Coupa
Who from S2C approves requisitions, new supplier requests and change orders in Coupa?
Buyers! (Kyle and Shannon)
Once a record is activated in Apttus, how long until it integrates to Coupa?
The following business day (morning).
Fill in the blank: ____ approver must be in the DocuSign approval for any agreement > $0
FP&A
What department is in charge of payment terms in Coupa and paying invoices?
Supplier Procure to Pay
email: supplierprocuretopay@gartner.com
Who manages the Source-to-Contract mailbox?
The Buyers! (Kyle and Shannon)
Where can Coupa FAQ be found?
Coupa Homepage under "Getting Help"
Before activating a record, what are things you should check for to ensure it can integrate to Coupa?
1. Supplier is active in Coupa, 2. Record has payment terms 3. Record has start date
Where can you find the most up to date Gartner templates?
The BeeDrive>Purchasing> Gartner Template.
Bonus for knowing the whole path (Bee > Corp> Finance> finddata>purchasing>Garter Templates)
What department is in charge of Coupa supplier onboarding?
Supplier Procure to Pay
email: supplierprocuretopay@gartner.com
*** Not S2C
What tool can we use for collaboration and redlines when formating is key
OneDrive
Where can you find the Prohibited Supplier List?
Coupa Homepage under "General Information"
What is the definition of "Initiated by" in Apttus?
When should "initiated by" be changed/updated?
Initiated by = the commodity/category owner.
It should only be changed if the category on the record is updated or when a new Category Manager replaces an old CM.
Which two key provisions need to be included/verified in the MSA before sending agreements for signature?
Use of Gartner Name (Non-Publicity) & Code of Conduct (SCoC)
If you need a supplier to go through Coupa risk assess only, who do you email?
Supplier Procure to Pay & CC Michelle Hatcher
Where can you find the Taxonomy sheet?
G-Drive in the Coupa Implementation folder
Your approval for Requestion XYZ has been bypassed! Why?
The requestion commodity was changed by the Buyer and only one S2C group needs to approve.
What is the definition of "Owner" in Apttus?
When should "Owner" be changed/updated?
Owner = the individual who negotiated the deal. Owner should be changed if the person negotiating the record changes. This should NEVER be updated after the record is activated.
If a supplier is not active in Coupa, but the contract needs to go out for signature
1. What check can be ran?
2. Who do you send the results to for approval?
1. OFAC
2. Desere' (please also CC Buyers)
Who gives Coupa access to Gartner employees?
Financial System Support (FSS)
If you need to reclassify a supplier in Bradon's SUM report, what tab do you fill out?
Reclassifications (with a reason for change in column K)
What is priority level for payment terms on requisitions? Hint: there are 3
1. Contracts 2. Supplier Sites 3. Supplier Header
Who has access to update the activation date of an Apttus record?
Admins (S2POps)
In January 2023, what SaaS tool did Desere' get us access to that provides procurement intelligence, data and insights that enable companies to make smarter sourcing decisions?
Beroe
What department is in charge of ensuring outside procurement records integrate to Coupa?
S2POps
email: S2Pops@gartner.com
Where can you find helpful PowerPoints on Coupa supplier onboarding?
G-Drive in the Coupa Implementation > Supplier Onboarding