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Coupa Success Portal

Viewing and Managing POs

Click on the Orders tab on the main menu. The Purchase Orders page appears.

From the Select Customer drop-down list in the top right corner, select the customer whose POs you want to see. 

When you visit the page again, it shows you the POs from the customer you selected last time.

The Purchase Orders table shows the following information for all the POs you received from the selected customer.

Column Description
PO Number PO number generated by Coupa. Click on it to view the PO. 
Order Date Date when the PO was created.
Status Current status of the PO. See the PO status list below for more info.
Acknowledged At

Date when you acknowledged the receipt of the PO, or "None" if not acknowledged.

 

You can choose to let your customer know that you received their PO by selecting the Acknowledged At checkbox on the PO. When you select the checkbox, the current date appears in the Acknowledged At column.

This checkbox is a simple toggle, so you can also un-acknowledge an invoice by deselecting the checkbox. If you re-acknowledge at a later time, the new date appears.

Items List of items on the PO.
Unanswered Comments

Your comments on the PO for your customer. Also, your customer's comments that you need to respond to.

You can see all your customer's comments or add your comments for the customer when you open the PO.

If you need urgent communication, contact your customer directly.

Total Total amount of the PO.
Actions

Click on the icons for the following actions:

  • Gold_Coins.png - Create (flip the PO into) an invoice.
  • Red_Coins.png - Create a credit note.
  • Services.png - Create a service/time sheet.
  •  - Create (flip the PO into) an advance ship notice (ASN).

POs can have the following statuses:

Status Description
Buyer Hold The PO is approved but pending buyer review.
Cancelled The PO is cancelled and doesn't need to be fulfilled.
Closed The issued PO was received and then closed, either manually or automatically within Coupa.
Currency Hold The PO is on hold due to a currency exchange rate issue.
Error There's something wrong with the PO. Contact your customer to get the PO back on track.
Issued The PO was approved and sent to you.
Supplier Window Hold The PO was approved outside of the order window schedule under contract terms.

Above the table you can have instructions from the customer specifying, for example, policies or best practices.

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