Join the Coupa Supplier Portal. On the main menu, click on the Orders tab. Once fully launched, it will also enable: Creation of electronic invoices; Faster invoice-to-pay process with convenient, real time visibility of invoice/payment status Using the Coupa Supplier Portal (CSP). You’ve received a purchase order from your customer and are now ready to do business. 04 Your recent purchase orders will be displayed. • Click on the PO Number link to open the purchase order and click on the Create Invoice … For all Coupa issued POs (beginning with “200xxxx”) you will need to load the Invoice into Coupa. 2. Invoice from MIT PO. Coupa invoice using the corresponding red delete buttons (see below) 2. 1. After the introduction of Coupa, our suppliers must submit invoices electronically using the Coupa supplier portal (CSP) or notification by the supplier (SAN): Supplier portal (CSP): We will send you an email invitation to register on the CSP. Supplier Actionable Notifications, where you create an invoice directly from PO email To load invoices, you have two options to create and submit an invoice: 1. Submit an Invoice. We call submitting an invoice through the Coupa system ‘flipping’ an invoice. Fulfill an Order. Q How do I submit an invoice in Coupa? CBRE will provide an additional invoice channel that supports e-invoicing. Sign up for Direct Deposit. This is typically used by suppliers with high invoice volumes. Use the “Create Invoice” button that comes on the received purchase order email. 30 The Coupa Supplier Portal Coupa will be rolled out globally across Inchcape from November 2018 onwards. To load invoices, you have two options to create and submit an invoice: 1. To take full advantage of the system, you are encouraged to register to Coupa Supplier Portal in time for go-live at no cost to them. • Invoice Date • Currency • Invoice From Address • Remit To Address • Ship From Address • Attachments • Ship to Address Note: For invoices with retainage, please enter the gross amount. The Credit Note creation screen is similar to the invoice creation screen but contains additional fields which you should populate such as “Original Invoice Number”. Click here for more information on how to do so. 2 Why must a PO be created before the invoice is received? The Coupa Supplier Portal will enable your organization to have a direct connection into Marquette University and conduct the following business activities: Using the CSP, you can submit a credit note specific to a PO. You will receive an email notification when a Purchase Order is created. The exceptions are billings to CBRE, FM Pilot, or some other industry-specific program. Under the “Attachments” field, upload a copy of the invoice you are submitting (Required). In the PO table that appears, choose the PO you want to invoice, and then click on the yellow coins to create an invoice. Find out more All fields marked with the red * are required. Invoice. • The supplier can’t submit an electronic* invoice into Coupa without a PO, so it will delay the payment if IQVIA haven’t created a PO first. Sign up for Direct Deposit. Creating a credit note in the Coupa Supplier network 6 If you are happy with the amount confirm by selecting “Send Invoice”. Information for Small and Diverse Suppliers. ; If the Invoice From Address, Remit-To Address, or Ship From Address do not appear, click the magnifying glass to select the respective addresses. Reference the ‘retainage percentage’ field on the PO or invoice for the amount of retainage that will be held. Post December 7th, 2020, you can submit your invoices through Coupa Supplier Portal (CSP) or Supplier Actionable Network (SAN). Q How do I submit an invoice in Coupa? Will we be required to upload an invoice image in Coupa? Invoice payment terms are Net 30 unless otherwise agreed by MIT. Coupa makes companies more profitable by reducing their costs; all with one simple platform that employees actually enjoy using. If you have confirmed that payment has been issued on our Coupa Supplier Portal or through the Invoice Portal but you did not receive it, please reach out to us at wmsc.ap@wm.com . You can flip an invoice from the purchase order notification email you will receive from us (how to flip an invoice). What does ‘flipping an invoice’ mean / how do I submit my invoice? Coupa –QRG | Page 3 Enter the invoice number and invoice date. You can submit an invoice directly from the Purchase Order email that you received from Coupa. To take full advantage of the system, you are encouraged to register to Coupa Supplier Portal in time for go-live at no cost to them. You can flip an invoice from the purchase order notification email you will receive from us. If you do not need to create an Invoice for a specific line, you can delete it and then proceed with the invoice process. Invoices can be created directly from a Purchase Order (PO) in the Coupa Supplier Portal (CSP). The Coupa Supplier Portal, where you sign in to flip a PO to create an invoice 2. cXML, where you can automate the process of sending an invoice file using Coupa's standard cXML format 3. CBRE will provide an additional invoice channel that supports e-invoicing. We expect our preferred suppliers will receive orders and submit invoices via CSP for more efficient order and invoice processing. for more info. DBS offers the following methods to submit invoices: 1. Invoice via Coupa Supplier Portal As an MIT supplier, you have free access to the Coupa Supplier Portal, a central online portal for receiving orders, submitting invoices, and tracking payment status. You can also create an invoice through the Coupa Supplier Portal. For retainage release Coupa’s cloud-based suite of financial applications makes it easy to get visibility and control over all the ways spend happens in your company—procurement, expenses and AP. If you do not have a Coupa Supplier Portal Account, Waste Management offers an Invoice Portal where you can see your payment status. See . The Total will update by itself each time you delete a line, and, assuming there are no further changes to make, the invoice is ready to submit. For future invoices against the same order, follow the same steps to ensure that what is being There are two ways you can submit, or flip, an invoice to us using Coupa. Submit your invoice using an electronic solution (such as COUPA or Tungsten) as follows: For Coupa POs (POs that start with the number 8) - If already linked to invoice via Coupa, the supplier should e-invoice via Coupa. Credit Notes can be found at any time by pressing the menu button and clicking the Invoices button. Improve your compliance and increase savings across the board. Fulfill an Order. Read the guide. If the invoice loaded into Coupa has more than 25 characters, there will be a break between Coupa and iScala. How to Submit an Invoice using Coupa for Pearson Purchase Orders. Save the email from "Coupa Notifications" that references the PO and press the big blue button in the centre of the Coupa Notifications email. Let us know how you would like to work with Coupa. Information for Small and Diverse Suppliers. Only thing you have to indicate is to select the contract (if available) and the VAT rate. Use the “Create Invoice” button that comes on the received purchase order email. Q: Do I need to upload invoice manually through Coupa? A: Yes, the invoices will need to be uploaded manually through Coupa. • Option 2: You can submit an invoice directly from the Purchase Order email that you received from Coupa. Join the Coupa Supplier Portal. Discover Pearson. Delete Lines from your Invoice in the Coupa Supplier Portal • For Blanket POs or POs with multiple lines. Notes: The Invoice number in Coupa must be unique and match the invoice number in your PDF attachment. Settlement Services International is a leading community-based not-for-profit organisation providing a range of services in the areas of refugee settlement, asylum seeker assistance, housing, multicultural foster care, disability support and employment services in NSW. If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu. You can leave the “Image Scan” field blank. information check our presentation Invoice Processing. No PDF version is allowed. For GWS U.S., Canada and Corporate U.S., you can submit an invoice number that contains up to 40 characters. An invoice image is not required, but it can be attached as additional information. Post December 7th, 2020, you can submit your invoices through Coupa Supplier Portal (CSP) or Supplier Actionable Network (SAN). For non-Coupa invoices, Use Simple Invoice Status to check the high-level status of a single invoice without logging on to P&G’s supplier portal, or; Get comprehensive invoice and payment status information by using the Invoice Status app. The itinerary parser in Coupa ensures that when an invoice is sent to Coupa from TripActions, the invoice is parsed based on the particular user's email address that expensed it and a unique Coupa email address is created for this user by Coupa so that all future expensing sent to Coupa is mapped to this same user. Enter an invoice number, tax details, and confirm the remittance account or address. How do I create an invoice? There are two ways you can submit, or flip, an invoice to us using Coupa. Using the Coupa Supplier Portal (CSP). You have successfully created a Credit Note! Click on the “Calculate” button so Coupa will calculate totals and taxes and then click on “Submit” Invoice … We call submitting an invoice through the Coupa system ‘flipping’ an invoice. Using multiple channels to invoice the same PO will delay payment process. suppliers will all migrate to Coupa on 11/1/2020, and all systems and regions will eventually migrate to Coupa. 2. Attach the PDF Invoice in the Attachments field. How to Create an Invoice 1 Coupa Supplier Portal User Guide Create an Invoice from a PO To flip a PO into an invoice, do one of the following: • Click on the Create Invoice (golden coins) icon for the PO in the Purchase Orders table. Suppliers will receive orders in an Order Request cXML and send their invoice information in an Invoice Detail Request cXML format and post the file directly to Coupa via an HTTP post. • Compliance: The purpose of the purchase order is to ensure that IQVIA has place an order for goods or services before those were delivered. To avoid this break, please ensure the length of the invoice number does not exceed 25 characters. For all Coupa issued POs, please load the Invoice into Coupa. Coupa will be used to send purchase orders and receive invoices electronically. Learn how to flip your Pearson Purchase Order into an electronic Coupa invoice via email notification or the Coupa Supplier portal. Suppliers can also view invoice and payment status. See our Frequently Asked Questions or email us at supplier@pearson.com. Select “Submit” to process the invoice to CBRE. Invoice from MIT PO. To do so, choose the red coins associated with that PO from the Purchase Orders table. NOTE: Suppliers should submit invoices through one channel: via the Coupa Supplier Portal (CSP), Supplier Actionable Notification (SAN), cXML, or email. 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