1. Source-to-Pay (S2P) Initiative Coupa Supplier Network Training

2. Agenda
Training Objectives
What is changing?
Why is Pinnacle implementing Coupa?
What is the Coupa Supplier Network (CSN)?
CSN Demo & Training
Q & A

3. Training Objectives
By participating in this training/demonstration of the Coupa Supplier Network (CSN), you will:
Be able to register and set up your profile in the CSN
Perform basic navigation of the CSN
View/Manage purchase orders
Create invoices/credit memos via ‘PO Flip’ functionality

4. What is changing? PO Transmission PO Confirmations Transaction status
Current State
Future State
PO Faxed/ s
Phone / for non-PO orders
transmission with link to CSN
PO Transmission
PO confirmed via Phone /
Possible lack of acknowledgement
PO confirmation via CSN
Status posted within CSN
PO Confirmations
Supplier needs to call for status
Status tracked via CSN
Transaction status
Supplier submits invoice
Prior to AP for 3-way match
Supplier flips PO via CSN
Supplier Actionable Notifications
Automatic 3-way match / payment
PO Flips / eInvoicing
Spend classification challenges
No reporting capabilities
Object account mapping via CSN
Strong reporting capabilities
Reporting

5. Procure-to-Pay Standardization
Why is Pinnacle implementing Coupa?
Pinnacle Entertainment is implementing Coupa as a key step in standardizing our procure-to-pay process and making it as paperless as possible. The goal of implementing Coupa is to enable Pinnacle Entertainment to reduce processing costs through e-ordering and e-invoicing, thereby decreasing cycle times.
Procure-to-Pay Standardization
Key Benefits
Easy to use on-line interface
Decreased paperwork/manual effort
Efficient and consistent processes that meet the quick pace of our business
Improved supplier relationships (e-orders/e-invoicing)
Complete and accurate view of spend data to enable informed decisions
Supplier
Procurement & Contracting
Accounts Payable

6. What is the Coupa Supplier Network?
The Coupa Supplier Network (CSN) is a NO COST online tool that serves as the interface between the suppliers and Pinnacle Entertainment.
The CSN lets suppliers manage content and settings on a customer-by-customer basis, including:
Manage your company information
View purchase orders
Create and send invoices

7. Coupa Supplier Network Demo & Training
CSN Demo & Training
Coupa Supplier Network Demo & Training

8. Registering for the CSN
You should have received an by now inviting you to join the Coupa Supplier Network. To register, follow the instructions within the invite OR register directly at
Login Here
Register Here
Forgot password?
*Please note that you must first be registered with SciQuest. It is our system of record for supplier information. If you haven’t already registered with SciQuest, please contact

9. Setting up the company profile
My Account will allow you to edit the name, , password, and photo associated with your CSN account. Click on the icon at the upper right corner. The area selector will open a pop-up window.
Click My Account
Edit name, , password
Check ‘I am not a robot’
Click Save
Click Here
Click Here

10. Setting up the company profile
Your first step upon entering the CSN should be creating your public profile. NOTE: Profile is visible to ALL Coupa customers.
Click Profile
Click Edit Profile
Complete all mandatory fields marked with an asterisk *
Click Here

11. Setting up the company profile
You can easily add your Remit-to information through the CSN. Follow the steps below:
Click Remit To
Complete all mandatory fields marked with an asterisk *
Click Save

12. User profiles
You can add and manage users from your organization according to the role that needs to be assigned.
Click Admin
Click Invite User or Edit (the fields will be the same)
Enter Name, , Permissions
Click Send Invitation (Invite User) or Save (Edit)
Click Here
- Or -
Click Here

13. User profiles
Note that the fields are the same whether you Invite User or Edit. Select the permissions according to the role of the person in your organization.
We recommend that you have only one administrator with All permissions. The Accounts Receivable role should have both Orders and Invoices clicked.
All – Controls all functions in the CSN
Admin – Can manage users, merge requests, and remit-to addresses
Orders – Can view and acknowledge orders
Invoices – Can view and create invoices
Catalogs – Out of scope
Profiles – Can edit company profile

14. User profiles
When your account is initially created, the creator will have ALL permissions. We recommend that you enable your Accounts Receivable role with Orders and Invoices.
A list of all your customers will be in the Customers section. When you create a user role for your staff, you can assign specific customers to that person or ALL. This example shows a first time registrant that accepted the invitation from Pinnacle Entertainment. Make sure this is checked if you want that role to be able to view Pinnacle Entertainment transactions.

15. View Purchase Orders
You will be able to view your POs in the CSN regardless of your transmission method. To view Pinnacle Entertainment orders, there are two options.
Two options to view orders
Click on the icon (new PO notification)
In the pop-up, click on the PO # to view PO
Click on Orders
Click on the PO # to view the PO
1, Click Here
Or –
2. Click here

16. Acknowledge Purchase Orders
Within the full view of the PO, you will be able to let Pinnacle Entertainment know that you have received the order by clicking on the Acknowledged checkbox and then click Save.
Acknowledge PO by clicking Acknowledged
Save (you can also print your order)

17. Creating Invoices
You will be able to create an Invoice directly from the PO in the CSN, commonly referred to as a ‘PO Flip’, there are two options. You can quickly flip the PO from the list of orders via the create invoice icon.
Within the full view of the PO, you can click on the Create Invoice button.
Two options for ‘PO Flip’
Click on the icon under Actions (Create invoice)
From the full PO view, click Create Invoice
1, Click Here
Or –
2. Click here

18. Complete required fields
Creating Invoices
Enter the mandatory Invoice # and Date on the Create Invoice screen. You can attach a copy of your invoice (JPEG or PDF).
Complete required fields indicated by asterisk *
Edit quantities, shipping, handling
The Calculate button updates totals
Click Submit
Complete required fields
Click to Submit

19. Creating Non-PO Backed Invoices
For invoices that are not associated with POs, you can generate invoices directly using the Invoices functionality. NOTE: Use Invoices functionality to ‘Invoice Against Contract.’
Select the appropriate contract from the dropdown list and click the Create button
Create the invoice by following the same instructions from the previous step
The Calculate button updates totals
Click Submit
Select the appropriate contract
* Do not select No Contract
**Most suppliers will have a single default placeholder contract in place
***Please contact for clarification on this process

20. Creating Credit Notes
Sending credit notes via the CSN works very similar to invoicing, except that you would be invoicing a negative quantity (for quantity POs, negative amount for amount based). There are two options:
Preferred method - You can create a credit note from the list of orders via the Create credit note icon.
From the Invoices view, click on the Credit note button.
Click Here
Click Here

21. Creating Credit Notes
Creating a credit note against a PO will allow you to apply credits for specific lines. In this example we will apply credits for a service and for items. For services, use a negative dollar amount in the Price field. For items, use a negative quantity in the Qty field.
For services, use the unit price field
For items, use the Quantity field

22. Creating Credit Notes
Creating a credit note from the Invoices view will not allow you to apply credits for a specific line. Use this option for non-PO backed invoices.
Notice that you are not able to select a PO line that you would like to apply credits against.

23. Why invoice via CSN?
There are a number of key benefits to you for invoicing via the CSN:
You can monitor the status of your invoice in the CSN
Invoices are processed, and potentially approved, automatically
Faster processing than generating your own invoices
Potential approval for payment immediately!
Creating and sending invoices

24. Already on the CSN?
If for some reason your company has a CSN account already registered, you can alleviate the confusion by merging your company accounts. Note that you will need to find the person in your company that is the administrator of the account so they can accept the merge request.
Select Merge Request
Talk to the owner of the account you want to merge with and decide who the owner will be
Add comment
Click Send Request

25. Questions?
Questions?
Please