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View and Manage POs

View purchase orders received from your customers.

Suppliers can receive purchase orders (POs) from their Coupa-based customers via the CSP, cXML, or email/HTML. For more information, see Purchase Orders.

How to see purchase orders in the CSP

To view or edit your POs in the CSP, follow the next steps:

Log into the CSP
Select the Orders tab on the main menu.
The Orders page with the Purchase Orders table appears.
Select the customer whose POs you want to see from the Select Customer drop-down list in the top right corner. Your selection displays a table with all POs that match the criteria.
1. When you visit the page again, it shows you the POs from the customer you selected last time.
2. Read instructions or notices visible above the table of results. You can have instructions from the customer specifying, for example, policies or best practices.
3. Suppliers with Coupa Advanced can access the Purchase Order (PO) Strategic View by selecting the Orders tab in CSP and selecting the All View from the dropdown options on the right.
  This view presents a table with all POs from all customers the user has access to.
  This feature is on by default for Coupa Advanced suppliers.
  For more information, see Coupa Advanced.
Filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to perform advanced filtering. For more information, see Create Custom Views.
Select the specific PO you want to open and see the details.
Export the Purchase Order table to download a .CSV file or Excel.
Perform actions on the PO at your convenience.
For example: You cannot reject a PO, but if you do not accept it, you can add a comment on it for your customer.

How to interpret POs

The Purchase Orders table shows the following information:

Column	Description
PO Number	PO number generated by Coupa. Click on it to view the PO.
Order Date	Date when the PO was created.
Status	Current status of the PO. For more information, see the PO status list below.
Acknowledged At	Date when you acknowledged the receipt of the PO, or "None" if not acknowledged. You can choose to let your customer know that you received their PO by selecting the Acknowledged At checkbox on the PO. When you select the checkbox, the current date appears in the Acknowledged At column. This checkbox is a toggle button, so you can also un-acknowledge an invoice by deselecting the checkbox. If you re-acknowledge at a later time, the new date appears.
Items	List of items on the PO.
Unanswered Comments	Your comments on the PO for your customer. Also, your customer's comments that you need to respond to. You can see all your customer's comments or add your comments for the customer when you open the PO. Note If you need urgent communication, contact your customer directly.
Total	Total amount of the PO.
Assigned To	Contains the email address of the users that have been assigned the Restricted Access to Orders and Restricted Access to Service Sheets permissions. Note This column is visible only if the Restricted Access to Orders and Restricted Access to Service Sheets permissions are assigned to at least one user.
Actions	Click on the icons for the following actions: Create (flip the PO into) an invoice. Depending on your customer's settings, the tooltip text can be about creating an invoice from the PO or accepting the PO and creating an invoice. - Create a credit note. - Create a service sheet. - Create (flip the PO into) an advance ship notice (ASN).

POs can have the following statuses:

Status	Description
Buyer Hold	The PO is approved but requires your Coupa customer to review it.
Cancelled	The PO is cancelled and does not need to be fulfilled.
Closed	The issued PO was received and then closed, either manually or automatically within Coupa.
Currency Hold	The PO is on hold due to a currency exchange rate issue.
Error	Something is wrong with the PO. Contact your customer to get the PO back on track.
Issued	The PO was approved and sent to you.
Soft Closed	The PO is closed but can be reopened. You cannot invoice against a PO in this status.
Supplier Window Hold	The PO was approved outside of the order window schedule under contract terms.

Orders requiring a service sheet

Suppliers can provide services to customers in the CSP through Coupa Services Maestro. This feature allows buyers to request service sheets before invoing. For more information see View and Manage Service Sheets.

Suppliers who provide services to customers through Coupa Services Maestro can see a banner displayed below the PO number, on orders with at least one line that requires you to submit one or more service sheets before invoicing.

The banner shows:

how many service sheets you've already created for the order, if any,
their status if applicable (for example, if you've created draft service sheets or submitted service sheets that are currently undergoing approvals).

Select View Service Sheets to see a table with more details about each existing service sheet associated with the order. If no service sheets exist for the order, you see a link to Create Service Sheet.

How to print POs

Follow the next steps to print your PO:

Select the PO Number link .
This opens the PO.
Select the Print View button at the end of the PO.
Select the Print option in the screen.
The list of options in your screen may vary depending on your browser: it may look like three vertical dots or an icon of three horizontal lines in the top right corner of the appearing window .