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Coupa Success Portal

Step 8: Move to Production

Overview

Once you've run all of your test cases with your supplier, it’s time to move the supplier to production. You'll take the production credentials that your supplier provided and enter them into your Coupa production instance. Once you've finished setting up the supplier, let them know when they can begin to see live orders, and when they can start sending you live invoices.

Below is a helpful checklist based on the type of enablement

Coupa Supplier Portal

  1. Supplier communication sent out.
  2. Supplier record created in Coupa and has FName/LName/Email?
  3. Supplier record has correct email id for Coupa Supplier Portal invite?
  4. Coupa Supplier Portal invite sent from prod instance?
  5. Coupa Supplier Portal registration reminder sent to suppliers?
  6. Supplier Coupa Supplier Portal registered?

Hosted Catalog Supplier

Use Case 1: Supplier Uploads Catalog via Coupa Supplier Portal

If customer also uploads the catalog, customer must do it under Setup > Supplier network catalogs.

  1. Supplier email received for Coupa Supplier Portal invite?
  2. Supplier profile updated with Coupa Supplier Portal email?
  3. Coupa Supplier Portal invite sent out to supplier from prod instance?
  4. Supplier Coupa Supplier Portal registered?
  5. Supplier catalog uploaded?
  6. Content group created for the catalog by the customer?
  7. Catalog reviewed by customer and ready?

Use Case 2: Supplier Uploads Catalog via Integration (SFTP)

  1. End-to-end testing complete?
  2. Final sign-off and when to go live received from customer?
  3. SFTP setup and login sent to supplier?
  4. File uploaded with zero errors? 
  5. Content group created for the catalog by the customer?
  6. Catalog reviewed by customer and ready?

Punchout Catalog Supplier

  1. End-to-end testing complete?
  2. Final sign-off and when to go live received from customer?
  3. Punchout configuration data received from supplier?
  4. Configuration completed by customer?
  5. UOM list received from supplier and UOMs are set up, if applicable.
  6. UNSPSC list received from supplier and Commodity Mapping set up, if applicable.
  7. Ship-to address file sent to supplier, if applicable?
  8. Supplier contacts received in case of prod issues?

EDI PO Transmission Method

  1. End-to-end testing complete?
  2. Final sign-off and when to go live received from customer?
  3. EDI connectivity and ISA/GS info received from supplier?
  4. Customer email address received for awayfind?
  5. Docs updated (testing scenarios, support doc, supplier contact)?
  6. MTP ticket opened?
  7. Have customer place a small po to smoke test all the pipes are working.
  8. Review the po and confirm all’s fine.

Customer Webinar

 

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