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Coupa Success Portal

Changes in the CSP Documentation

Changes for the September 2020 Release

Topic Change Details
Create or Update Your Profiles Updated Updated with information about how to reuse public profile information in customer-specific profiles.
Set up Legal Entities Updated Added a tip about the tooltips showing the number and type of characters allowed in the banking information fields depending on the selected bank account country.
Access Add-ons Updated Updated to reflect the changes on the One-Click Savings and Express Interest pages.
Create or Edit an Invoice Updated Replaced the screenshot of the Invoices page to show the addition of the Dispute Reason column to the Invoices table.
View and Manage Invoices Updated Updated to show the addition of the Dispute Reason column to the Invoices table.
Log in to the CSP Updated

Removed the warning and note about the banner listing permissions.

Updated with information about the new login page with the welcome message.

Create Your Account Updated

Added a note about the case when you join the CSP from one of two simultaneous invitations.

Updated with information about the new registration page with the welcome message.

Manage Users Updated

Replaced the screenshots to show the new Business Performance tab and the Business Performance permission necessary to see it. Also, updated the table with the new permission.

Added more details about how to use the Restricted Access to Orders and Restricted Access to Service/Time Sheets permissions. 

View and Manage Notifications Updated Added notification preference setting options for canceled orders, granted permission for viewing business performance, and bank transfer, virtual card, and zero payment remittance advice.
Navigate and Get Help Updated Updated with information about the Business Performance menu item.
View Business Performance Data New Provided instructions on how to view a summary of orders and invoices that may need attention, year-to-date order and invoice trends, and lead time to shipping goods.
CSP Features by Release Updated Added information about the features introduced in this release.

Changes for the May 2020 Release

Topic Change Details
Access Add-ons Updated

Updated to reflect the changes in content and layout and to provide details about the One-Click Savings add-on.

CSP Videos Updated

Added a new video about One-click Savings.

CSP Features by Release Updated Added information about the features introduced in this release.

Changes for the January 2020 Release

Topic Change Details
View and Manage Notifications Updated

Updated to reflect that the notification preference setting A new comment is received for Form Responses is enabled by default for new suppliers.

Added new notification preference settings.

Also, added information about stopping SMS notifications by replying STOP.

View and Manage Invoices Updated

Added information about the Totals with Early Payment Discount section on legal invoices.

View and Manage POs Updated

Added information about the tooltip text of the icon for flipping a PO into an invoice. 

Added information about the new Assigned To column.

View and Manage Service/Time Sheets Updated Added information about the new Assigned To column.
Register for the CSP Updated Updated the information about the content and format of email invitations.
Create Your Account Updated Updated to reflect the new Department and Role fields.
Create or Update Your Profiles Updated Added information about the profile summary, the Learn More link, and the new fields on the Public Profile page.
Manage Your Account Updated

Updated to reflect the change of the page title from My Account Password to My Account Settings, the new Department and Role fields, and the User Details and Change Password sections.

Manage Users Updated Added information about the Restricted Access to OrdersRestricted Access to Service/Time Sheets, and Pay Me Now permissions.  
Invoices Updated Added information about how long legal invoices are available for download.
Navigate and Get Help Updated

Replaced the screenshot of the Home page to show the new Profile Summary section and reflect the other changes to the profile.

Replaced the screenshot of the contact information pop-up for chatting with Coupa Support to show the new text stating that the Coupa Support chat is only for technical issues with the CSP.

Admin Page Updated Updated to reflect that E-Invoicing Setup has changed to Legal Entity Setup.
Create or Edit an Invoice Updated

Updated to reflect the changes to adding new or choosing existing invoicing details.

Added information about the tooltip text of the icon for flipping a PO into an invoice and about the fields that cannot be edited if customers mandate PO acceptance.

Set up Legal Entities Updated

Changed title from Set up E-Invoicing.

Updated to reflect the changes in setting up legal entities. 

Changed the requirement of 4-28 digits to 4-28 characters for the Account Number field.

Added details about how to fill in the What is your Tax ID? section in the absence of a tax ID number.

CSP Videos Updated

Added a new video about the profile summary and additional fields.

CSP Features by Release New Provided information about which CSP features were introduced in which release.

Changes for the September 2019 Release

Topic Change Details
Create an Invoice from a POCreate a Credit Note Removed Moved the content of these topics to Create or Edit an Invoice.
Create or Edit an Invoice Updated Updated with content from topics Create an Invoice from a PO and Create a Credit Note, and added instructions on how to create a blank invoice and an invoice from a contract.
CSP Videos Updated Updated the videos for Intro, Help, Profile, Orders, Invoices, Catalogs, and Admin. Also, added new videos about profile progress, announcements, and creating invoices.
Register for the CSP Updated Updated the information about registering to the CSP from a PO email.
Set up E-Invoicing Updated Added information about the Account Number field digit count limit being increased.
Navigate and Get Help Updated Provided instructions on how to chat with Coupa Support to get help. Also, replaced the screenshot of the Home page to show the sections for profile progress and announcements.
Create or Edit an Invoice Updated Added information about the possibility to update PO references on invoice lines and add PO lines from other orders.
Manage Users Updated

Added information about the Order Changes permission.

View and Manage Notifications Updated

Added notification preference setting options for customer announcements, integration errors, rejected PO change requests, and Coupa Pay new virtual cards, reissued virtual cards, and virtual card reminders.

Also, updated to reflect the new Announcements filter option on the My Notifications page.

Create or Update Your Profiles Updated Added information about the profile progress indicator and the new fields on the Public Profile page.
View and Manage Invoices Updated Replaced the screenshot of the Invoices page to show the position of the buttons for creating invoices or credit notes.
View and Manage POsView PO Lines Updated Replaced the screenshot of the Orders page to show the Order Changes and Order Line Changes tabs. 
Admin Page Updated Added information about viewing cXML submission errors.
Manage Merge Requests Updated Replaced the screenshot of the Admin Merge Requests page to show all the tabs on the page.
Set Coupa Accelerate Preferences Updated Updated to reflect the possibility to select customer-specific payment terms and apply them globally.
Create Custom Views Updated Added information about the new pages that have tables.
Edit a PO New

Provided instructions on how to request changes to POs and add shipment tracking information.

View Customer Announcements New Provided instructions on how to view announcements from customers.
View cXML Submission Errors New Provided instructions on how to manage notifications of and view cXML errors.

Changes for the May 2019 Release

Topic Change Details
Set Coupa Accelerate Preferences Updated Removed notes informing users that after logging in they need to navigate to pages that they tried to access from URLs without being logged in initially. Users that click on links to CSP pages without being logged in are now directed to the relevant pages (not to the Home page) after logging in.
Set up E-Invoicing Updated Added information about the Account Number field digit count limit being increased from 17 to 19.
Manage Users Updated Replaced the screenshots to show the new Payments tab and the Payments permission necessary to see it. Also, updated the table with the new permission.
Admin Page Updated Added information about creating SFTP accounts.
View Service/Time Sheet Lines Updated Updated to reflect the changes in layout and information provided on service/time sheet lines to support partial acceptance of services. 
View and Manage POs Updated Added a tip about adding comments to POs that suppliers do not accept and want to reject.
View and Manage Notifications Updated Added notification preference setting options for abandoned invoices and Coupa Pay new digital checks.
View and Manage Invoices Updated Added information about the new Abandoned invoice status.
Create or Edit an Invoice Updated Added information about invoices associated with digital checks and bank transfers being populated with payment information.
Navigate and Get Help Updated Replaced the screenshot and updated the table to show the new Payments tab.
Log in to the CSP Updated Updated the Additional Features page of the Welcome tour with information about the new Payments page.
View and Download Digital Checks New Provided instructions on how to view and download digital checks.
Create SFTP Accounts New Provided instructions on how to create and manage SFTP accounts.

Changes for the January 2019 Release

Topic Change Details
View Remit-to Information Updated Updated to show that new remit-to addresses can be created/added directly when creating invoices.
Set up E-Invoicing Updated Updated to reflect the changes in setting up legal entities.
Create a Credit Note Updated Updated to reflect the changes on the Create Invoices page.
Create or Edit an Invoice Updated Updated to reflect the changes on the Create Invoices page and in how an invoice is created from a contract.
Create an Invoice from a PO Updated Updated to show that new remit-to addresses can be created/added directly when creating invoices. 
Create or Edit a Service/Time Sheet Updated Updated with information on service/time sheet lines.
View PO Lines Updated Added information on new PO line fields for services.
View and Manage Service/Time Sheets Updated Replaced the screenshot to show the new Service/Time Sheet Lines subtab.
Navigate and Get Help Updated

Replaced the screenshot of the Help Tour with a reference to the section on the updated welcome tour.

Replaced the screenshot and updated the table to show the new Add-ons tab.

Create or Update Your Profiles Updated Added a note stating that changing the customer-specific profile might update the supplier information that the specific customer has on record.
Log in to the CSP Updated Added information on the new welcome tour.
Register for the CSP Updated Updated with information on the changed subject line, content, format, and style of the email invitations. 
View Service/Time Sheet Lines New Provided information on viewing service/time sheets at line level.
Access Add-ons New Provided information on the add-ons that admins can access.

Changes for the September 2018 Release

Topic Change Details
Register for the CSP Updated Updated with information on additional options to register for the CSP. 
Create Your Account Updated Updated with information on forwarding your invitation to the CSP.
Log in to the CSP Updated Added information on the banners that warn about permissions.
View and Manage Notifications Updated Added notification preference setting options for form response reminders, early payment opportunities, and legal invoice export results.
View and Manage Invoices Updated Added information about downloading all the legal invoice attachments in one compressed file.
Set Coupa Accelerate Preferences Updated Updated with instructions on how to accelerate orders from PO emails and information on notifications of customers who are ready to accept early payment discount offers.
CSP FAQ / Invoices Updated

Added a note to the Why can't I edit, void, or delete an invoice? frequently asked question. 

Updated the What does the Export to button do? frequently asked question with information on bulk exporting legal invoices and increased export size limitation.

Changes for the May 2018 Release

Topic Change Details
CSP FAQ / Other Updated Added a frequently asked question about archiving information in the CSP.
Register for the CSPCreate Your Account, and Log in to the CSP Updated Replaced the screenshot of the Register/Log In page to show the newly added links where you can get help with registering and logging in.
Create or Edit an Invoice Updated Added information on the warning message that you might get if you try to submit an invoice that does not meet your customer's requirements.
View and Manage Notifications Updated Added two new notification preference setting options.
Manage Users Updated Replaced the screenshot of the Edit user access for [User Name] window to show that the Deactivate User button is inactive for the user who is logged in. Also, added a note to explain the reason.

Changes for the January 2018 Release

Topic Change Details
Create or Edit an Invoice Updated Added a note stating that it is not possible to pick lines from POs when creating an invoice.
Enable or Disable Two-Factor Authentication and Log in to the CSP Updated Updated with instructions on how to use SMS messaging to validate your credentials when prompted by two-factor authentication.
View and Manage Notifications Updated

Updated with information on new notification preferences that you can set to get notified if your customer sends you a comment or replies to your question/comment about unclear sections of the SIM update request form or provides a reason for rejection.

Set Coupa Accelerate Preferences Updated

Updated with instructions on how to set early payment discount terms at transaction level, that is, for specific orders and invoices for some or all customers.

View and Manage Invoices

Updated Updated with information on resolving disputed invoices.
Create a Credit Note New Provided instructions on when and how to create a credit note.
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