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CSP Admin and User Guide-9

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0% found this document useful (0 votes)
15 views10 pages

CSP Admin and User Guide-9

Uploaded by

mohit.jhavar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CSP Admin and User Guide Work with the CSP

View Business Performance Data


Click on the Business Performance tab on the main menu to view a summary of orders and invoices that may need
attention, and year-to-date order, invoice, and delivery time trends.

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

View the order/invoice summary dashboards


In the top left corner, select from the list or search for the customer for which you want to see performance data.

The selected customer name appears at the top of the page and below it, you can see a summary (with numbers and
statuses) of your orders and invoices that need attention as follows:

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Document Status Description


Type

Orders

Past Due For an issued order, if the "need by date" has passed and the order is not
complete.

Not Acknowledged The number of orders that you have not acknowledged. Shown only if you
acknowledged at least one order in the past.

Change Requested Orders for which you or your customer have requested a change.

Not Invoiced Orders that you have not invoiced yet.

Invoices

Pending Approval Invoices that have not been approved by your customer yet.

Unpaid Coupa Pay customer invoices that have not been paid yet.

Overdue Invoices that have not been paid yet and are past the due date.

Disputed Invoices that you or your customer have marked as disputed to indicate an
invoice discrepancy.

Tip: To see the description for a status, hover your cursor over the relevant number.

Clicking on the View links takes you to the Orders or Invoices page, respectively, showing only the list of orders/
invoices relevant to the status selected to view.

Note: The View links are visible only if you have permission to view orders/invoices.

View order/invoice/delivery time trends


Below the summary dashboards, you can find graphs for order, invoice, and delivery time trends for the past 12 months.

Note: The data provided is directional and for informational purposes only, and may be delayed up to one-
two weeks.

The order/invoice graphs show the volume/amount and count/number of your orders/invoices by month.

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Hover your cursor over Volume or Count in the legend to highlight the relevant data.

Hovering your cursor over the volume bar or count line shows you the volume or count of orders/invoices by month.

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Delivery time trends show the average delivery days (time in days between the order date and the receipt date) and the
number of orders delivered by month. Hover your cursor over the graph to see details.

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Cases when data or customer is missing


• If no data is available, for exmaple, there are no orders or invoices with the selected customer, the We could not
find any relevant (order/invoice) data message is displayed.
• If you have no transactions (orders or invoices) with a customer, the Before we can show you any cool stuff we
need you to get some orders and invoices in here! message is displayed.
• If you are not connected to any customers, the following message is displayed: You need to be connected to
your customer before we can show you any cool stuff. Ask your customer to send you an email invitation
from Coupa. This document explains the steps they need to take. It's super easy. The This document link
takes you to the page where you can learn how to add and connect with a customer in the CSP.

Learn more and provide feedback


In the top right corner below the list of customers, you can find the Learning Center and Feedback sections. Click on
the following links:

• Add a customer to learn how to add and connect with a customer in the CSP.

• Want to get paid earlier? to learn about payment options.

• Tell us what you think to provide feedback and suggestions to Coupa.

The Submit button is enabled only when you enter text in the Your message field. After submitting your message,
a green notification bar informs you about Feedback sent.

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Tip: You can also send an email directly to [email protected].

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View Customer Announcements


Your customers can create announcements to be shown to you on the Home page and/or other Coupa Supplier Portal
(CSP) pages to help you understand their unique onboarding requirements and communicate with you about initiatives,
promotions, and changes required for your collaboration through the CSP. With this one-way communication, your
customers can, for example, provide you with instructions on how to join or what to do after joining the CSP, share with
you information necessary for transactions, inform you about upcoming orders, remind you of updating supplier
information, and more.

You can see your customers' announcements at the top of the right section of the Home page.

Note: By default, only previews of the two most recent announcements are displayed. You can see the full
text of an announcement in a popup after clicking on it.

To view all the announcements with their full message, click on the View All (n) link that takes you to the My
Notifications page filtered by Announcements. For more information, see View and Manage Notifications.

The announcements are also shown where all the other notifications appear, that is, in the Notifications and My
Notifications sections.

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Online notifications are on by default.

Note: You cannot disable online notifications for announcements. Customers' announcements are always
shown on the Home and My Notifications pages for the set period of time.

Depending on your notification preference settings, you can also get online and/or SMS notifications.

If your customer selected other pages to inform you about their announcements, you can see a yellow banner at the top
of those pages notifying you about the number of announcements for those specific areas from the selected customers
and the link from which to access those announcements.

The banner is not visible on the Home, customer-specific Profile view, Admin, and Add-ons pages, and on the Public
Profile page accessed from the link under the Public Profile section on the Home page.

Clicking View All Announcements directs you to the My Notifications page filtered by Announcements. For more
information, see View and Manage Notifications.

Your customers can delete or edit their announcements. Deleted and expired announcements disappear from the CSP.
Also, if you delete a notification for an announcement, the announcement disappears from the Home page, too.

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Configure Punchouts
You can configure a punchout for a specific customer.

Note: You can configure your punchout only if your customer allows you to modify your profile.

On the Catalogs page, select the customer whose settings you want to modify and click on the Configure
Punchout button.

In the appearing window, provide the necessary information.

Punchout settings
All the fields are mandatory.

Setting Description

Name Name of the punchout, as it appears to users within Coupa.

URL The full punchout URL required to receive purchase orders in Coupa.

Buyer Identity Your customer's DUNS or NetworkID.

Buyer Domain Part of the From section of the header in the OrderRequest cXML. It can be
anything you define, but it is usually DUNS or NetworkID, depending on the
corresponding identity value.

Supplier Identity Your DUNS or NetworkID.

Supplier Domain Part of the To section of the header in the OrderRequest cXML. It can be anything
you define, but it is usually DUNS or NetworkID, depending on the corresponding
identity value.

Shared Secret A password that you and your customer agreed upon. If no shared password is
specified, Coupa automatically passes none.

Protocol This field should always be cxml.

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Configure the PO Delivery Method


You can configure how you receive POs from a specific customer.

Note: You can configure your PO delivery method only if your customer allows you to modify your profile.

On the Orders or Order Lines page, select the customer whose settings you want to modify and click on the Configure
PO Delivery button.

In the appearing window, select your PO delivery method and provide the necessary information.

PO delivery settings
Column Description

Purchase Order Method Choose how to receive POs from your customer:

• Email: Coupa automatically emails POs to the email address you enter.
• cXML: Coupa sends the PO via cXML. You have to enter the cXML settings
to use this option.
• None

Note: If you want to use a method not listed here, talk to you customer
about alternatives.

PO Email This field is required for receiving POs via email. Coupa sends POs to this email
address. To specify multiple addresses, separate them with a comma.

cXML URL The full PO routing URL to receive POs.

cXML Domain Part of the From section of the header in the OrderRequest cXML. It can be
anything you define, but it is usually DUNS or NetworkID, depending on the
corresponding identity value.

cXML Identity Your customer's DUNS or NetworkID.

cXML Supplier Domain Part of the To section of the header in the OrderRequest cXML. It can be anything
you define, but it is usually DUNS or NetworkID, depending on the corresponding
identity value.

cXML Supplier Identity Your DUNS or NetworkID.

cXML Secret A password that you and the customer agreed upon. If no shared password is
specified, Coupa automatically passes none.

cXML Protocol This field should always be cxml.

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