Platform BASICS
This main hub platform needs to be functional along with Quicksight when Delphi is down
What is Coupa?
Before selecting a site in Quicksight, you must first do this to the "Select All" option.
What is de-select all?
In Coupa, this tab is where you go to start an advanced search POs that are not yet POs.
What is Requests?
This should always be added as justification for the order
What is "Daily Consumable Order"?
This document is used to submit orders to suppliers when Coupa is down
What is the Offline PO Template?
The cost center that should always be used for consumable items
What is 1200 Fulfillment Center?
This metric shows how many items need to be ordered Monday through Thursday
What is Eaches Needed (Weekday)?
When copying a requisition, you should only copy these types of POs to prevent unnecessary ordering
What are consumable POs placed by GPCS?
The required matching method that must be set when editing selected consumable items
What is 3-way matching?
This document must be maintained to track all POs that were emailed during system downtime
What is the Offline PO Tracker?
The account number that should be used for Inventory Shipping Supplies
What is 12300?
This visual shows the breakdown of items with low Days on Hand requiring orders
What is "Items that Need to be ordered"?
These three filter criteria are needed for an advanced search: Ship To Address Name, Created Date, and this
What is Created By?
Before submitting a PO, you must verify this information matches the correct site content group
What is the GL string?
This information can be screenshot or copied from Delphi when Coupa is down
What are ordering suggestions?
When creating a new order, this line must be included in the attention field
What is "SITE Non-Inventory"?
When selecting items for a full trailer, you must first add these before adding additional items
What are needed items?
After a request becomes a PO, this view must be generated and sent to suppliers
What is Supplier Print View?
When Delphi returns to operation, this process must be followed for any missing POs
What is the Manual Importing PO SOW?
These must be included with offline PO submissions to suppliers
What are Terms and Conditions?
The complete sequence of systems that must be checked after placing manual orders when Delphi returns
What is verifying PO transmission to Delphi and reviewing the suite for missed orders?
The critical factors that must be referenced on the job card when placing orders
What are Lead Times and FTL/LTL requirements?
The complete sequence of steps needed to properly copy and modify a requisition
What is copy req, add justification, add attachments, select site code, verify address, confirm content group?
The complete process for editing multiple line items across multiple pages
What is select all lines, click "select all lines" message, edit selected, adjust invoice matching to 3-way?
The full mitigation strategy when Coupa is down long-term
What is using offline PO template, tracking with offline tracker, and recreating POs in Coupa when system returns?