CSP Admin and User Guide-9
CSP Admin and User Guide-9
Note: You can see this page only if you have the Business Performance permission. For more information,
see Manage Users.
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:
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.
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.
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.
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.
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.
• Add a customer to learn how to add and connect with a customer in the CSP.
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.
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.
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.
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.
Punchout settings
All the fields are mandatory.
Setting Description
URL The full punchout URL required to receive purchase orders in Coupa.
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 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.
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 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 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 Secret A password that you and the customer agreed upon. If no shared password is
specified, Coupa automatically passes none.