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  1. Navigate to the “Forms” drop-down on the Coupa Home Page and select “Supplier Request Form – Self Service”

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  2. Start completing the form, paying close attention to all of the required fields (designated with a red asterisk). NOTE: Be sure to populate the 2nd “Email Address” field as well as the “Remittance Email” field, even if they are the same addresses. This will ensure that payment remit information is sent.

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  3. Attach the supplier’s W-8 or W-9, indicate if there is a contract (if so, attach it), and fill out the Billing Address Information. Please DO NOT click “Add Remit-To” (this will duplicate the Billing Information field) unless there is a second address and bank account that needs to be added.

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  4. If indicating banking details, attach document from Supplier (i.e. email, note on letterhead or canceled check). Complete the form and click ‘Review’.

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  5. Before the form is submitted, the approval chain will show. Click ‘Submit for Approval’.

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What can you expect next?

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