Coupu suplier portal. Manage Merge Requests

Getting Started

coupu suplier portal

You can make them an administrator if you want. You can no longer be the account administrator, but the administrator of the existing account can choose to make you an administrator of the merged account. You can select your customer to view different purchase orders. You can send out merge requests from this page as well. You can see purchase orders and create invoices for both supplier records after selecting a customer from the Select Customer drop-down. On this page, you will be able to review any merge requests you may have and accept or decline them.

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Manage Merge Requests

coupu suplier portal

If you want to merge an account, click on the Request Merge button and select an account to be the parent account and add a note. Merge requests are used if you have more than one Coupa profile. You can also search for a specific account to merge, for example, if the account is not listed or the list is too long to search for the specific account that you want. If you do not see the purchase order you are looking for, please reach out to your company contact. Clicking on the Click here link takes you to the Admin Merge Requests page.

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Supplier Connect

coupu suplier portal

For example, all the users with the example. Merged accounts use the following rules: Element Merge Behavior Connected customers and customer profiles Any connected customers are retained in the new account. The other user's company account is removed. Accounts with the same email address are merged automatically regardless of which invite message you use to create your account, since both invites are sent to the same email address. The existing email address remains the contact email for the customer. You continue to be the administrator for the merged company account, and the previous administrator becomes a regular user in the merged account. If you know that a suggestion is invalid, click on the Remove button and you will not see the request again.

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Getting Started

coupu suplier portal

If the customer is connected to both accounts, the parent account connection is retained and the merged account connection is removed. The suggestions to merge accounts are based on email domain. The other user's company account becomes the only company account. They will receive a notification to accept or decline. Merge suggestions appear in the right-hand column on the Home page. Provide the email address of the account you want to merge, and click Request Merge.

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Coupa Suppliers

coupu suplier portal

You can access this page also by clicking on the Admin tab on the main menu and on the Merge Requests link on the left. . Remit-to addresses Remit-to information is transferred only for addresses that are available to all customers. . . . .

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Supplier Connect

coupu suplier portal

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