How To
How to Back Out Receipts on a PO
Voiding a Single Receipt 1. Open the PO that you would like to adjust the receipts on 2. Scroll down to the line that you want to adjust 3. Click on the received quantity 4. On the receipts screen, scroll to the right and select the red backward ...
Large Purchase and Capital Expenditure Request Form and Instructions
To better serve our internal customers, a new procedure has been implemented for large purchase and contract requests in excess of $40,000, with the exception of *normal supply orders and IT Projects/Development/Infrastructure/Upgrades/Refreshes that ...
Large Purchases and CAP Ex Request Procedure
Effective March 2024 New Procedure To better serve our internal customers, a new procedure has been implemented for large purchase and contract requests in excess of $40,000, with the exception of normal supply orders and IT ...
How to Purchase Forklift Certification Cards
FORKLIFT CERTIFICATION CARDS How to Purchase - Wallet Sized Cards US Locations - Box of 200 Cards from Alpha Graphics Forklift Certification Cards are available to order from Alpha Graphics through a supplier hosted catalog on Coupa. The cost is ...
How to Request a PO Cancellation
How to Request a PO Cancellation Cancellation should be confirmed with the supplier BEFORE the cancellation request is submitted. 1. Go to your Coupa Homepage 2. Navigate to your "Recent Activity" section and click "View All" 3. On the Activity tab ...
How to Make PO Comments Visible to Suppliers
Here is the best way to add comments for the supplier to see on the PO. When writing the free form request or ordering from a catalog/punchout, in the GENERAL INFORMATION section where you can add attachments, click on "Text" (1) will add it to the ...
Event Request Process
When is an EVENT REQUEST appropriate instead of issuing a Coupa PO An "Event Request" should be used with catering and food vendors for employee appreciation events, lunches and holiday parties, instead of issuing a Coupa PO to a limited use ...
How to Add Attachments to Requisitions
For purchases over $5,000 you need to get 3 quotes. Please have the project quoted out, once this is done you can submit your request. Please refer to these instructions on how to add attachments to your requisition. 1. Click into your cart 2. Go to ...
How to Write a Requisition/Purchase Order that requires a Deposit/Pre-Payment
When writing a PO that requires a deposit, follow the procedure below: STEP 1- Put through a FREE FORM requisition (see attachment for requisition instructions) STEP 2- CREATE the requisition with multiple lines. The first line should be the deposit ...
How to Look Up Invoices for a Specific Supplier and Location/Profit Center
Follow these steps to find specific supplier invoices and then how to drill down to a specific sites invoices for that supplier. STEP 1 - To view invoices from a specific Supplier, click on "Invoices" on the Coupa Home Page. STEP 2 - Click on the ...
How to Order Business Cards
NFI Business cards and all NFI sub-brands are availalbe to order from: STAPLES Advantage for U.S. shipping locations Taylor for U.S. and Canadian shipping locations NOTE: For U.S. locations, STAPLES is the preferred supplier as the shipping costs are ...
Searching For Suppliers in Coupa
On your Coupa homepage, you click on the supplier tab at the top of the page You can then type in the supplier name in the search bar - Hit ENTER - (see clip) - try all variants of the suppliers name. Also, note the status of the supplier. NOTE - You ...
Understanding why something was sent to me for approval.
If you have received anything (requisition, contract or invoice) for approval and you feel you shouldn't have, there are two areas to check before taking any actions. 1) Look at where it is being billed to. That can be found in two places as you ...
Requesting a new or changed Ship-To Address
To request a new ship-to address, please fill out a request form on the Coupa homepage. The button is shown below. We strive to set them up same day depending on the time of the request.
Add another approver to approval chain
Everyone can add an approver to an approval chain. Why? If you want someone other than you to approve it, add someone before you, after you or at the end of the chain. You can also add someone as a watcher if need be. In the Approval section of a ...
Setting up delegate (out of office/leave)
If you will be out of the office or on leave, you can set up a delegate to handle your approvals during your absence. To do so, start on the Coupa home screen: Click on "Set up out of office/delegate" Then set up the delegate, click "Create" Select ...
Checking Status of Payments/Invoices
Before reaching out to AP or the Strategic Sourcing team - run though this list: 1) Has a PO been issued from Coupa? Or is there a valid contract in Coupa for the invoice to bill against? How was the order generated to the supplier? If no PO was ...
Updating Billing Codes As an Invoice Approver
The approver of the invoice has the ability to update billing codes on the invoice before approving the invoice. All invoices MUST have the correct coding before they can be processed. Invoices are under the Invoices I need to Approve section on your ...
Approving Invoices In Coupa/Coupa App
It couldn't be easier to approve invoices! You can do so from the Coupa Desktop or the Coupa App on your phone! Instructions on setting up the Coupa App: https://nfipurchasing.zohodesk.com/portal/en/kb/articles/coupa-smartphone-app-setup-and-login ...
NFI's Supplier Onboarding Process
NFI's Strategic Sourcing team employs an extensive supplier vetting process through our Coupa Source-to-Pay system, ensuring a failproof onboarding experience that includes comprehensive background checks for critical suppliers and the identification ...
How to Track Shipment in Coupa
Please go to your name in the upper right corner and click Activity> ASN's and you can view the shipment tracking information. *Please note that you can only view this information if the supplier provides it on Coupa. If you can't see anything, ...
Requesting Coupa Access
Per NFI's Purchasing Policy, ALL products and services at NFI should be purchased via the Coupa Spend Platform. Coupa is a licensed-based platform and licenses are approximately $500 per seat/e-mail address per year, as such, each NFI site is limited ...
Changes to a PO within Coupa
Please download the PDF instructions below.
Requisition with more than 1 supplier
Please download the PDF instructions below.
Splitting Billing Within A Requisition in Coupa
Please download PDF with instructions attached below.
Create A Requisition Using Coupa Catalog or Punchout
Please download the attached PDF for the instructions.
Coupa Smartphone App - Setup and Login
Download instructions below.
Accessing Coupa - Logging In
Accessing Coupa and Logging in: As of July, 2022 Coupa is accessed via the Okta security tool. Your username and password are whatever you used when you signed up for Okta. Help with your Okta account can be found here: ...
Creating a FreeForm Requisition within Coupa
You may also download a PDF of the instructions below. Please note these Best Practices for Writing Free Form Requisitions A requisition is required before committing to spend NFI funds The JUSTIFICATION should describe the specific business need, ...
Receiving Items on POs within Coupa
Items MUST be received on as soon as they are verified as received in person. Failure to receive will cause the supplier to not be paid. How do I know if I have POs waiting for me to receive on? - Check right on your Coupa Desktop under the "My ToDo" ...
NFI Spend Authorities
Manager --> up to $2000 Director --> up to $5000 Vice President --> up to $10,000 Senior Vice President --> up to $20,000 President/EVP/C-Level --> up to $40,000 CEO --> $40,000 & above