5 The rest of 13 Business Units (except SBS, DTL, CDGE) group_ap@comfortdelgro.com x. On this page, you will be able to review any merge requests you may have and accept or decline them. If you are a vendor selling to a company using Coupa and this is your first time logging into the portal, you will need to … They will receive a notification to accept or decline. The Invite User and Edit user access for [User Name] windows are almost identical, but when you invite a user, you can specify an email address. The admin page lets you manage merge requests, set up your remit-to addresses, accept the terms of use, and more. Note: This can also be found on the homepage. Customer Profile Page cont’d ... and also merge two Coupa Portals into one, if the need arises. The other user's company account becomes the only company account. We recommend reaching out to Coupa Support via their Chat function if the attempt to merge under Admin is not successful. the specific account that you want. *This can also be found on the homepage. There is no need to After the accounts merge, in most cases, the new account owner can administer data from both their account and the merged account, while the owner of the merged account can only administer data that originally existed in the merged account. Contact Coupa if you have any questions. You continue to be the administrator for the merged company account, and the previous administrator becomes a regular user in the merged account. Enter in the Email address of the other account and click “Request Merge”. We have consolidated vendor numbers under 1 CSP account, what impact will this have on us? Initiate Merge Request JohnDoe@ircoconi Request Admin Merge Requests Initiate Merge Rewest Merge Rewests coupa@coupamad.edu E-lnvcjcng Settw Request Merge Accounts If your company has more than one CSP account we try to list it below Consider merging them to reduce confusion for existing and potential customers. Merge suggestions appear in the right-hand column on the Home page. endstream endobj startxref On this page, you will be able to view any merge request you may have and accept/decline them. Supplier user who is “owner” of the UPS profile receives email for Merge Request and clicks ‘Accept Merge’ 4. Purchase orders for those vendor numbers will be released into the same Coupa … If you know that a suggestion is invalid, click on the Remove button and you will not see the request again. You can no longer be the account administrator, but the administrator of the existing account can choose to make you an administrator of the merged account. • Clicking Merge Requests will allow administrators to merge multiple CSP profiles within the same company in its Coupa supplier Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS. Can administer both Supplier A's and Supplier B's customers. 0 For more information, see Manage Users. Accounts with the same email address are merged automatically (regardless of which invite message you use to create your account, since both invites are sent to the same email address). They will receive a notification to accept or decline. By clicking on “ … You can see more information in the table below. View Remit-to Information 84 ... unclear sections of the SIM update request form or provides a reason for rejection. •If you know that a suggestion is invalid, click on the Remove button and you won't see the request again. CSP – how to merge accounts. Merge suggestions. For example, all the users with the @example.com domain get suggestions to merge. Can only administer and assign Supplier B's discount preferences. This can happen when several users from the same company register or are invited to the CSP through different email addresses. If you have merge requests you will be able to view/accept/decline them. If a user wants to change the email address, send a new invitation to that user. Note: This can also be found on the homepage. Merge Request. You will also be able to send out Merge request using this page as well. Here you have to choose who will be the owner of the merged account – you or the person you are inviting. If a recommended supplier appears on the homepage and you click “Request Merge”, this page will appear. [�*5�ܰ�={��X� g����O��&����qd. Manage Merge Requests Merge suggestions appear in the right-hand column on the Home page. Enter the email address of the other account and click “Request Merge”. • Management hierarchy: Coupa builds this hierarchy automatically, based off of theapproval limitandNext approversettings on a … initiate a “Merge” request with the other account (the logic is based on the email domain, so if it's a shared email domain, it should be available) Note: Only 1 account should request a merge with the other one 4. Admin: Merge Request On this page, you will be able to manage your merge requests. Supplier request merging of accounts in CSP Steps for requesting to merge multiple CSP accounts: Launch Coupa Supplier Portal Enter the following link in the browser: https://supplier.coupahost.co m Go to Admin then click Merge Request. Learn More Communities Are Spending Smarter Together. 2 Coupa profiles now merged into single Coupa profile endstream endobj 424 0 obj <>/Metadata 135 0 R/Pages 421 0 R/StructTreeRoot 151 0 R/Type/Catalog>> endobj 425 0 obj <>/MediaBox[0 0 720 405]/Parent 421 0 R/Resources<>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI]/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 426 0 obj <>stream You cannot change the user's email address. This causes the other account to be merged into your company account. Your company account is removed. For example, all users with the @supplier.com domain get suggestions to merge. ... is something requiring your attention, such as a request to complete a Supplier Information Management form. Click “Request Merge”. For example, all the users with the @example.com domain get suggestions to merge. You can also request a merge via Setup‐>Admin‐>Merge Requests, though we have heard from some suppliers that this is not always successful. From the homepage, you may see an option to “Merge Accounts.” This can appear if Coupa detects a supplier profile with the same company name or email domain Alternatively, if you know your company has a Coupa profile, but it is not showing up on the homepage, you can request a merge … %PDF-1.5 %���� When you merge accounts, you select the account that becomes the account owner. Click on the click here link takes you to the Admin Merge Requests page. Provide the email address of the account you want to merge, and click Request Merge. Enter the email address of the account you would like to merge with and click the Request Merge button. Can administer both Supplier A's and Supplier B's remit-to accounts. See how some of the biggest, most complex sourcing events are efficiently executed with a sourcing optimization platform. Type in the Email address of the other account and click “Request Merge”. Your company may have more than one account/profile in the CSP. If you want to merge the suggested account, click the “Request Merge” button 4 3 4 Enter in the Email address of the other account and click “Request Merge”. A notification will be sent to accept or decline. h�b```e``�g`a`��� Ā B�@Q�呭���sZ�\|.-���P����d��́k�|��z*�`�j�j���faa=q��`� "�f ����I�A�����@42��g�@� rc:� ��t�3�b���5a�Q�ؠ@�`7�0�����>�d�;��o �7� In this example, Supplier A and Supplier B merge accounts, with Supplier A becoming the account owner. © 2021 Coupa Software Inc. All Rights Reserved. Can only administer and assign Supplier B's legal entities. Also, information about a new merge request, will be visible on the main page in the “ Merge Accounts ” section and in the “ Merge Requests ” tab in “ Admin ”. Approvals You can configure approvals for: • Requisitions • Expense reports • Invoices Coupa generates approvals using a user's management hierarchy and custom approval chains. Add a note for an invited person. Coupa suggested merge request HOME 2 Coupa suggested merges Note: The suggestions to merge accounts are based on the email domain. h#Q�.��! Add a note about the merge request, for example, the reason for the account merge. You can connect to your customer in the Coupa Supplier Portal (CSP) if you receive an email invitation from them, and accept their invitation. Under the Admin tab, Merge Request is used if you have more than one Coupa profile. With Coupa Pay, the process is now much simpler and we’ve gained time back to focus on more strategic projects that are valuable to the business” Alison Bussett Senior Director, Accounting and Controller, Odonate You will also be able to send out Merge request using this page as well. You can also search for a specific account to merge, for example, if the account is not listed or the list is too long to search for the specific account that you want. Can administer both Supplier A's and Supplier B's users. %%EOF 2.2 ... You can choose to merge your account with theirs if they show on your merge suggestion list. 3. Can only administer Supplier B's remit-to accounts. Communities Are Spending Smarter Together. 433 0 obj <>/Filter/FlateDecode/ID[<1AD14BAD58D82A44A61FFE398B7AE29F>]/Index[423 17]/Info 422 0 R/Length 71/Prev 1052591/Root 424 0 R/Size 440/Type/XRef/W[1 3 1]>>stream CSP – how to merge accounts To request a merge, type in the e-mail address of a person whose mailbox is linked to other Coupa profile. Orders 423 0 obj <> endobj You will use this section to fill Coupa is a Fifth Time Leader in the 2020 Gartner Magic Quadrant P2P Suites Get the Report. Merge requests is used if you have more than one Coupa profile. Both Supplier A's and Supplier B's connection suggestions display on the. Supplier A can administer and assign both Supplier A's and Supplier B's discount preferences. Request Retainage Release (Suppliers) Create or Update Supplier Information in Coupa Supplier Portal (US) Create or Update Supplier Information in Coupa Supplier Portal (Canada) Submit Invoice or Credit Note in Coupa Supplier Portal (Suppliers) Merge Multiple Supplier Accounts (Suppliers) Sourcing Event (Spot Bid) – Supplier View “Before Coupa Pay, there were many time-consuming steps that our team had to take to pay our suppliers. Yes, it is a must to invoice through CSP. •Coupa is an online portal and can be accessed through a laptop or even with the mobile friendly version ... supplierenablement@terracon.com to request more information. 2.1 If you know that a suggestion is invalid, click on the ‘Remove’ button and you will not see this request again. 439 0 obj <>stream Find the answers to your questions on using your Coupa Supplier Portal account. When the invited user clicks on the Join Coupa button in the email, the user is directed to create an account to the CSP.. The other user's company account is removed. Coupa Sourcing Optimization It’s challenging to cover all of the “what ifs” in complex sourcing scenarios involving hundreds of items, multiple suppliers, and thousands of bids.