coupa training videos

endstream endobj 39 0 obj <> endobj 40 0 obj <> endobj 41 0 obj <>stream %PDF-1.5 %���� Managing your public profile. 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. Coupa E-Procurement Videos. 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. Select “Submit” to process the invoice to CBRE. Coupa Supplier Training • Coupa is Cooper Standard’s, electronic purchasing system, designed specifically for indirect goods and services only (i.e. Coupa Training Videos. In 2018, Bluvault was the #1 implementation partner with Coupa AstraZeneca Websites. Training and Support on Coupa; Getting started guidance. The Coupa Training modules, videos, reference materials, and quizzes are very helpful. Coupa & CCP Introduction . Managing Your Purchase Orders from Sherwin-Williams . Training guides are listed by topic for easy reference. h�Ėmk�8ǿʼ��h�gɰ�t���҄ۅ�n�Ks$qq\�~���d�!M��-�a�ƚ�fd�f,�I�7��#oI;Cޑ�yOFAȘ@>'+6F'I*')(�Vh Select which permissions the user should have access to. The code is good for 60 seconds. Executive Dashboards With real-time graphical views, Coupa’s Executive Dashboards provide critical insights to spend management performance, supplier performance, liquidity and more. - Bill Sage, Global Business … You can close the banner for the current session, but the message is displayed again after logging in to a new session. Please note that CBRE’s preferred invoicing enablement is PO Flip through the CSP. 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). Recorded training session for the supplier side of the Coupa Supplier Portal. A Supplier Actionable Notification (SAN) can be used to flip, acknowledge and comment on incoming POs directly from your email. The Supply Chain market is flooded with software products, with each vendor striving hard to brand their product as the best. If you do not need to create an Invoice for a specific line, you can delete it and then proceed with the invoice process. Registering on the CSP. Managing notifications. Select the gold coin icon under the “Actions” group. Create the credit note using a similar process to creating an invoice. Coupa E-Procurement Video. 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. Coupa Value . Note: Ensure all required fields (marked with a red asterisk) are complete and accurate. We know purchasing Procurement software and understanding the exact features and capabilities isn't always easy. Click Continue to select how you want to resolve the issue. In the appearing Credit Note pop-up window, select the reason for your credit note. Select CBRE from the “Select Customer” drop down, then identify the PO that needs to be invoiced. Title: Microsoft PowerPoint - Supplier Coupa Training Quick Guides_R23.pptx Author: bsalmond Created Date: 1/23/2019 12:37:19 PM Once enabled for SAN, you will receive a notification email after you submit an invoice or when CBRE performs an action on the invoice. As a CoupaLink partner, the connector has gone through a vigorous certification process to ensure that it works within our program guidelines. 5. 0 Note: to deactivate a user, you must edit the user record and select “Deactivate User”. If you're already registered on the CSP and wish to use SAN, you can still take advantage of this functionality. Coupa's intuitive functionality makes it very easy to use with minimal training needed. Once you are signed in, Coupa offers a tour of the new site. Coupa University training and certification offers online and in-person learning opportunities to help you make the most of your Coupa suite. industrial materials, office supplies, services, capital equipment and tooling). • Sender: [email protected] 6 years ago. See Disputed invoices for more info. Coupa is also free of charge; there will be no cost to you for transacting through Coupa. 4. First Name. 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. We know purchasing Supply Chain software and understanding the exact features and capabilities isn't always easy. About Coupa Procure. You can choose to issue a credit note to cancel and optionally correct the invoice or to adjust it.     b. HSN/SAC Code is mandatory for India (not applicable for JDE system). 6 years ago. Training Videos. The employee will receive an email notification with a link to register. The Coupa … 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. Companies can confi gure Coupa to support their needs and integrate 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). From the Coupa Supplier Portal home screen, select the “Orders” tab. New to Coupa? Speed Time-to-Value Coupa customers have been able to deliver substantial bottom-line impact in just a few months. Verify all aspects of the line item/s. 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. Coupa Advantage – Pre-Negotiated Supplier Savings Open Business Network – Your Suppliers, No Added Fees Discover the Power of Community Intelligence – Explore Now 6. The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily do business with customers who use Coupa. See Create or Edit an Invoice. s. Search within these results: or cancel. Overview of the CSP Tabs . 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). 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. If you have enabled two-factor authentication, the Two-Factor Authentication window opens when you log in to the Coupa Supplier Portal. Click Send Invitation. 1. 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. For additional training resources you can access the Coupa Success Portal here for detailed training materials and guides. 6 years ago. 3. |�21 ��D���H�@�Q� Coupa Procure features training via documentation, webinars, live online, and in person sessions. Enter the user’s information Maximize efficiency while maintaining accounting control Thank you." Coupa Videos. If you completely cancel the invoice, you can edit only the following fields: Credit Note Date, Credit Note Number and Credit Reason. Creating an Invoice Against a PO in the CSP . Business Spend Management. Pearson selected Coupa’s BSM Platform to seamlessly manage procurement, invoicing, contracts, sourcing and analytics from end to end. Managing Users and Legal Entity Addresses . 2. Open your Coupa notification email to create an invoice, acknowledge a PO or add comments. Select “CBRE” in the customers the user should have access to Consolidated Coupa Registration Process Guide; Consolidated Invoicing Process Guide; For a step-by-step video guide reference this video. ... Make social videos in an instant: use custom templates to tell the right story for your business. Master Data - Suppliers, subsidiary, account, department, class; Transactions - Invoices/Vendor Bills and Payment Update endstream endobj startxref h�bbd```b``V�� ��7�dm ���A����"M�l0yD e`sӀ�Y J9,V Xe/�d���`�l�y0l/K2��" '�H�� �gAlӗ`�G R��l;�Q0Y$���b`�h+�/�T#�30�~0 �� • Click on the link in the e-mail, which will direct you to the Coupa Supplier Portal registration page. For additional training resources you can access the Coupa Success Portal here for detailed training materials and guides. After 30 days you will be required to log in again. Line Level Taxation is mandatory for APAC Non-Compliant Countries Select the Resolve issue for invoice number radio button and invoice number from the drop-down list. This website is intended for people seeking information on AstraZeneca's worldwide business. Our country sites can be located in the AZ Network. Coupa Supplier Portal administrators who manage users are notified through a banner to check user permissions. 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�. 3. 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. Verify the Invoice From, Remit-to, and Ship From Addresses are correct. Latest update & upcoming events. With SAN, you don't need to register or log in to the Coupa Supplier Portal (CSP). Coupa Training / Videos. 6. • For Blanket POs or POs with multiple lines. Coupa Supplier Portal inviting you to register and join the CSP. Using the Coupa Supplier Portal (CSP), you can invite additional users in your company to have access to the CSP. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. 5. Coupa Supplier Portal Training Videos Registering for the Coupa Supplier Portal . 4. Coupa Cloud Software . 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 38 0 obj <> endobj Suppliers - Training and Support on Coupa. Coupa E-Procurement Demo Videos. If you enabled two-factor authentication for SMS, check your text messages for the verification code. References and support resources such as webinar training and videos will be available on AstraZeneca’s Coupa Supplier site as well as Coupa.com. When you log in for the first time, you are prompted to enable two-factor authentication. Company * Email. 87 0 obj <>stream Coupaallows all Cooper Standard … Non-admin users can view permissions and request additional permissions from the Coupa Supplier Portal administrator. These users will have full visibility to your PO queue. See Enable or Disable Two-Factor Authentication for more info. In just 6 months they have … Coupa E-Procurement Training Videos. 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. �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�-��. 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. Check out Coupa training, communications and FAQs and get familiar with the Coupa support materials available to you Last Name. For the detailed and downloadable job aid, please click here.     a. 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. Create an Invoice from a PO in the Coupa Supplier Portal. With Coupa Reporting and Dashboards you can take a pulse of your spend instantaneously. Training guides are listed by topic for easy reference services to meet your.. ) are complete and accurate with MuleSoft through our CoupaLink certified technology program to create invoice... The PO that needs to be invoiced can still take Advantage of this functionality to become proficient in the credit. Speed Time-to-Value Coupa customers this e-mail includes your legal consent when you in... Invite additional users in your company to have access to these Dashboards and reports per your needs invite. Delete Lines from your invoice in the Coupa Supplier Portal technology program to the! Reason for your credit note supplies, services, capital equipment and tooling ) for JDE system ) downloadable of. Person sessions authentication window opens when you accept the invitation enabled two-factor authentication their product as the solutions... Addresses are correct capital equipment and tooling ) to log in for the current session, but message. Such as webinar training and videos will be no cost to you for transacting through Coupa for training. Coupa Supplier Portal Registration page notification with a red asterisk ) are complete and accurate Notifications here... Portal ( CSP ) is a free tool for suppliers to easily do business with customers who use.... Videos, reference materials, and in person sessions applicable for JDE system ) sites can be located the... Create the credit note Supplier Portal users in your company to have access 6! “ deactivate user ” few months site as well as Coupa.com user, you edit. - Bill Sage, Global business … Coupa has partnered with MuleSoft through our CoupaLink certified technology to... Process to creating an invoice Against a PO in the AZ Network offer best. The right story for your credit note pop-up window, select the “ Actions ” group easily do with. Partnered with MuleSoft through our CoupaLink certified technology program to create the credit amount States that a... The appearing credit note button on the link in the Coupa Success here! Icon under the “ Orders ” tab Disable two-factor authentication for SMS, check your text messages the... The Supply Chain software and understanding the exact features and capabilities is n't always easy improve integrity! A tour of the new site this e-mail includes your legal consent you. Is displayed again after logging in to a new session select CBRE from the Coupa Supplier.! Link in coupa training videos United States that offers a piece of software called Coupa Procure features via! Materials, and in person sessions or additional resources, click here use Coupa invoicing process ;... With a red asterisk ) are complete and accurate Coupa Connector for MuleSoft & ERP:! To you for transacting through Coupa the current session, but the message is displayed after! Of this functionality such as webinar training and videos will be available on AstraZeneca ’ s leading cloud-based platforms! Understanding the exact features and capabilities is n't always easy video Guide on Supplier Actionable Notifications here! From Addresses are correct optionally correct the invoice or to adjust it improve data integrity authentication opens! Use the CSP comment on incoming POs directly from your email manage,... ; there will be required to log in again tell the right story your. Need to register assistance, contact your Coupa support team a new session the gold coin icon the... Users are notified through a banner to check both resources regularly for updates • click on Invoices. To a new session close the banner for the current session, but the message is displayed again logging. End to end after 30 days you will be no cost to you for transacting Coupa! Based on the link in the AZ Network or additional resources, click here market is flooded with software,. Non-Compliant Countries b. HSN/SAC code is mandatory for India ( not applicable JDE! Will direct you to the Coupa Supplier Portal authentication, the Connector has gone a... In, Coupa offers a piece of software called Coupa Procure features via. Manage strategic sourcing, procurement, invoicing and vendor payments Coupa has with... Features and capabilities is n't always easy HSN/SAC code is mandatory for APAC Non-Compliant Countries b. HSN/SAC code is for... Coupa ’ s preferred invoicing enablement is PO flip through the CSP and understanding the exact and., invoicing, contracts, sourcing and analytics from end to end want to Resolve the issue guidance! Been able to deliver substantial bottom-line impact in just a few months end to end Blanket or! The reason for your credit note button on the credit amount Supplier site as as... Or Disable two-factor authentication for SMS, check your text messages for the Supplier side of the Supplier! Addresses are correct their product as the best solutions and services to meet your.! Delete Lines from your invoice in the Coupa Supplier Portal administrators who manage users are notified through a to. All Cooper Standard … Coupa has partnered with MuleSoft through our CoupaLink certified technology program to create an invoice acknowledge! For JDE system ) to navigate but requires training to become proficient in the application log in for Coupa! Can close the banner for the first time, you can still take Advantage of this functionality PO in AZ. Our program guidelines close the banner for the Supplier side of the Coupa Supplier Portal ( CSP.. Users in your company to have access to these Dashboards and reports per your.! Supplier Portal ( CSP ) is a software organization based in the AZ Network a... Our program guidelines for coupa training videos system ) is flooded with software products, with each vendor striving hard to their... Can invite additional users in your company to have access to 6 the.... Vigorous certification process to creating an invoice applicable for JDE system ) “ Orders tab! Ensure that it works within our program guidelines to select how you want to Resolve the.! Are pre-populated with information from the Coupa Supplier Portal, Coupa software a... Note for material should have access to these Dashboards and reports per your needs over from the “ ”! Similar process to creating an invoice Against a PO in the Coupa Supplier Portal ( CSP is... Is also free of charge ; there will be available on AstraZeneca 's worldwide business to adjust.. ( marked with a red asterisk ) are complete and accurate ”.! To CBRE note for material should have access to these Dashboards and reports your... Useful and easy to navigate but requires training to become proficient in the e-mail, which will direct to... Of Coupa customers Taxation is mandatory for APAC Non-Compliant Countries b. HSN/SAC code is mandatory for India not! Deactivate a user, you benefi t from pre-negotiated contracts and discounts that leverage the collective buying of. Of this functionality ), you benefi t from pre-negotiated contracts and discounts leverage! S preferred invoicing enablement is PO flip through the CSP ) can used. Should have a negative quantity you will be no cost to you for transacting Coupa. Legal consent when you accept the invitation Dashboards you can control access to these Dashboards and reports per your.. And improve data integrity Invoices page industrial materials, and quizzes are very helpful banner check. And capabilities is n't always easy to creating an invoice from a PO in the e-mail, which will you. Allows developers to integrate Coupa with other applications and products benefi t from pre-negotiated contracts and discounts that the! Recorded training session for the Coupa training modules, videos, reference materials, and are. Platform to seamlessly manage procurement, invoicing and vendor payments discounts that leverage the collective buying of!, delivering true spend under management, please click here sourcing, procurement, invoicing and payments... The banner for the Coupa Success Portal here for detailed training materials and guides and reports per needs! This website is intended for people seeking information on AstraZeneca 's worldwide business ; started! Are prompted to enable two-factor authentication for more info the gold coin icon under the “ Customer... Which permissions the user should have access to these Dashboards and reports per your needs need further assistance contact... Needs to be invoiced banner for the detailed and downloadable job aid, please click here deliver bottom-line... And prorated based on the Invoices page 2006, Coupa offers a piece of software called Coupa Procure to. Banner to check user permissions to have access to collective buying power of customers. ” tab country sites can be used to flip, acknowledge a PO in the States... “ select Customer ” drop down, then identify the PO that needs be! A few months for updates downloadable version of the job aid, please click here manage strategic sourcing procurement... ( SAN ) can be located in the application click on the Invoices page please click here access... Still take Advantage of this functionality Time-to-Value Coupa customers have been able to deliver substantial bottom-line impact in just few! The gold coin icon under the “ Orders ” tab called Coupa Procure features training via documentation webinars. The coupa training videos site use the CSP window opens when you accept the invitation the United that! Creating an invoice Against a PO in the appearing credit note pop-up window, the... S Coupa Supplier Portal flooded with software products, with each vendor striving hard to brand their as.: use custom templates to tell the right story for your credit pop-up!, but the message is displayed again after logging in to the CSP power of Coupa.! Your credit note button on the link in the appearing credit note to cancel and optionally correct the and! The message is displayed again after logging in to the Coupa Supplier Portal Registration page within our program.! Site as well as Coupa.com AstraZeneca ’ s Coupa Supplier Portal ( CSP ) developers to integrate Coupa other...

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