Supplier Invoicing. Create a PO Backed Credit Note via CSN

Transcription

1 Supplier Invoicing There are two methods for creating a credit note via the Coupa Supplier Network (CSN) and from the which originally conveyed the Purchase Order. Both methods are outlined below. Create a PO Backed Credit Note via CSN 1. Log into CSN. 2. Select the menu icon, available at the top right corner. 3. From the dropdown menu, click Orders. 4. Find the PO you would like to flip into a credit note. You can either scroll through the list of POs or search for it. Within that PO row, under the Actions column, click the icon to flip the PO into a credit note. Last Updated: August

2 5. The page refreshes to display the Create Credit Note screen The Choose Remit-To Address pop-up will display. Select the address you would like to remitto by clicking Choose (then continue to step 7). Note: If there is only one Remit-To address stored in your profile, then Coupa will default to that address and there will be no pop-up to choose an address. If there is no Remit-To address stored, Coupa will ask you to create one If the correct Remit-To Address does not appear and you would like to add that address, close the pop-up and complete the following to add a new Remit-To address: Note: If you submit a credit note with a new Remit-To address, the credit note will be put on hold until the new address is approved by the Aon AP team. When you submit the credit note, you will receive a message saying that it is on hold Scroll down in the Create Credit Note screen and click Save as draft (if you do not want to lose your work thus far). Last Updated: August

3 From the dropdown menu in the top-right corner, click Profile In the About section, click Edit Profile Click Remit-To and input the correct address, contact, and customers Click Save Return to your invoice by clicking Invoices from the dropdown Select the edit icon below the action column of the invoice you were working on initially. 6. On the Create Credit Note screen, input information into the required fields. Note that required fields are indicated by an asterisk. Credit Note # Original Invoice # Original Invoice Date Last Updated: August

4 7. As you scroll down the page, in the Lines section you will find more fields to input information. For a Goods PO: 7.1. Enter a price in the Price field Enter the quantity in the Quantity field. Note: Since this is a Credit Note, negative quantity needs to be entered for goods. Last Updated: August

5 For a Services PO: 8.1. Enter a price in the Price field. Since it is a Services only PO, only the amount is required. Note: Since this is a Credit Note, negative amount needs to be entered in the Price field. 9. Enter any shipping and handling information 10. Enter the tax information in the Tax Code fields. Click Calculate then Submit. 11. Before submitting, a pop-up window will appear to confirm. Click Send Invoice if you would like to continue and submit. If you want to go back, click Continue Editing. 12. After submitting, the page will refresh to display the credit note is pending approval. Note: If you submitted the credit note with a new Remit-To address, the status will display as On Hold. Last Updated: August

6 Once approved, Aon will process the credit voucher and details will be reflected in Coupa. PO Backed Credit Memo Created via Flip The PO will be automatically ed directly to the Supplier. 1. Log into the account where you requested that Aon Purchase Orders would be sent. If you have a question, please contact supplier.enablement@aon.com. 2. POs will come to your as Coupa Notifications. 3. Select the of the PO you would like to flip into an invoice. 4. Click Create Invoice. 5. Coupa will open in a new tab window, the Create Invoice screen will appear The Choose Remit-To Address pop-up will display. Select the address you would like to remit-to by clicking Choose If the correct remit-to address does not appear, click Create New Remit-To. Last Updated: August

7 6. On the Create Invoice screen, input the Invoice number into the applicable field. Note that required fields are indicated by an asterisk. 7. Scroll down to the Lines section and enter a negative value for the same amount of the invoice you would like to credit Click Submit. 8. Before submitting, a pop-up window will appear to confirm Click Send Invoice, if you would like to continue and submit. If you wish to go back, click Continue Editing. Last Updated: August

8 9. After submitting, the page will refresh to display the credit note is pending approval. Once approved, Aon will process the credit note and details will be reflected in Coupa. Last Updated: August