Summary / TL:DR: This article will explain how to submit a Self Service New Supplier Request form.
This form is for exceptions. With this form, the User is responsible for obtaining and completing all required information. It skips the supplier completely. Some appropriate examples of using this form would be:
Refunds | Taxes | Utilities | Urgent Payment |
---|---|---|---|
Technology challenged supplier | Past due invoice | Required info already provided | Property purchases |
Step by step guide
Navigate to the “Forms” drop-down on the Coupa Home Page and select “Supplier Request Form – Self Service”
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.
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.
If indicating banking details, attach document from Supplier (i.e. email, note on letterhead or canceled check). Complete the form and click ‘Review’.
Before the form is submitted, the approval chain will show. Click ‘Submit for Approval’.
What can you expect next?
Once your manager approves the Self Service New Supplier Request, the form will be sent to the Procure To Pay Team for review.
The Procure To Pay Team will verify all of the information with the supplier and finalize the supplier set up.
Please allow at least two business days for this process.
The supplier will then be activated in Coupa
Wrap up
After reading this article you should know how to submit a Self Service New Supplier Request form.
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