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Coupa Success Portal

New Supplier Widget

The New Relationship configurable widget allows users to easily request new relationships with existing suppliers. After the user submits the request, the system can be configured to launch a program associated with the supplier request to the requester, or to other stakeholders.

Links to navigate the user directly to each of the required fields are listed in a pink band across the top of the New Supplier form. Any user input validation errors are indicated in the same pink band.

RA - New Supplier Widget 1.png

To create a new supplier using the widget, complete, at very least, the minimum required fields and the preferred optional fields within the widget form.

RA - New Supplier Widget 2.png

Click the Create button to submit your request. Or, click the Clear button to exit the form without saving changes.

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 permissions.

  • Moving the widget causes the widget to reset and will erase any changes that are made to the widget. Therefore, if a user is completing the New Supplier form and decides to move the widget elsewhere, the form will be reset and the user’s data entry will be lost.
  • A single custom supplier request widget may be configured per customer.
  • Users must be careful which fields they remove or don’t add to each widget; for example, the Corporate Name, Account Manager First Name, Account Manager Last Name, and Account Manager Email address fields should not be removed from the New Supplier widget for the application to function properly.

The application can be configured to error or warn on a duplicate. 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 form when duplicate suppliers are prohibited, permitted to submit the form after the warning displays. If duplicate checking is not configured, the user can create duplicate supplier records for the supplier name entered.