Merging Multiple Accounts in the Coupa Supplier Network

Transcription

1 Merging Multiple Accounts in the Coupa Supplier Network

2 Introduction For some suppliers, AIB may need to send more than one Coupa Supplier Network (CSN) invitation due to the nature of the master data in AIB s ERP system. If you have received multiple invites you can merge these newly-created accounts so that transactions for both supplier records are visible, and can be actioned, in a single login. This guide will take you through the process to merge and manage these accounts. 2

3 Merging Accounts in the CSN 1. AIB sends separate CSN invitations to two (or more) supplier contact addresses 1 2. Both accounts should complete the registration process 2 3

4 Merging Accounts in the CSN 3. Both accounts should see the opportunity to initiate a Merge request with the other account (the logic is based on the domain, so if it's a shared domain, it should be available) Note: Only 1 account should request a merge with the other one 3 4. If you want to merge the suggested account, click the Request Merge button 4 4

5 Merging Accounts in the CSN 5. Choose the Parent Account 5 Selection Make my company the owner of the merged account Make the company I'm sending this request to the new owner of the merged account Description This will cause the other account to be merged into your company account. The other user's company account will be removed. You will continue to be the administrator for the merged company account, and the previous administrator will become a regular user in the merged account. Your company account will be removed. The other user's company account will become the only company account. You will no longer be the account administrator, but he administrator of the existing account can choose to make you an administrator of the merged account 5

6 Merging Accounts in the CSN 6. Add a Request Note 7. Complete the recaptcha 8. Choose Send Request

7 Accepting a Merge Request The account that you have requested to merge with will receive an and a notification in the CSN. 1. To accept, click on the link or select Accept Merge in the CSN. 7 1

8 Accepting a Merge Request 2. Confirm that the request is genuine and Accept or Reject, as appropriate 2 8

9 Merged Accounts in the CSN You will now see Allied Irish Banks, p.l.c. as two (or more) customers on the Orders and Invoices tables 9

10 Merged Accounts in the CSN Merged Accounts will use the following rules: Element Connected customers & customer profiles Remit-to addresses Merge Behaviour Any connected customers will be retained in the new account. The existing address will remain as the contact for the customer. If the customer is connected to both accounts, the parent account connection will be retained, and the merged account connection will be removed. Remit-to information is transferred only for addresses that are available to All companies. 10

11 Searching for Accounts to Merge You can search for a specific account to merge - this is great if the account isn't listed, or the list is too long to search for the specific account you want. Select Click Here and enter the address of the account you wish to merge with. Repeat the processes as previously demonstrated. You can also access this page by clicking the Admin icon from the main menu and selecting the Merge Requests tab. 11

12 Managing User Accounts You can manage user permissions by going to the main menu and choosing Admin. Permissions can be adjusted by selecting Edit for each user. From here, you can deactivate users that are not required on your CSN account. 12

13 Managing User Accounts Users who wish to change their notification preferences can select the notifications bell icon and select the cog from here you can manage and/or online notifications by selecting or deselecting, as appropriate 13