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Coupa Success Portal

New Supplier Request Widget

The New Supplier Request widget allows a user to request a new supplier be added to the customer. After the user submits the supplier request, the system can then be configured to launch a program related to the supplier request to the requester or to other stakeholders.

Links to take the user directly to each of the required fields are listed within a pink band across the top of the New Supplier Request form. Any validation errors that occur on the user’s data entry input are indicated in the same pink band.

RA - New Supplier Request Widget 1.png

The following validation rules are applied when the New Supplier Request data is submitted:

  • Supplier Name is required and must be unique in the application.

The application can be configured to error or warn when a duplicate supplier name is detected; the following validation message is displayed: “A supplier with this name already exists in the system.” Based on the user’s corporate settings, they will be prohibited from submitting the New Supplier Request form when duplicate suppliers are prohibited, or permitted to submit the form after the warning displays. If duplicate checking is not configured, the user can create duplicate supplier records for the new supplier name entered. See the Company Information and Settings help topic for additional details on configuring duplicate checking on supplier name.

  • Supplier Website must be a valid URL (supported in Internet Explorer 8, IE9, Mozilla Firefox, and Google Chrome).
  • Tax ID must be a valid format: 99-9999999.

The application can be configured to error or warn on a duplicate. When a duplicate TaxId is detected, the following validation message is displayed: “A supplier with this TaxID already exists in the system.” Based on the user’s corporate settings, they will be prohibited from submitting the New Supplier Request form when duplicate suppliers are prohibited, or permitted to submit the form after the warning displays. If duplicate checking is not configured, then the user can create duplicate supplier records for the supplier TaxID entered. See the Company In formation and Settings help topic for additional details on configuring duplicate checking on supplier TaxID.

  • DUNS Number must be a valid format: 99-999-9999.
  • The application can be configured to error or warn on a duplicate. When a duplicate supplier DUNS is detected, the following validation message is displayed: “A supplier with this name already exists in the system.” Based on the user’s corporate settings, they will be: prohibited from submitting the New Supplier Request form when duplicate suppliers are prohibited, or permitted to submit the form after the warning displays. If duplicate checking is not configured, then the user can create duplicate supplier records for the supplier name entered. See the Company In formation and Settings help topic for additional details on configuring duplicate checking on supplier DUNS.
  • Contact First Name is required.
  • Contact Last Name is required.
  • Contact Email is required and must be a valid email address (supported in IE8, IE9, Firefox and Chrome). It must also be unique within the application.

When an invalid email is detected, the following validation message is displayed: “Contact Email is invalid.”

  • Contact Phone must be a valid format.
    • Examples of valid U.S. numbers:
      • (555) 555-1234 x2486
      • (555) 555-1234
      • 555 555-1234
    • Examples of valid International numbers:
      • +33 5551234
      • +(33) 555 678-1234
      • 33 555 678-1234
  • Description is required.

To create a new supplier request using this widget, complete  the minimum required (*) fields and any optional fields.

RA - New Supplier Request Widget 2.png

Click the Submit button, or click the Reset button to exit the form without saving changes.

Following are important additional permission and functional details pertaining to the New Supplier Request widget:

  • By default the user must have permission to create new suppliers in order to use this widget.  A flag can be set that allows the customer to deny “create access” for the supplier and override the permission setting to allow users to create suppliers via the widget. The flag that can be set via localization under the parent” tag is <TenantBehaviours> and is called <IgnoreSupplierCreateWidgetSecurity>false</IgnoreSupplierCreateWidgetSecurity>. The default setting of “false” configures the widget to respect the system permissions and only allow users with create rights to see and use the widget. Changing the setting to “true” will allow all users to see and use the widget, regardless of their create rights.
  • Moving the widget causes it to reset, and will erase any changes that are made to the widget. Therefore, if a user is completing the New Supplier Request form and decides to move the widget elsewhere, then the form will be reset and the user’s data entry will be lost.
  • When a user account is created for the supplier contact, it is created by default as inactive.
  • Values for the Industry Code dropdown list must first be configured via the Admin tab, Setup Data Management link (Configuration Data Management section).
  • The Supplier Manager dropdown list is populated with all existing internal customer users in the application.
  • This widget can be used in conjunction with a program that contains the Supplier Match component to facilitate the review and approval of new supplier requests in support of the Supplier Registration process.
  • The content presented in the New Supplier Request widget can be customized via localization. Searching for the following tags in the XML file exposes the items that may be customized: <WebContextHome> or <Widgets_SupplierRequest>.