What does "pending receipt" mean? Extended Invoicing API Coverage for Invoice Creation, Differences between XML and JSON in Coupa, PO's and PO Changes Integration into your ERP, Account Validation Rules API (/account_validation_rules), Account Validation Rules API Example Calls, Budget Line Adjustment API (/budget_line_adjustments), Business Entities API (/business_entities), Data File Sources API (/data_file_sources), Financial Counterparties API (/financial_counterparties), Matching Allocations API (/matching_allocations), Project Memberships (/project_memberships), Remit-To Addresses API (/suppliers/addresses), Supplier Information API (/supplier_information), Supplier Information Sites API (/supplier_information_sites), Supplier Information Tax Registrations API (/supplier_information_tax_registrations), Tax Registrations API (/tax_registrations), Contract Template API (/contracts/templates), Coupa Pay Statements API (/coupa_pay/statements), Cycle Count Lines API (/cycle_count_lines), Default Receiving Locations API (/default_receiving_locations), Default Receiving Location API (/default receiving location), Easy Form Responses API (/easy_form_responses), Object Translation API (/uoms/uom_id/translations), Order Confirmations API (/order_header_confirmations), Pick Lists/Fulfillment Reservations API (/pick lists), Purchase Order Revisions API Example Calls, Inventory Adjustments API (/inventory_adjustments), Inventory Consumptions API (/inventory_consumptions), Inventory Transfers API (/inventory_transfers), Receiving Transactions API (/receiving_transactions), Return to Supplier Transactions API (/return_to_supplier_transactions), Supplier Diversity Report Direct Spends Export, Supplier Diversity Report Indirect Spends Export, Supplier Diversity Report Summaries Export, Work Confirmation/Header (Service/Time Sheet Header) Export, Work Confirmation/Line (Service/Time Sheet Line) Export, Expense Action Dynamic Category Limit Import, Expense Import Transaction Type Filter Map Import, Managing Your API Consumer Apps and Credentials, AGS-APAY Integration (For Internal Use Only), Get Started with the Risk Assess Quick Integration, Risk Assess Quick Integration File Formats, Contingent Workforce & Services Procurement, Update image scan attachment or image scan URL, Remove an approver who was manually added. When the invoice was last updated in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. The original invoice remains in disputed status and the corrected invoice is submitted for approval. This can be used to provide price agreed for a bulk quantity. Coupa is designed to allow suppliers to upload their invoices in csv format, but the csv file will need to be uploaded to an sFTP site and not directly in Coupa. If the preceding actions don't help and your payments are still missing or incorrect, contact support. If your customersuse countrycompliant invoicing, you can also bulk export all the legal invoiceattachments (usually PDFs) in a compressed (.zip) file by selecting the Legal Invoice (zip) option from the Export to dropdown. File and click on how to invoices coupa will be edited and pending receipt invoices available via the export to invoice? After the workflow status is reset to Draft, it becomes available for editing on the Vendor invoice page. Checking Payment Status Most Recent Payments Where Am I Paid? In the Invoices table, click on the invoice number or on theResolve button in the Actions column for the disputed invoice that you want to resolve. The tax rate indicated on the invoice charge. A green message bar informs you that "The data you requested will be emailed to you shortly.". Must match an existing tax rate code within Coupa. Once an invoice has been approved, what do I need to do next? Self billing reference - used for compliant countries like The Netherlands. For more information, seeWhat does the Export to button do? Click on it to view the invoice. You can upload your PDF invoices in the following ways: Check if you are using the supported protocols:TLS 1.1 or TLS 1.2. (Please, remember leave a comment about the rejection for the requester). Used by Procurement to hide Purchase Order price from the Vendor. Visible to both Coupa users and the supplier. On the Homepage Screen, click on any Punchout supplier located under. If your job function requires you to manage budget and management approvals, purchase orders and invoice approvals in Coupa, follow the below steps: Due to the limited number of licenses available for Coupa, it is recommended that each department identify power users responsible for managing requisition budget and management approvals, purchase orders and invoice approvals on the teams behalf. Step One: Developing a Workflow A simple SuiteFlow "state" (a.k.a. You can set up invoice tolerances from Setup > Financial Setup > Invoice Tolerances. Requisitions and PO Management. D3| &a|o0GYhHqaA4A,SJG4@`D*hu&t2:8jI;`[Dj"L.W7ao?b?vY8G8ZGhhEW]}\^SQYlee!=l. On the main menu, click on theInvoices tab. The supplier-created remit-to zip or postal code. Describes the number of units on the line item that the 'Bulk Price' describes the price for. Indicates if transaction has been canceled, Clearance document attachment file name. The invoice is your customer's queue and you'll be paid based on the payment terms you set with your customer. an incorrect receipt was made). We The unique identifier Coupa assigns to the receipt. The total amount of the invoice, including all distributed summary amounts. stream The URL to access invoices is: Do I need to include accounting information on cXML invoices? When you visit the page again, it shows you the invoices for thecustomer you selected last time. Excel spreadsheet, emailed by your customer, which you fill out and send back to them. The unique identifier Coupa assigns to the tax line. The Supplier must complete the form and submit it back. rejection note explains the dispute reason and what action needs to be taken. The unique sequential counter Coupa assigns to the account allocation split. Disputed Invoices -Invoice Status 2/17/2021 10 The green bar of success should appear at the top of the Invoices screen. 3 0 obj Accessing the Invoices and Payments Page Step 1 After logging into Workday, click the Invoices and Payments section. Check invoices on completeness and correctness of data with regard to account. This is used to create a request on behalf of another user. Selecting an object in the Coupa connector in the create/update object action. This is ideal for invoices without a PO. The tax rate code for the invoice summary tax rate. If an invoice has some incorrect information, correctit. It has an easy-to-use interface that will improve the way suppliers connect with GitLab. ; Deleting a main PO line also deletes inventory resources (i.e. Why do I get the "VAT ID format incorrect" error? A code given by banks to use it instead of a bank account transfer. Invoices with this status are visible only to you,not to your customer. .|*f& O?Wl]C~rdU:[q6|vyY:\ A watcher cannot approve or reject the cart but will receive notifications about the requisition. The generated files will be placed into./Outgoing/Invoiceson theStandard SFTP setup. Image Scan: Please do . Click on the "Two-Factor Authentication" subtab. This user will then have to approve the invoice once received. However, not all objects listed here have endpointssome are only referenced by objects, and can't be updated directly. To activate Slack notifications please follow below steps or view the Coupa Slack. Verify invoice against purchase order in the integrated ERP system SAP. Click "Allow". The email address of the user who created the corresponding purchase order. %PDF-1.4 True or False. Key Areas of Accountability / Responsibility. Ask your customer which method they prefer. is-credit-note=true Overview The URL to access invoices is: https:// {your_instance_name}/api/invoices As of Release 29, Coupa has enhanced the invoicing API to be fully functional, on parity with other invoice buyer channels. Invoice with this status is visible only to you and not your customer. Manually set. For more information, see CoupaSupplier Portal. To access the platform: Please note that every month all Coupa access will be reviewed and users who haven't been active in a period of 90 days will have their access removed. Why can't I edit, void, or delete an invoice? Describes the current status of this allocation record, If the allocation described in this record is active or has been voided. Check with your customer if this option works for them. Denominator value for the ratio to convert from 'Bulk Price UoM' to line UoM. How long are legal invoices available for download? Whattypes of files can I attach to an invoice? x][o\~pphK (kGE(mHMlhW}99KH>._U_wg/?N_o?Otwy?lf{yUOo?nZoj*/u5{L7 abZzsCzF\{g8dO See Invoices and Purchase Order Troubleshooting for a partial list of possible hold-reason codes along with links to the resolution for each. Cart Checkout and returning to Coupa Review Cart screen depends on the Punchout site. With the implementation of Zip effective 2023-02-01, all New Supplier Requests and Updates to Suppliers Requests will be created by the Procurement Team in Coupa. Managing your CSP Account. Required fields marked with two asterisks ** are only required when The login name of the user who created the invoice. 2 2 PROJECT AND P2P OVERVIEW. Yes, if a customer deleted an invoice number, you can reuse it. Current status of the invoice. When you click on theDownload Legal Invoicesbutton in the email or on the notification in the CSP,the compressed file is downloaded to your device. Split line accounting must be enabled. If an invoice has some incorrect information (other than price or quantity), for example, incorrect tax rate or item description, create a credit noteto cancel it and issue a new corrected invoice. What options are available for me to submit invoices to my customers? Also, your customer's comments that you need to respond to. Your customer can choose to notify you of this invoice status change and provide instructions. What does the status "Pending Approval" mean? directly for any other goods or services, the direct-billing invoices will transition to Coupa. The login name of the user who last updated the invoice. If the price and/or the quantity for invoice lines(s) is incorrect on an invoice, issue an adjustment credit note (partial credit) to correct it. For more information, see the invoicestatus list below. For compliant invoicing countries, it is technically not A: To check the status of a payment, go to the Invoices tab> find your invoice using the Invoice # column and click on the Invoice Number> Scroll-down to the Payment section and click on the chevron icon next to it > Review payment details. <> DRIVENBYTRUST 1 AGENDA. Click on theCreate Blank Invoicebutton above the Invoices table. Once the files aresuccessfullyplaced into the sFTP folder the invoices will be marked/flagged as exported. The name/code given to the supplier remit-to address by the supplier, The user-friendly name given to the remit-to address by the supplier to make it more easily identifiable. For more information, see Disputed invoices. Only an ADMIN and Central Receiver will have the ability to void receipts. The name/code given to the supplier invoice-from address by the supplier. A blank is interpreted as 1 as long as 'Bulk Price UoM' is present. 6 0 obj The serial number used by the Company for internal control of the information. The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). 1 0 obj The tax rate code for the charge tax rate. You can invoice multiple times against a single PO. What if I have an invoice that hasn't been paid? If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu. Supplier Risk Aware Feed API (/supplier_risk_aware_feed). *VPorY+"74muwcD7wz?DGh.L-7"6'[\FZ 1LvlZ,C EMS7$(-1.?.eQcG@Y]AnK3nM%()sE 3X0 The tax rate indicated on the invoice summary. Overview The Invoice Export process from Coupa queries for all Invoices that are approved and have NOT been exported. Your customer can leave comments on the invoice while it is in "Disputed" status. In the PO table that appears, choose the PO you would like to invoice, and then click on the yellow coins to create an invoice. You can see all your customer's comments or add your comments for the customer when you open the invoice. Possible values are Invoice or Credit Note, or nil. The requestor can receive partially OR the entire quantity. You can watch the extraction activities if you start the ICC Customizing Client and open the Jobs view on the General tab. Coupa never escalates past the final approver and shows an escalation icon in the approval chain next to the name of any users that were escalated past. -sOutputFile=? You can also develop an internal process for downloadingand storing these invoices in a separate electronic archive of your choice. Acceptable values: Raw materials, Investment goods or Services exceptions. Once the e-mail is sent, the transaction will move to the next approver based on the approval chain in Coupa. 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