Hold Notifications
This occurs every 2 days if an invoice hold remains unresolved
What is an email reminder?
This tab shows the item description, price, quantity and amount ordered
What is the line item tab?
This is the first tab you click when searching for a PO in Coupa
What is the "Orders" tab?
The amount shown in bold that indicates total amount overbilled
What is the "Remaining Amount"?
This document is requested from suppliers to prove delivery
What is a POD/BOL (Proof of Delivery/Bill of Lading)?
These two methods inform you about invoice holds
What are email notifications and AP Holds Snapshot Report?
You can search for holds using either of these two identifiers
What are invoice number and PO number?
This button must be clicked to modify funds on a PO
What is "Request Change"?
This tab displays which specific line is on hold
What is the holds tab?
Required attachments when requesting additional funds
What are PDF copies of invoices and justification text?
The specific tab you must access in the AP holds snapshot report to see your assigned holds
What is the dashboard tab?
These three tabs are crucial when reviewing an invoice in FinOps
What are line item, holds, and comment tabs?
he sequence of steps to view received quantities in Coupa
What is Orders tab > Search PO > Click PO Number > Verify quantity?
The first step in validating an overbilled invoice
What is reaching out to both supplier and requester?
Required timeline to wait for item receipt before escalating to SPOC receivers
What is 24 hours?
Action needed when holds are reassigned with comments
What is reviewing the user's comments in the reassignment email?
Process to verify the difference between ordered and billed amounts
What is comparing the remaining amount against ordered vs. billed difference?
Steps required when adding additional funds to existing line
What is Request Change > Enter Quantity/Amount > Attach Documentation > Submit Change Request?
Required action when vendor confirms non-delivery
What is rejecting the invoice with vendor's written confirmation?
Location to save vendor's cancellation confirmation
What is the attachments tab in the invoice?
Complete sequence for processing AP holds snapshot report
What is open report > dashboard tab > double click name > copy to raw data > run OPF report?
Complete process for reassigning a resolved hold
What is reassign to US-AP-Holds with "Items fully received in COUPA, Release Hold" message?
Full resolution process for items not received
What is verify in Coupa > request POD/BOL > forward to requester > wait 24 hours > escalate to SPOC receivers?
Most efficient strategy for resolving delivery issues
What is simultaneously contacting both supplier and requester to increase favorable action completion?
Complete documentation process for invoice rejection
What is obtain vendor email confirmation > save to attachments > reassign to US-AP-Holds with rejection note?