Coupa
When did Coupa launch? (month/year)
February 2022
You received a supplier's internal code of conduct in lieu of using Gartner's, who has the ability to review the code for Gartner's 9 requirements?
Any and all Category Managers and Buyers
A supplier will not agree to Gartner's code of conduct, nor will they provide their employee code of conduct, what happens next?
We do not move forward with the supplier. If an acceptable code of conduct cannot be obtained, we can not move forward with the supplier.
A supplier provided their code of conduct but it is missing a requirement, what do you do?
Email a copy of the code to Pradeep to review/approve their code. If Pradeep approved, save his approval email in the Apttus record
1. Where can you find the Prohibited Supplier List?
2. How often is it updated?
1. Coupa Homepage under "General Information"
2. As required
Where can you find the list of Apttus categories and the Category Managers assigned to the categories?
G-Drive > Global Procurement > File: S2C Taxonomy 8.1
You received approval from Insurance, Legal or any other source, where should you store this approval?
In the Apttus record and the Bee Drive
In the S2C Working Capital Sheet, what numbers do you put into Apttus?
Section under DELTA GOES INTO APTTUS AS WORKING CAPITAL aka rows 26/27
1. Where can you find the brand center?
2. What information does it have?
1. Inside Gartner
2. It is your one-stop source for brand guidance, colors, icons, photography, associate images, client collateral and more.
Regardless of commodity, what are the requirements for all DocuSign messages?
Supplier name, description, contract value, term, where the SCOC and non-publicity clause is for that supplier (MSA, amendment ect)
1. What triggers an IRQ to populate?
2. Who fills out the IRQ?
1. If the supplier answers "Yes" to any of the SIM2 vetting questions
2. The BU who submitted the SIM1
What is the difference between initiated by and owner in Apttus? When do you update either field?
Initiated by = the commodity/category owner. It should only be changed if the category is updated or when a new Category Manager replaces an old CM.
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.
When reviewing a supplier's code of conduct, how many requirements should you look for? Where can you find the list of requirements?
The 9 requirements can be found in the talk tracks
When is AIC data updated?
On the 15th of every month
Elisabeth shared the forecast linear function,
1. what does it do?
2. when is it best to use it?
1. Calculates, or predicts a future value based on existing data
2. When there is enough historical data
What are the 3 risk assessment questionnaires in Coupa Risk assessment?
1. Anti-Bribery/Anti-Corruption (ABAC)
2. Information Security (Info Sec)
3. Data Protection
Name 3 people on the S2C team who should never be under "initiated" by in Apttus?
Brandon, Kyle and Shannon
Romina and Amy will be meeting in Q3 to review all contract update requests, if you have an update request, by what date should you submit the request to Romina?
June 30, 2024
If you are using a supplier's code of conduct, what 3 clauses (outside the 9 requirements) either need to be in their code, or added to the contract?
Sustainability, Supplier Diversity and Modern Slavery. Assuming we accept the supplier’s code based on the 9 criteria, you must confirm whether the supplier’s code also includes reference to Sustainability, Supplier Diversity, and modern slavery. If one or more are missing, please copy and paste the respective clause from the Gartner Code of Conduct link, and add it to the Miscellaneous section of your Agreement.
When engaging with Legal, what should be the naming convention for all contract documents?
Supplier name, Agreement Type (SA/SaaS/SOW), Version, Date of last review and Authors Initials of the version.
EXAMPLE: Deloitte_SOW_V2_06-14-23_CR; Deloitte_SOW_V3_06-15-23_Supplier
What is priority level for payment terms on requisitions? Hint: there are 3
1. Contracts
2. Supplier Sites
3. Supplier Header
What was the most recent agreement report added to the S2C Dashboard?
Agreements Expired in the Last 12 months
At the beginning of January, Romina shared updated S2C contract templates, name 3 of the updates made.
Updates include: AI language added, financial crimes in the "short version", warranties, data protection, business security, signature block is on a separate page, zip codes, formatting/references and the following 3 clauses were removed ASSUMING the supplier agrees to Gartner's supplier code of conduct - sustainability commitment, modern slavery, supplier diversity,
1. When should the send for DocuSign via Apttus process be used?
2. If you are sending a contract for DocuSign signature via Apttus, what are 3 things you should do before clicking "Send via DocuSign?"
1. This step should only be used if envelope will have final signatures (supplier signature)
2. Ensure all required Apttus fields are filled out, uncheck the wet signature box and import your document(s) via Apttus
Name two suppliers on the prohibited supplier list.
Apptad, Clous BC Labs Inc, Hippster, Rangewave, Tentlogix, Barcelona, i-4business EMEA, IText, Huawei Technologies, ZTE Corp, Hytera Communications, Hangzhou Hikvision Digital Technology, Dahua Technology and any of their subsidiaries and affiliates