Coupa enablement CXML/CSP/SAN – benefits & requirements

cXML (Commerce eXtensible Markup Language)

Considerations:

• A CXML catalogue transmission is a data exchange to a “PunchOut” catalog that shares shopping cart data, purchase orders and invoices, to integrate B2B sales processes.
• The PunchOut catalog takes a buyer directly to the supplier’s externally hosted catalog and returns the buyer back to the Coupa platform to purchase the items in the cart.
• Best for suppliers with more than 1000+ transactions per year.

Benefits:

• Updates to catalog items are immediately visible to buyers
• Highly configurable catalog content
• Automatic purchases and invoicing within the system

Requirements:

• Supplier must support CXML
• Visit cXML.org for instructions on setting up a cXML connection
• Time commitment is 8 hours in total; 2 – 4 weeks for testing and information exchange between parties.
• Supplier shares CXML credentials and is set up by Organon
• Supplier must work with enablement team to test and validate transmissions
• Customer does not need developer skills or IT resources to complete

CSP (Coupa Supplier Portal)

Considerations:

• Hosted Catalogues are supplier catalogues that are uploaded directly to the CSP platform using an Organon provided .csv catalog template.
• A .csv template is provided by Organon, and each required field must be completed for each item.
• Can be cumbersome for large Catalogues
• Best for suppliers with less than 1000 transactions per year and/or small or medium sized catalogues.
• Catalogs uploaded by supplier must be approved by Organon before they are live.

Benefits:

• This is the fastest way to get your catalog into Coupa.
• Catalogues may be maintained and updated by Organon or suppliers. Must be approved by Organon after upload.

Requirements:

• Set up in CSP takes 1 – 4 hours depending on the size of the catalogue
• Supplier must add items to the Organon template including all required fields.
• Supplier must work with enablement team to test and validate transmissions.
• Large catalogs may be time consuming to complete.

SAN (Supplier Actionable Notifications)

N/A

cXML (Commerce eXtensible Markup Language)

Considerations:

• Allows buyers and sellers to purchase orders, invoices, and advanced shipment notices within their own procurement application.
• Best for suppliers with more than 1000 transactions per year.
• Suppliers that use cXML are set up in CSP so can also view POs and the details in CSP.
• You do not need a PunchOut website in order to receive cXML purchase orders.

Benefits:

• cXML is streamlined for real-time, consistent communication of business documents between procurement applications.
• Full visibility into all purchase order details.
• Invoices may be generated against any portion of any line items from single or multiple purchase orders.
• Standardized method used for automated order receipt and fulfilment updates.
• Suppliers attain complete visibility, mitigate risks, and ensure non-stop connectivity to orders.
• Easier to implement than EDI and allows for exchange of more readable information.
• CSP allows for a public profile and increases visibility for opportunities with other companies and buyers.

Requirements:

• Supplier must be set up in CSP
• Supplier must support cXML
• Visit cXML.org for instructions on setting up a cXML connection
• Set up time is 1 – 2 hours

CSP (Coupa Supplier Portal)

Considerations:

• Supplier receives POs via email, a link will take them to the CSP to submit the invoice, see details or add comments.
• Best for suppliers with medium to low transaction volume.
• PO changes can be requested within Coupa and submitted for approval.
• Suppliers can flip POs into Advance Ship Notices (ASNs) via the Coupa Supplier Portal.

Benefits:

• CSP has greater visibility into current and historical information of invoice details, purchase orders, line items, partners involved, accounting distribution, payment terms, discounts, shipping and special handling, taxes, deposit and prepayment, remittance information, business performance, ratings, and much more.
• CSP allows for a public profile and increases visibility for opportunities with other companies and buyers. Suppliers can create announcements in CSP
• Suppliers can offer discounts for early payouts
• Diversity status can be enabled for increased visibility
• Supplier profile is managed by supplier so easily updated at any time.
• Multiple users and access levels. Ability to reassign when an employee is unavailable.
• Your CSP account has an inbox and notification section, so you never miss an email or notification.

Requirements:

• Supplier must be set up in CSP
• Set up time is 30 minutes

SAN (Supplier Actionable Notifications)

Considerations:

• Suppliers will receive POs via email.
• Suppliers will have the option to acknowledge, create an invoice from, or add a comment to a PO, or create a CSP account to take advantage of the benefits of CSP.
• Suitable for suppliers with a low transaction volume (less than 100 annually)
• Suppliers that are registered for the CSP can also use SAN.
• SAN suppliers do not have to register in CSP.
• All transactions are via email.
• Updates to a PO or invoice details may require several email exchanges which can be time consuming and cumbersome for suppliers with medium to large volume of invoices.
• Emails serve as records of all transactions and invoice details.
• No access to a searchable repository of existing or historical transactions.
• Emails are limited to required information.
• Limited to one user and one email address. Emails could be missed or sent to spam.

Benefits:

• Does not require logging in to a portal to receive POs or submit invoices.

Requirements:

• Set up requires an email address to receive purchase orders