Hold Notifications
How often do reminder emails get sent for unresolved holds?
Every 2 days
What are the two ways to search for a hold in FinOps?
By invoice number or PO number
What tool is used to verify pallet size?
Delphi
What is a sign of a price discrepancy in ordered vs. billed amounts?
Billed Qty and Ordered Qty match but amounts don't match, or Billed Qty shows as decimal
What must be typed in three fields when fixing a billing error?
"DO NOT SHIP - FIXING BILLING ERROR" in Part Number, Attachments-Text, and Comments
What report is sent out at SOS containing hold information?
AP Holds Snapshot Report
What three important tabs should you notice on the invoice page?
Line Items tab, Holds tab, and Comments tab
What should you do for PAC pricing items verification?
A SIM to category needs to be submitted
What percentage of pallet size is acceptable for partial pallets?
10% or less
What should be verified before adjusting quantities?
Local NIR availability to receive
What information is included when an invoice is reassigned to you?
Comments from the user who reassigned the hold
What does clicking the "Invoice number" link in FinOps show you?
The invoice page with line items, holds, and comments
Where can you find the COR excel file?
It's a LIVE document that shouldn't be edited or filtered directly
What must be obtained from a vendor to cancel an invoice?
Explicit permission from the vendor
What document is used for receiving items?
'To Be Received-Days Receivers' Quip
What are the two main ways to know if your invoice is on hold?
Email notifications and AP Holds Snapshot Report
Where do you find the Line Items page in FinOps?
By clicking the "Purchase Order" link
What is the purpose of the Label quip?
It's a LIVE document for label information and pricing
What format must vendor communication be saved in?
PDF format
What happens if a change request is done incorrectly?
The approval chain will await approval instead of automatic approval
Where can you find comments made on an invoice in FinOps?
In the Comments tab
What specific information can you verify in the Line Items tab?
Item Description, Price, Quantity Ordered, and Amount Ordered/Invoiced
When working on consumable holds and you need additional information; what should you do if an item cannot be found in the available resources?
Submit a SIM to Category through RIVER
What steps are needed to adjust a price discrepancy in Coupa?
Content group change, locate incorrect price line, inform manager, verify price, request change
What is the final step after making changes to a PO?
Email the supplier to inform them not to ship the order