Complete Tier 2 Diversity Reports
When your Coupa customers request Tier 2 Diversity information, you can complete Tier 2 Diversity Reports to give them data about your company’s spending with your diverse suppliers.
Introduction
Your Coupa customers often have to report on the diversity of their spend to maintain diversity certifications. When they request Tier 2 Diversity Reports, they are asking you to report on any of your company’s spending with your diverse suppliers over a specific period of time.
There are two types of Tier 2 Diverse Spend reporting that your customers may request:
- Direct Spend is spend that can be directly attributed to the goods and/or services your company provides. See more information about direct spend in the header below.
- Indirect Spend is spend that cannot be directly attributed to the goods and/or services your company provides. See more information about indirect spend in the header below.
How it works
You can complete Tier 2 Diversity Reports either through the Coupa Supplier Portal (CSP) or from a Supplier Actionable Notifications email (For more information see Supplier Actionable Notification as PO Emails). If you are completing the form via email, follow the instructions in the email and start on step 2 in this procedure.
- In the CSP, go to the Profile tab.
- Select the Information Requests section.
This shows a window with all the information requests you have received. - Select the specific customer you want to review by selecting it from the dropdown menu on the right side of the results table.
The result will display:
- The name of the customer on the top.
- The type of report being requested.
- Specific instructions about the request.
- Other fields detailed below.
- Review the instructions.
Your customer specifies the reporting period, currencies, diversity types, and spend types they want information about. The following table provides a description for each field:
Field Description Reporting Period The span of time your customer wants you to report on. Only include spend that occurred within the specified date range. Allowed Currencies The currencies your customer wants you to report on. Only include spend in the indicated currencies. Allowed Categories The diversity categories your customer wants you to report on. Only include spend that falls within those categories.
For more information about Diversity Categories, see the header below.
- Select Download Template next to the spend types your customer requested data for.
Read more about the templates in the CSP User Locale's and Tier 2 Diversity File Uploads header below. - Fill in the CSV files and save them.
- Include all dates using the DD/MM/YYYY format.
- Make sure to upload the template in the same locale as your CSP profile.
Read more about the templates in the CSP User Locale's and Tier 2 Diversity File Uploads header below. - For field descriptions, see Direct Spend fields and Indirect Spend fields below.
- In the CSP, select Choose File and upload your CSV files to their corresponding spend type.
- Make sure to upload the template in the same locale as your CSP profile.
- Read more about the templates in the CSP User Locale's and Tier 2 Diversity File Uploads header below.
- Once you've uploaded your completed files, select Submit.
Direct Spend fields
Direct Spend is spend that can be directly attributed to the goods and/or services your company provides and is reported individually for each of your diverse suppliers. All fields are required, except for the Certificate fields.
Only include suppliers that:
- Are of a diversity type accepted by your customer.
- You have spend with over the requested reporting period.
- Provided goods or services specific to your work for the requesting customer.
| Field | Description |
|---|---|
| Company Name | The name of the diverse supplier whose products and services can be directly linked to your work for your Coupa customer. |
| Diversity Type |
The three-letter diversity code for the diversity type that applies to the listed supplier. If the supplier has multiple diversity types, please list all types separated by commas. If the supplier has no associated diversity type, they shouldn't be included. |
| Total Purchases |
The total amount of money you spent with this supplier over the period requested that directly relates to your work with your Coupa customer. |
|
Currency |
The currency used to transact with this supplier. If multiple currencies were used to transact with this supplier, please create a separate row for each currency type. |
| Certificate Type |
If available, the name of the agency responsible for certifying this supplier’s diversity status. If the supplier has multiple certifications, list all agencies separated by commas. Note
The Certificate fields are not required. If you have certificate information, we highly recommend that you include it. |
| Certificate Number | If available, the certificate number associated with this supplier’s diversity certification. If the supplier has multiple certifications, list all certification numbers separated by commas. |
| Expiration Date |
If available, the expiration date for the supplier’s certification (dd/mm/yyyy). If the supplier has multiple certifications, list all expiration dates separated by commas. |
Indirect Spend fields
Indirect Spend is spend that cannot be directly attributed to the goods and/or services your company provides and is reported in relation to specific diversity categories. It is generally spend that supports your entire business, specifically for day-to-day business operations such as landscaping services, office supplies, and catering. When reporting Indirect Spend, it may be helpful to separately compile a list of diverse Indirect Suppliers before you complete this report so you can aggregate your spend by diversity category.
When compiling your diverse spend, please only include spend from suppliers that:
- Are of a diversity type accepted by your Coupa customer.
- You have spend with over the requested reporting period.
- Provided goods or services specific to your work for your Coupa customer.
| Field | Description |
|---|---|
| Diversity Type |
The diversity categories that your Coupa customer requested you report on. These columns are for your reference, and should not be modified. If you don't report on a certain diversity type, leave that row blank. |
| Ethnicity |
Ethnicity is required for the Minority Business Enterprise (MBE) diversity type. Leave this column blank for other diversity types. |
| Total Purchases |
The total amount of purchases your company has made with suppliers of that diversity type during the reporting period. |
| Currency |
The currency used to complete your purchases within the specific diversity type. Note
If you report in multiple currencies for a single diversity type, add one row for each currency. |
| Total Sales in Reporting Period |
Your total sales to all customers over the reporting period. This information is needed to calculate your requesting customer’s diversity credit based on your indirect diverse spend. Contact your Coupa customer for more information. |
| Total Sales with Requesting Customer in Reporting Period | Your total sales with your Coupa customer over the reporting period. This information is needed to calculate your Coupa customer’s diversity credit based on your indirect diverse spend. |
Diversity categories
CSP User Locale's and Tier 2 Diversity File Uploads
FAQ and Troubleshooting
What is indirect spend?
Indirect Spend is defined as any expenditure a Prime (reporting) supplier has with a diverse business that supports their day-to-day operational costs. This is not spend that directly affects a Prime supplier's contractual obligations of providing goods and/or services to a specific customer. Examples of Indirect Spend could be, but are not limited to, physical office building landscaping services, catering companies, office supplies, etc.
Because of the nature of what Indirect Spend is, the customer is not able to get 100% of this spend. Instead, the reporting capability calculates an allocation factor. The Prime supplier is required to provide their sales to the customer for the reporting period, as well as their total company sales for the reporting period. The system will calculate the percent of business the Prime supplier has with the customer, compared to their entire company sales, and that percentage is applied to the total Indirect Spend entered into the template. This will provide and indirect spend credit to be captured by the customer.