Understand the CSP Workbench

The Coupa Supplier Portal Workbench is designed to streamline and simplify task management for users.

Suppliers who interact with a high volume of daily work requests face confusion around deliverables, leading to missed deadlines and costly cycle times. The Coupa Supplier Portal (CSP) Workbench is designed to streamline and simplify the work management by providing a centralized view that consolidates all requests pending your action.
Note:

Notifications are now shown in the CSP Workbench. For more information about managing notifications in your email or SMS, see View and Manage Notifications.

Suppliers can see tasks related to different processes, including:

  • Onboarding tasks

  • Busines profile requests from buyers

  • Information requests from linked customers

How to see the Workbench

To access the dashboard, go to the top menu and select the Workbench button, as displayed on the image below.

Figure 1. The supplier Workbench in the CSP
The Workbench within the CSP platform. A number 1 highlights the check icon in the top-right of the window, next to the notifications. Selecting this icon will redirect to the Workbench. Number 2 is highlighting the first task on the dashboard. Number 3 highlights a specific tag next to the task name. Number 4 highlights the action column next to a line-level PO within the task. Number 5 highlights the Workbench menu on the left of the window. Number 6 highlights a bell icon next to the task title in the center of the window.

The following table describes the different sections of the CSP Workbench:

Table 1. Sections of the CSP Workbench
NumberNameDescription
1Alerts

A red dot appears on the Workbench icon when a task is pending your action.

2Tasks

A task is a request assigned to you. You can filter tasks by customer using the Select Customer dropdown.

3PriorityThe urgency of a task compared to others. Tasks are sorted by their priority.
4Task Actions

On each line, you can perform the following actions:

  • Accept the line
  • Reject the line
  • Purpose changes
5Views

A set of tasks grouped by a similar state:

  • Open: Displays all open tasks, excluding snoozed and completed ones.
  • Overdue: Shows open tasks that are past their due date.
  • Due Today: Lists open tasks due today.
  • Completed: Displays completed tasks.
6RemindersA reminder is an alert configured by the buyer. Is delivered to you at ab specified time after task creation.

Setup requirements for tasks about orders

For the CSP Workbench to synchronize with order collaboration, specific configurations must be enabled:

  • Buyers with PO Collaboration need to enable Setup > Company Information > Unified Workbench.
  • For a task related to order to appear in the CSP Workbench, they must be configured by buyers as a Seeded Task.
    • Triggers: Buyers configure these tasks to appear automatically when specific conditions are met, for example, when an order confirmation pending review.
    • Priorities & Reminders: The buyer also determines the priority of these tasks and sets up any reminders you might receive.
Note:

The CSP Workbench supports tasks related to order confirmations when your buyers have PO Collaboration.

Workench FAQ

How can a customer use the workbench?

If you are a buyer or customer and want to read more about the Workbench, see Understand the Workbench.

What is the difference between a notification and a task?

Notifications are the way Coupa keeps you informed about new information or changes related to your account. You can receive notifications through email or SMS.

Tasks require an action in order to be completed. These appear on your workbench when Coupa or their customers needs you to take an action.

Why can't I see a notification in the workbench?

Some notifications do not require any action on your part. For example, when an invoice is approved, there typically isn't any follow-up needed from suppliers, so there is no task for you to perform. You can configure your notification settings to receive an email when such events happen by following the steps in Change your CSP notification preferences above.

CSP Workbench Actions and Notifications

Learn what tasks and notifications mean in the Coupa Supplier Portal Workbench.

Note:

This is draft content subject to change until Release Notes v2.

Different events that happen in an account can trigger notifications or tasks. The Coupa Supplier Portal (CSP) Workbench allows suppliers to see what actions are required on their end, as tasks that can be done in the CSP.

Notifications are the way Coupa keeps you informed about new information or changes related to your account. You can receive notifications through email or SMS. Some notifications are now shown in the CSP Workbench. For more information about managing notifications in your email or SMS, see View and Manage Notifications.

Tasks require an action in order to be completed. These appear on your workbench when Coupa or their customers needs you to take an action. For more information, see Manage the CSP Workbench.

What events, tasks and notifications mean in the workbench

The following table describes the different sections of the CSP Workbench:

Table 2. Sections of the CSP Workbench
IDMessageDescription
announcement_createdA buyer published a new announcementA buyer has added an announcement that the supplier can see in the CSP. For more information see View Customer Announcements.
catalog_expiredYour catalog has expiredA specific catalog the supplier shared with a buyer was approved after the catalog's expiration date. For more information, see View and Manage Catalogs.
catalog_rejectedYour catalog has been rejectedA specific catalog the supplier shared was rejected by the buyer. Reach out to the buyer for more information.
certificate_expiration_reminder A certificate will expire

The supplier has existing certificates that may be expiring. They can upload an updated certificate to their Business Profile. For more information, see Create and Manage Your Business Profile.

digital_check_cancelled_for_buyer A buyer cancelled a payment A specific payment has been canceled by a buyer. Reach out to the buyer for more information.
diverse_profile_updated A buyer's Diversity report has been updated A Tier 2 Diversity Spend Report from a buyer requires the supplier attention. Suppliers can go to the Information Requests tab to respond to this request. For more information, see Complete Tier 2 Diversity Reports.
early_payment_request_expired Your Early Payment Request for a buyer has expired The Early Payment Request the supplier submitted to a buyer has expired. Reach out to the buyer for additional details. For more information, see Early Payment Discounts.
early_payment_request_financier_rejected Your Early Payment Request was rejected by the payer company. The payer company has rejected the supplier's Early Payment Request. Reach out to the buyer for additional details. For more information, see Early Payment Discounts.
early_payment_request_rejected Your Early Payment Request was rejected by the buyer. The buyer has rejected the supplier's Early Payment Request. The supplier can re-submit their request with a different discount rate. For more information, see Early Payment Discounts.
form_response_rejected Your form (with your supplier information) was rejected by the buyer. The buyer has rejected a form sent by the supplier (also known as a supplier information form or an information request). For more information see Create and Update Your Customer Profiles.
integration_failed A buyer's PO integration failed The purchase order (PO) the buyer sent to the supplier failed while processing. Reach out to the buyer for more information.
invite_all_added_contacts A buyer suggests new users A buyer is suggesting this supplier's account to add other members (emails) as new users to the supplier's business account. For more information, see Account Merges and Customer Connections.
invited_to_event Sourcing event invitation from buyer A buyer has sent a supplier an invitation to a sourcing event. For more information, see A Suppliers Guide to Coupa Sourcing .
invoice_disputed An invoice for a buyer is disputed A specific invoice has been disputed by the buyer. Reach out to the buyer for more information.
invoice_processing_failed An invoice processing failed An invoice being submitted by the supplier failed while processing. Suppliers can try again.
merge_requests Account Merge Accepted or Rejected or Cancelled The merge request sent to a supplier was either accepted, rejected or cancelled. For more information, see Account Merges and Customer Connections.
merge_suggestions New merge suggestions The user's account has new merge suggestions. The user can go to Setup > Merge Suggestions to view and manage the suggestions. For more information, see Account Merges and Customer Connections.
new_catalog_comment A comment from buyer A buyer has made a comment on a specific catalog. Suppliers can select the hyperlink below the message to view the comment.
new_connection A supplier is now connected to a buyer The supplier is now linked to a customer or buyer. For more information see View and Manage Connection Requests.
new_easy_form_response_comment A supplier has received a new SIM comment The buyer has made a comment on a form (also known as information requests) submitted by the supplier. For more information see Create and Update Your Customer Profiles.
new_external_order_header_comment New comment from a buyer on a PO The buyer has made a comment on a purchase order (PO). For more information, see View and Manage POs.
new_invoice_header_comment New comment from buyer on invoice The buyer has made a new comment on an invoice. For more information see View and Manage Invoices.
new_order_header_comment New comment from buyer on PO The buyer has made a new comment on a PO. For more information, see View and Manage POs.
order_header_change_rejected Buyer rejected your change request - PO The buyer has rejected the change request the supplier made on a specific PO. Reach out to the buyer for more information.
pending_sim_profiles Information Request Updates Pending The supplier has existing information requests that have not been updated with their current profile information. Suppliers can update these requests, see Sharing your Business Profile Information.
supplier_payment_role_granted_to_new_user New user has access to payment information A specific user on the account has been given access to sensitive payment details using the Payments role. For more information, see Manage Users.
supplier_virtual_card_processing_failure Document Processing Failed There was an issue while processing the virtual card for a specific document number. The user can check if there are any errors before manually retrying to charge the card. For more information, see Use Virtual Cards.
supplier_virtual_card_reminder Virtual Card not Fully Charged A document has a virtual card that has not been fully charged. For more information, see Use Virtual Cards.
tin_validation_legal_entity_error TIN Validation Failed One or more of the tax IDs could not be verified. Users can confirm the tax IDs listed on the Legal Entity page. For more information see Set Up Legal Entities.
tin_validation_profile_error TIN Validation Failed The tax ID could not be verified. Users can confirm the tax ID on their Business Profile. For more information, see Create and Manage Your Business Profile.
unpaid_invoice_reminder_triggered Automated payment reminder sent to a buyer. An automated payment reminder regarding unpaid invoice(s) was sent to a buyer. For more information see View and Manage Invoices.
user_join_requests A user has a join request A user has requested to join theaccount. Users can go to the Users table to accept or reject this request. For more information, see Manage Users.
work_confirmation_rejected Service Sheets for buyer rejected A specific service sheet has been rejected. Suppliers can reach out to the buyer for more additional details. For more information see Service Sheets.