
information.

Other CSP Enhancements You can view tables with invoice lines and SFTP errors,
you can see a reCAPTCHA before merging requests, and
are notified when you are deactivated or reactivated and
if you have too many active login sessions.
The following new notification preference settings are
available: Digital Check Canceled, Virtual Card Canceled,
and Receipt created.
When you decline to respond to supplier
information requests, you need to provide a comment.
Depending on your customers' settings, you can see
payment agreements on POs.

New Payments Page for Suppliers The new Payments page shows a summary of overdue
payments, early payment discount requests, tasks, and
payment preferences to help you collect and reconcile
your receivables from your customers that use Coupa
Pay.

Release Smart Onboarding of Suppliers in the CSP When you register or log in to the CSP to do business
28 with a customer that uses an onboarding flow, you can
see a welcome message and are guided through the
process of providing the customer with the necessary
information.

Supplier Business Performance You can view a summary of orders and invoices that may
need attention, your year-to-date order and invoice
trends, and your lead time to shipping goods.

Updated CSP Customer Profile Sync You can use an external supplier update (system) form to
update your profiles for your non-SIM customers.

View Public Sourcing Events in the CSP You can access and participate in public sourcing events.

Other CSP Enhancements You can see dispute reasons in the table of invoices and
are notified of PO cancelations and PO acknowledgement
requests.

Release CSP Profile Data Reuse You can reuse your CSP public profile information in
27 Supplier Information Management (SIM) and email your
non-SIM customers for help to update your customer
profiles.

Valid until January 31, 2021 6

CSP Admin and User Guide Announcements and General Info

Release Feature Description

One-Click Savings You can benefit from savings opportunities provided by

other suppliers through the Coupa Advantage program.

Other CSP Enhancements Public and customer-specific profiles are more clearly
differentiated, and customer-specific profile pages include
information about which customers do not allow profile
changes by default. Also, users are arranged in
alphabetical order and the user permissions are
enhanced to provide targeted access to orders and
service/time sheets.

Release Enhancements to the CSP Home and Profile The CSP has additional fields for the public profile and
26 Pages displays a profile summary.

Restricted Access to Orders and Service/ As a supplier administrator, you can decide which
Time Sheets in the CSP supplier users can access POs, PO changes, and
service/time sheets.

Improved Emails to Suppliers Some frequent emails from your customers have a new
look and feel and enhanced content.

Enhancements to Collecting Remit-To You can provide more remit-to types and add this
Information in the CSP information to your legal entities in the CSP so that your
Supplier Remit-To Redesign customers can use different payment methods when
working with you.

Release Announcements to Suppliers in the CSP Your customers can create custom announcements to be
25 shown to you in the CSP.

cXML Error Notifications to Suppliers If you use cXML, you can receive notifications of and view
cXML submission errors.

Enhancements to the CSP Home and Profile The CSP displays profile completeness allowing you to
Pages see at a glance if you need to provide more details in your
profiles. Also, if your customers use Supplier Information
Management (SIM), the information you submit through
SIM forms can be reused in your public profiles in
the CSP without having to enter the same information
twice.

Improved PO Emails to Suppliers PO emails you receive have a new look and feel,
enhanced content, and the improved ability to create a
CSP account from emails.

Supplier Support Chat Whether logged in to the CSP or not, you can get help
from Coupa Support also through chat.

Early Payment Discount Term Segments Your customers can assign specific Coupa
Accelerate payment terms to you. You can accept
customer-specific payment terms and choose to apply
them globally.

Valid until January 31, 2021 7

CSP Admin and User Guide Announcements and General Info

Release Feature Description

Release SFTP Account for Suppliers You can create and manage SFTP accounts for your
24 CSP instances.

Digital Check Payment in the CSP If your customers use Coupa Pay, you can accept
payment through digital checks that you can download
and print from the CSP.

Release Supplier Add-ons An add-on is a value-creating product or service that you

23 can begin to use or express interest in using, for
example, Coupa Advantage, Coupa Accelerate, or
invoice financing. As an admin, you can access all these
add-ons from one page in the CSP.

Invoice Creation and Other Improvements You can create invoices and enter payment information
more easily due to a more intuitive user interface, and
can enjoy a better user experience.

Release Supplier Notifications for Increased You are notified when your customers enable Coupa
22 Accelerate Adoption Static Discounting and they are ready to accept early
payment discount offers, and you can act quickly on
orders that can be accelerated.

Bulk Export Legal Invoices You can bulk export all the legal invoice
attachments in a .zip file.

Create CSP Accounts from PO Emails and You can create CSP accounts by clicking on a button in a
Forward Invites purchase order (PO) email.

Release CSP Two-Factor Authentication with SMS You can use SMS messaging to validate your credentials
20 when prompted by two-factor authentication.

Early Payment Discount Terms at You can choose the type of early payment discount you
Transaction Level want for each purchase order you receive and each
invoice you send. If your choice matches one of the
discount terms on your Coupa customer side, that
discount is automatically assigned to the transaction.

Release CSP Service (Time) Sheets You can manage service/time sheets in the CSP.
18
CSP User Experience Improvements The Coupa Supplier Portal (CSP), formerly the Coupa
Supplier Network (CSN), upgraded its graphical user
interface (GUI) to optimize better for mobile devices.

Customer-Enforced Two-Factor Two-factor authentication can be mandatory.

Authentication in CSP

Global Early Payment Discount Terms in You can set preferred accelerated payment terms (early
CSP payment discounts terms) in the CSP.

Purchase Order Lines in CSP You can view purchase order (PO) lines with Advance
Ship Notice (ASN) "shipping status" information from the
CSP.

Valid until January 31, 2021 8

CSP Admin and User Guide Announcements and General Info

Release Feature Description

Release Automatic Navigation to Supplier Profile You are taken from a Supplier Information
17 Update Management (SIM) email to update your profile directly in
the CSP.

Public Profile Notifications Turned Off Public Profile Update notifications are turned off by
default.

Recently Used Remit-To Address A recently used remit-to address is the first on the list of
remit-to addresses.

SMS Notifications from Coupa Supplier Portal You can receive notifications in a text message (SMS).

For more information, see Changes in the CSP Documentation.

Valid until January 31, 2021 9

CSP Admin and User Guide Announcements and General Info

Changes in the CSP Documentation

Changes for the January 2021 Release
Topic Change Details

View Business Performance Data Updated The layout of the customers list and the
order/invoice summary dashboards has
changed.

View and Manage Remit-to Information Updated Changed title from View Remit-to Information.
Updated to reflect the changes to the Remit-
To page and to adding remit-to accounts.

Set up Legal Entities Updated Added information about pre-populating the

remit-to fields on SIM form responses.
Updated to reflect the changes to providing
remit-to information.

Create or Update Your Profiles Updated Updated to show the new option of applying
selected payment terms to all the customers
and the new pages in the onboarding flow.
Also, updated to reflect the removal of the
Diversity Certificates field from the Profile
edit page.

Manage Merge Requests Updated Replaced the screenshot of the Admin /

Merge Requests page to show the
disclaimer and the reCAPTCHA.

View and Manage Notifications Updated Added notification preference setting options
for canceled digital checks, virtual cards, and
created receipts.

Manage Users Updated Added information about reactivating users.

Admin Page Updated Added information about viewing SFTP file

upload errors.

Log in to the CSP Updated Added information about multiple sessions

and user deactivation.

View and Manage Payments New Provided instructions on how to view and
manage payment-related information.

View SFTP File Upload Errors New Provided instructions on how to view SFTP
file upload errors.

View Invoice Lines New Provided instructions on how to view invoice

lines.

Valid until January 31, 2021 10