To join the Coupa Supplier Portal (CSP), you need to perform the following steps:
- Register for the CSP.
- Create your account and public profile.
- Connect to your customers.
For more information, see Get Started and Find Help in the CSP, and Getting Started with the Coupa Supplier Portal.
- Table Of Contents
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For Customers
-
Supplier Enablement Strategy
- Step 1: Analyze Your Spend
- Step 2: Determine Supplier Load Strategy
- Step 3: Align Your Processes
- Step 4. Establish Your Catalog Strategy
- Step 5: Determine PO Transmission Methods
- Step 6: Determine Invoice Transmission Methods
- Step 7: Determine Your Communication Strategy
- Step 8: Move to Production
- Able to Enable: Supplier Enablement
-
Supplier Enablement Toolkit
- Manage Suppliers
- Manage Contracts
- Manage Catalogs
- Document Exchange
- Understanding Open Buy for Customers
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Supplier Enablement FAQ
- Can I add a link to the punchout site on a webform?
- Can I use an existing SIM form name for a new form?
- Does the PO confirmation lookup valid substitute items?
- How are receipts created for substitute items?
- How does pricing work for substitutions and are substitution prices required to be the same?
- How do I get a copy of the Coupa digital certificate?
- How do users log into the punchout site?
- How do webforms for a punchout get converted into a req?
- Is there a timeline and process for the creation, transmission, and approval creation of account master data?
- What characters do I need to escape in XML documents?
- What happens if the pack size is different on a substitution?
- What is the minimum requirement for a supplier to do a punchout in Coupa?
- What is the minimum requirement for a supplier to receive orders via cXML from Coupa?
- What is the minimum requirement for a supplier to send invoices to Coupa via cXML?
-
Supplier Enablement Strategy
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For Suppliers
- Core Supplier Onboarding
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Getting Started with the Coupa Supplier Portal
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Set Up the CSP
- Understand the CSP Workbench
- Manage Users
- Account Merges and Customer Connections
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Financial Setup
- Set Up Legal Entities
- Tax Registration
- Tax Registration FAQ
- View and Manage Payment Methods Information (Previously Remit-To)
- Add Fiscal Representatives
- How do Early Pay Discounts (EPD) work?
- Set Early Payment Discounts Preferences: Before Invoice Approval
- Submit Early Payment Requests: After Invoice Approval
- Additional Compliance as a Service (CaaS) Information for Korean suppliers
- Account Validation Requirements for Supplier Payment Accounts
- Early Payment Discounts
- Purchase Orders
- Invoices
- Payments
- Catalogs
- Services Procurement Workers
- Manage Workers and Assignments in the CSP
- Service Sheets
- ASN
- Inventory Collaboration
- Supplier Dashboard
- Business Performance
- Sourcing
- Diversity Reports
- SFTP and cXML
- Collaborate on Quality Inspections
- Contract Collaboration
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Set Up the CSP
- Coupa Contingent Workforce
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Supplier Integration Resources
-
Work with Compliant Invoicing
- Adding Extrinsics to Your Invoice
- Add an Encoded Attachment to a cXML Invoice
- Add Tax Exemption Details to an Invoice
- Agreeing to Terms of Use
- Avoiding Bill-To Address Errors
- Compliance as a Service
- Global Compliant cXML Invoicing - UK
- Providing Amounts in Local Currency
- Selecting Your Remit-To Address
- South Africa Compliance Sample cXML
- Using Compliance in Coupa
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cXML Examples
-
Standard Invoice Examples
- Sample cXML Credit Memo
- Sample cXML Credit Memo Backed by a PO
- Sample cXML for submitting a correction invoice with a link to a disputed invoice
- Sample cXML Invoices with Taxes (PO-backed)
- Sample cXML Invoice Backed by Contract
- Sample cXML Invoice Backed by Multiple POs
- Sample cXML Invoice with Billing Account Distributions
- Sample cXML Invoice with Both Backed and Unbacked Lines
- Sample cXML Invoice with Custom Fields (Extrinsic)
- Sample cXML Invoice with MatchReference Key for 3-Way-Direct Invoice Line to Receipt Matching
- Sample cXML Invoice with Payment Terms
- Sample cXML Service Type Invoice
- Sample cXML Unbacked Invoice
- Sample for Resolving Disputes via Credit Notes
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Compliant Invoice Examples
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Austria
- AT Simple Backed Invoice (Quantity Based)
- AT Simple Unbacked Invoice (Contract Based)
- AT Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- AT Simple Credit Note for Backed Invoice
- AT Simple Credit Note for Unbacked Invoice
- AT Invoice with Payment Term
- AT Invoice with Multiple Lines and PO References
- AT Invoice with Header Taxation
- AT Invoice with Line Level Taxation
- AT Invoice with Discount
- AT Invoice with Header Charges (Shipping, Handling, Misc)
- AT Invoice With Custom Fields (Extrinsic)
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Australia
- AU Simple Backed Invoice (Quantity Based)
- AU Simple Unbacked Invoice (Contract Based)
- AU Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- AU Simple Credit Note for Backed Invoice
- AU Simple Credit Note for Unbacked Invoice
- AU Invoice with Payment Term
- AU Invoice with Multiple Lines and PO References
- AU Invoice with Line Level Taxation
- AU Invoice with Discount
- AU Invoice with Header Charges (Shipping, Handling, Misc)
- AU Invoice With Custom Fields (Extrinsic)
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Belgium
- BE Simple Backed Invoice (Quantity Based)
- BE Simple Unbacked Invoice (Contract Based)
- BE Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- BE Invoice with Payment Term
- BE Invoice with Multiple Lines and PO References
- BE Invoice with Header Taxation
- BE Invoice with Line Level Taxation
- BE Invoice with Discount
- BE Invoice with Header Charges (Shipping, Handling, Misc)
- BE Invoice With Custom Fields (Extrinsic)
- BE Invoice with Line Level Taxation - VAT Exempt
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Canada
- CA Simple Backed Invoice (Quantity Based)
- CA Simple Unbacked Invoice (Contract Based)
- CA Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- CA Simple Credit Note for Backed Invoice
- CA Simple Credit Note for Unbacked Invoice
- CA Invoice with Payment Term
- CA Invoice with Multiple Lines and PO References
- CA Invoice with Line Level Taxation
- CA Invoice with Discount
- CA Invoice with Header Charges (Shipping, Handling, Misc)
- CA Invoice With Custom Fields (Extrinsic)
- Czech Republic
-
Denmark
- DE Simple Backed Invoice (Quantity Based)
- DE Simple Unbacked Invoice (Contract Based)
- DE Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- DE Simple Credit Note for Backed Invoice
- DE Simple Credit Note for Unbacked Invoice
- DE Invoice with Payment Term
- DE Invoice with Multiple Lines and PO References
- DE Invoice with Header Taxation
- DE Invoice with Line Level Taxation
- DE Invoice with Discount
- DE Invoice with Header Charges (Shipping, Handling, Misc)
- DE Invoice With Custom Fields (Extrinsic)
-
Finland
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Line Level Taxation
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice with Discount
- Invoice With Custom Fields (Extrinsic)
-
France
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Line Level Taxation
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice with Discount
- Invoice With Custom Fields (Extrinsic)
-
Germany
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Line Level Taxation
- Invoice with Discount
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice With Custom Fields (Extrinsic)
-
Ireland
- IE Simple Backed Invoice (Quantity Based)
- IE Simple Unbacked Invoice (Contract Based)
- IE Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- IE Simple Credit Note for Backed Invoice
- IE Simple Credit Note for Unbacked Invoice
- IE Invoice with Payment Term
- IE Invoice with Multiple Lines and PO References
- IE Invoice with Line Level Taxation
- IE Invoice with Discount
- IE Invoice With Custom Fields (Extrinsic)
- IE Invoice With Line Level Custom Fields (Extrinsic)
- IE Invoice with Line Level Taxation - VAT Exempt
- Italy
- Japan
-
Norway
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Header Taxation
- Invoice with Line Level Taxation
- Invoice with Discount
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice With Custom Fields (Extrinsic)
-
Malaysia
- MY Simple Backed Invoice (Quantity Based)
- MY Simple Unbacked Invoice (Contract Based)
- MY Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- MY Simple Credit Note for Backed Invoice
- MY Simple Credit Note for Unbacked Invoice
- MY Invoice with Payment Term
- MY Invoice with Multiple Lines and PO References
- MY Invoice with Line Level Taxation
- MY Invoice with Discount
- MY Invoice with Header Charges (Shipping, Handling, Misc)
- MY Invoice With Custom Fields (Extrinsic)
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Poland
- PL Simple Backed Invoice (Quantity Based)
- PL Simple Unbacked Invoice (Contract Based)
- PL Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- PL Simple Credit Note for Backed Invoice
- PL Simple Credit Note for Unbacked Invoice
- PL Invoice with Payment Term
- PL Invoice with Multiple Lines and PO References
- PL Invoice with Line Level Taxation
- PL Invoice with Discount
- PL Invoice with Header Charges (Shipping, Handling, Misc)
- PL Invoice With Custom Fields (Extrinsic)
- PL Invoice with Line Level Taxation - VAT Exempt
-
Netherlands
- NL Simple Backed Invoice (Quantity Based)
- NL Simple Unbacked Invoice (Contract Based)
- NL Simple Credit Note for Backed Invoice
- NL Simple Credit Note for Unbacked Invoice
- NL Invoice with Payment Term
- NL Invoice with Line Level Taxation
- NL Invoice with Discount
- NL Invoice with Header Charges (Shipping, Handling, Misc)
- NL Invoice With Custom Fields (Extrinsic)
-
Singapore
- SG Simple Backed Invoice (Quantity Based)
- SG Simple Unbacked Invoice (Contract Based)
- SG Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- SG Simple Credit Note for Backed Invoice
- SG Simple Credit Note for Unbacked Invoice
- SG Invoice with Payment Term
- SG Invoice with Multiple Lines and PO References
- SG Invoice with Line Level Taxation
- SG Invoice with Discount
- SG Invoice with Header Charges (Shipping, Handling, Misc)
- SG Invoice With Custom Fields (Extrinsic)
- SG Invoice with Line Level Taxation - VAT Exempt
- Slovakia
-
South Africa
- SA Simple Backed Invoice (Quantity Based)
- SA Simple Unbacked Invoice (Contract Based)
- SA Simple Credit Note for Backed Invoice
- SA Simple Credit Note for Unbacked Invoice
- SA Invoice with Payment Term
- SA Invoice with Multiple Lines and PO References
- SA Invoice with Line Level Taxation
- SA Invoice with Discount
- SA Invoice With Custom Fields (Extrinsic)
- SA Invoice With Line Level Custom Fields (Extrinsic)
- SA Invoice with Line Level Taxation - VAT Exempt
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Switzerland
- CH Simple Backed Invoice (Quantity Based)
- CH Simple Unbacked Invoice (Contract Based)
- CH Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- CH Simple Credit Note for Backed Invoice
- CH Simple Credit Note for Unbacked Invoice
- CH Invoice with Payment Term
- CH Invoice with Multiple Lines and PO References
- CH Invoice with Header Taxation
- CH Invoice with Line Level Taxation
- CH Invoice with Discount
- CH Invoice with Header Charges (Shipping, Handling, Misc)
- CH Invoice With Custom Fields (Extrinsic)
- CH Invoice with Line Level Taxation - VAT Exempt
- Spain
-
Sweden
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Header Taxation
- Invoice with Line Level Taxation
- Invoice with Discount
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice With Custom Fields (Extrinsic)
-
United Kingdom
- GB Simple Backed Invoice (Quantity Based)
- GB Simple Unbacked Invoice (Contract Based)
- GB Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- GB Simple Credit Note for Backed Invoice
- GB Simple Credit Note for Unbacked Invoice
- GB Invoice with Payment Term
- GB Invoice with Multiple Lines and PO References
- GB Invoice with Header Taxation
- GB Invoice with Line Level Taxation
- GB Invoice with Discount
- GB Invoice with Header Charges (Shipping, Handling, Misc)
- GB Invoice With Custom Fields (Extrinsic)
- UK Invoice with Line Level Taxation - VAT Exempt
- United States of America
-
Austria
- cXML ASNs
-
cXML Error Handling
- Blank error message
- Characteristic(s) of the request is unsupported
- Could not parse cXML document
- cXML invoicing not allowed for supplier
- cXML Version of document is not supported
- Handling Common Special Characters in cXML
- Invalid attributes in document
- Invalid attributes in document. Bill To Address on backed doc and Bill To Address parsed from cXML does not match
- Invalid attributes in document. Extra shipping/handling/misc charges are not permitted
- Invalid attributes in document. Validation failed: Invoice lines order line must be the same type as invoice line...
- Invalid attributes in document. Validation failed: Payment Term Must be present on invoice Invoice header: Payment Term Must be present on invoice
- Invalid attributes in document. Invoice line XX: Account NA does not exist or is not active
- Invalid credentials
- Invalid credentials. Bad credentials
- Invalid order/document reference
- Invalid order/document reference. Order header XX does not belong to supplier XX
- Invalid order/document reference. Could not find order header XX, order line num XX
- Invoice already used
- Invoice Lines is invalid Invoice header: Qty precision must match UOM
- Request did not validate successfully with DTD
- Request did not validate successfully with DTD. Error: Element InvoiceDetailOrder content does not follow the DTD
- Request Entity Too Large
- Server could not build invoice
- Server not configured to parse request
- Successful TEST error
- PO Line must be the same type as invoice line
- TLS/SSL Errors during PO Transmission
- Unexpected server error
- Invoice cXML Transmission Error Codes
-
Purchase Orders and Punchouts
- cXML Webform Data
- cXML PO Collaboration Errors and Resolution
- Error: Incorrect Header Check
- Error connecting to the supplier
- PO failed: 5xx or 4xx error response
- PO failed: Connection to supplier failed: 400 Bad Request
- PO failed: Connection to supplier timed out
- PO failed: No status element in setup response
- PO failed: No status element in setup response: ok
- PO failed: Setup request failed: 4xx Login name is not available
- PO failed: the connection request failed. undefined method send_via_cxml for XX (connection timeout)
- Send Purchase Orders Using cXML
- Punchout failed: Coupa Login
- Punchout failed: getaddrinfo: Name or service not known
- Punchout failed: No status element in setup response (incorrect file format)
- Punchout failed: No status element in setup response (incorrect URL)
- Punchout failed: Punchout failed to return a cart
- Punchout failed: Setup request failed: 4xx Login name is not available
- Punchout Ordering
- Sample cXML Purchase Order with Annotations
- sslv3 handshake failure
- Connection Failed for Undefined Method send_via_cxml
- Sample Punchout Order Message
- Sample Punchout Setup Request
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Standard Invoice Examples
- Open Buy API Reference
- Integration Contacts
-
Work with Compliant Invoicing