CSP Admin and User Guide Work with the CSP

View Invoice Lines

Click on the Invoice Lines tab to see information on the invoice lines for each invoice.

From the Select Customer drop-down list in the top right corner, select the customer whose invoice lines you want to
see.

Note: When you visit the page again, it shows you the invoice lines from the customer you selected last
time.

The Invoice Lines table shows the following information for all the invoice lines:

Column Description

Invoice # Invoice number generated by Coupa. Click on it to view the invoice.

Line # Invoice line number.

Description Invoice line description.

Status Current status of the invoice. For more information, see View and Manage
Invoices.

Invoice Date Date when the invoice was created.

PO Line # PO line number.

Total Total amount of the invoice line.

You can export the invoice lines table in CSV or Excel format.

You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to
perform advanced filtering. For more information, see Create Custom Views.

Valid until January 31, 2021 141

CSP Admin and User Guide Work with the CSP

View PO Lines
Click on the Order Lines tab to see information on the PO lines for each PO.

From the Select Customer drop-down list in the top right corner, select the customer whose PO lines you want to see.

Note: When you visit the page again, it shows you the PO lines from the customer you selected last time.

The Purchase Order Lines table shows the following information for all the PO lines:

Column Description

PO Number (Header) PO number generated by Coupa. Click on it to see the PO line.

Line PO line number.

Order Status (Header) Current status of the PO. For more information, see View and Manage POs.

Item List of items on each PO line.

Total Item Quantity Total quantity of the PO line.

Line Total Total amount of the PO line.

For your custom view, you can select to see the following additional information: ASN lines, carrier, confirmed quantity,
delivery date, invoiced, line level text, need by date, received, ship method, ship note, shipment date, shipped quantity,
and tracking number.

You can export the PO lines table in CSV or Excel format.

You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to
perform advanced filtering. For more information, see Create Custom Views.

PO lines for services include fields that show how much work has been confirmed, is pending approval, needs rework,

Valid until January 31, 2021 142

CSP Admin and User Guide Work with the CSP

or has been discarded.

Each amount is clickable and provides a filtered table view showing all the lines that have amounts.

For more information, see View Service/Time Sheet Lines.

Valid until January 31, 2021 143

CSP Admin and User Guide Work with the CSP

View Public Sourcing Events

Go to Sourcing > Public Sourcing Events to view public sourcing events created by your customer(s) and all the
other customers that use Coupa.

Note: You can see this page only if you have the Sourcing permission. For more information, see Manage
Users.

The All Public Events page shows a table with the following details of the public sourcing events: Event Name,

Company (customer), Commodity (customer), Start Date, End Date, Type, State, and Actions. Click on the Info ( )
icons to learn more about the events.

You can search for events by event name, commodity, and type.

Both complete (not available) and active events are shown. Complete events are listed for your information, but they are
not available for participation.

If you want to participate in an event, click on the relevant Request Participation link in the Actions column. The action
name changes to Request Sent and if your request is approved, you receive an email invitation to the event and the
action for the event changes to Request Approved.

Note: Events are displayed in the languages that customers use to create them.

If there are no public events, you can see a relevant message instead of the events table.

Valid until January 31, 2021 144

CSP Admin and User Guide Work with the CSP

View Service/Time Sheet Lines

Note: The Service/Time Sheets feature is available only if your customer enables it for you. You also have to
enable it for the CSP user(s) on the Admin page. For more information, see Administer the CSP.

Click on the Service/Time Sheet Lines tab to see information on the service/time sheet lines for each service/time
sheet.

From the Select Customer drop-down list in the top right corner, select the customer whose service/time sheet
lines you want to see.

Note: When you visit the page again, it shows you the service/time sheet lines from the customer you
selected last time.

The Service/Time Sheet Lines table shows the following information for all the service/time sheet lines:

Column Description

Service/Time Sheet Service/time sheet number generated by Coupa. Click on it to see the service/
time sheet line.

Service/Time Sheet Line Number Service/time sheet line number.

Service Type Type of the service, for example, service amount, service quantity, or resource.

Description Description of the service.

Quantity Service quantity.

Unit of Measure Unit of measure (UOM) of the service.

For your custom view, you can select to see the following additional information: is rework, notes to supplier, remaining
rework amount/quantity/count, status, action taken by the customer (accept, rework, or discard), and so on.

You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to
perform advanced filtering. For more information, see Create Custom Views.

Valid until January 31, 2021 145

CSP Admin and User Guide Work with the CSP

When you view service/time sheet lines, you can see the customer's notes, for example, about what work was accepted,
what needs additional rework, and if any work was discarded, with Submitted Qty, Action, Notes to Supplier, and
Sign Off clearly shown.

Valid until January 31, 2021 146

Administer the CSP
This chapter contains the following topics:

Admin Page
The admin page lets you manage merge requests, set up your remit-to addresses, accept the terms of use, and more.

Manage Users
Manage user permissions and customer access.

Manage Merge Requests

Merge accounts and manage merge requests.

Set up Legal Entities

Set up your account by adding legal entities to be able to create e-invoices.

Add Fiscal Representatives

Add fiscal representatives in countries where you are not registered with a local address but need to be registered for tax
purposes.

View and Manage Remit-to Information

Provide remit-to information to meet compliance regulations when invoicing.

Terms of Use
View and sign the terms of use to work with the CSP.

Set Static Discounting Preferences

Set your early payment discount terms and apply them to invoices and/or purchase orders to get paid faster.

Create SFTP Accounts

Create and manage SFTP accounts to load invoices quickly.

View cXML Submission Errors

Receive notifications of and view cXML submission errors.

Access Add-ons
Access Coupa supplier add-ons, for example, Coupa Advantage, Coupa Accelerate, supplier profile update, and more.

View SFTP File Upload Errors

View SFTP file upload errors.
CSP Admin and User Guide Administer the CSP

Admin Page
On the Admin page you can manage users and merge requests, and the remit-to addresses for your customers; you
can set up legal entities and fiscal representatives; you can view and sign the terms of use, set your early payment
discount terms (Coupa Accelerate preferences), create SFTP accounts, and view cXML submission errors.

Menu Item Description

Users Invite new users, and manage what each user can do in the CSP and which customers your
users can interact with.

Merge Requests Manage any merge requests that you sent to or received from other supplier accounts.

Legal Entity Setup Set up your account for electronic invoicing.

Fiscal Add fiscal representatives that you need if you have operations in a country/region where you
Representatives are not registered legally but you need to be represented for tax purposes.

Remit-To Create and manage multiple remit-to addresses that are used to determine the payment
location for invoices. This is important for creating legally compliant invoices.

Terms of Use To use the Coupa Supplier Portal (CSP), you must accept the terms of use.

Payment Preferences Set preferred payment terms (early payment discounts terms) to be applied to any of your
/ Static Discounting customers across all your invoices.

SFTP Accounts Create and manage SFTP accounts to load invoices quickly.

cXML Errors Get cXML error notifications and view the list of cXML errors to ensure timely correction and
better handling of cXML transmission failures.

SFTP Errors View the list of SFTP (CSV) file upload errors to ensure timely correction and better handling
of SFTP transmission failures.

Valid until January 31, 2021 148

CSP Admin and User Guide Administer the CSP

Manage Users
Permissions grant access for users to corresponding menu items. As an admin user, you have all the permissions by
default.

You can manage user permissions and customer access by assigning certain users to only certain customers and by
limiting what types of documents they can access and what functions they can perform with their assigned customers.

Go to Setup > Admin. The Admin Users page appears.

Click on the Edit button to open the Edit user access for [User Name] window.

Valid until January 31, 2021 149

CSP Admin and User Guide Administer the CSP

You can change the user's name, modify the user's permissions and customer access, or deactivate the user.

Note: The Deactivate User button is inactive when you edit your own access to avoid deactivating your own
account.

You cannot change the user's email address. If a user wants to change the email address, send a new invitation to that
user.

Valid until January 31, 2021 150