CSP Workbench Actions and Notifications
Learn what tasks and notifications mean in the Coupa Supplier Portal Workbench.
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:
| ID | Message | Description |
|---|---|---|
| announcement_created | A buyer published a new announcement | A buyer has added an announcement that the supplier can see in the CSP. For more information see View Customer Announcements. |
| catalog_expired | Your catalog has expired | A 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_rejected | Your catalog has been rejected | A 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. |
Notifications FAQ
How can a customer use the workbench?
If you are a buyer or customer and want to read more about the Workbench, you can find the documentation in Coupa Compass > Products > Supply Change Collaboration > Supply Chain Collaboration Documentation > Purchas Order Collaboration > Using PO Collaboration > Use the Workbench to Manage Order Confirmation Tasks > Understand the Workbench.