Firstenergy Corp. · NYSE:FE
Firstenergy — Conference Presentation (May 2024)
35 slides from Firstenergy's conference presentation, May 2024
Slide 1: Coupa Supplier Portal (CSP) Webinar
Coupa Supplier Portal (CSP) Webinar
Slide 2: Agenda
Agenda Introduction Logging in to the Coupa Supplier Portal (CSP) • Accepting an email invitation Profile Setup • Setting up Multi-factor • Managing Notification Authentication Settings • Managing Additional • Creating Legal Entities Users Submitting Invoices • Finding Orders • Creating Invoices fro
Slide 3: 1 – Introduction
1 – Introduction - What is the Coupa Supplier Portal (CSP) 3
Slide 4: Implementing Coupa is part of a larger effort to deliver a more integrated source-to-pay platform
Implementing Coupa is part of a larger effort to deliver a more integrated source-to-pay platform that will help FirstEnergy better manage supplier spend By having a centralized, standardized and transparent platform, Supply Chain can make informed buying decisions for FirstEnergy to meet our busine
Slide 5: 2 - Logging into the Coupa Supplier Portal (CSP)
2 - Logging into the Coupa Supplier Portal (CSP) - Accepting an email invitation 5
Slide 6: Accepting a Connection Invitation
Accepting a Connection Invitation Suppliers will have received a connection invitation via email. The invitation email will be sent to the Primary Contact. — The Primary Contact is considered the Administrator of the Supplier’s CSP account and does not have to be the primary business contact. Cl
Slide 7: Creating an Account
Creating an Account Suppliers without existing accounts will be prompted to create an account. Suppliers with an existing CSP account may Log In instead. Suppliers without an existing CSP account will need to complete the required fields to create an account. — Required fields are marked with a re
Slide 8: Home Page and Multi-Factor Authentication
Home Page and Multi-Factor Authentication Suppliers will be prompted to setup Multi-Factor Authentication (MFA or 2FA) after the first log-in. After either setting up MFA or exiting the MFA widget, the home page will be displayed. Multi-factor authentication will be covered in the next section.
Slide 9: 3 – Profile Setup
3 – Profile Setup - Setting up Multi-Factor authentication - Managing Additional Users - Managing Notification Settings - Creating Legal Entities 9
Slide 10: Setting up Multi-Factor Authentication
Setting up Multi-Factor Authentication Multi-Factor Authentication (MFA) is required to manage legal entities and other financial details. Suppliers may choose to use an authentication app or to use SMS – however, the authentication app method is more secure and is the recommended method. Supplier
Slide 11: Setting up Multi-Factor Authentication
Setting up Multi-Factor Authentication Select the desired settings for MFA. Enable MFA — Minimum requirement: Enable only for Payment Changes — More secure: Enable for Both Account Access (Login) and Payment Changes Via Authenticator App — Most secure — Free authenticator apps through Microsoft,
Slide 12: Setting up MFA – Authentication App
Setting up MFA – Authentication App Follow the prompts to complete MFA setup. Use the authenticator app to scan the QR code. The app will display a 6-digit code. Enter that code in the box. — This code is time-sensitive. Click Enable. 12 12
Slide 13: Setting up MFA – SMS
Setting up MFA – SMS Follow the prompts to complete MFA setup. Enter the desired phone number. — This must be a text-enabled phone number. Click Next. A code will be texted to the provided number. Enter it on the next pop-up. Click OK. 13 13
Slide 14: Setting up MFA – Recovery Codes
Setting up MFA – Recovery Codes Recovery codes are one-time use and allow the user to skip MFA. These are backup codes only, not to be used as the primary verification method. Download or copy codes. These codes are a sample only. 14 14
Slide 15: Managing Additional Users
Managing Additional Users Suppliers are able to add as many users as needed to support transactions with FirstEnergy or other customers using Coupa. The Admin will need to create new accounts and assign permissions to new users. The Admin page provides quick links to user management, legal entity
Slide 16: Managing Additional Users
Managing Additional Users Complete the required information. First Name, Last Name, and email are required. Manage Permissions — Only give relevant permissions. If the supplier has multiple customers using Coupa, the Admin is able to grant or revoke access to specific customers by checking the
Slide 17: Managing Notifications
Managing Notifications Each user may manage their own notification settings. Notifications are managed by each user individually. — Hover over the Name Menu — Click Account Settings — Click Notification Preferences. Each type of notification will be listed. — Check or uncheck the boxes as needed
Slide 18: Creating Legal Entities
Creating Legal Entities Legal Entities are used to manage payment information and may have one or more Remit-To address and/or Ship From address attached. Legal entity details will automatically populate on invoices once created. Legal Entities are best managed through the Setup page. Use the Qu
Slide 19: Creating Legal Entities
Creating Legal Entities Follow the prompts to complete legal entity setup. Legal entity name must be the full legal business name, not the DBA (doing business as) name. Select Country/Region where the business is registered. Click Continue 19 19
Slide 20: Creating Legal Entities
Creating Legal Entities Follow the prompts to complete legal entity setup. Note: Every blue “ i ” icon will display a hint or help text. Select which customers should have access to this legal entity. Complete the Invoice-From address. Provide the Tax ID number(s). An Invoice From Code is no
Slide 21: Creating Legal Entities
Creating Legal Entities Follow the prompts to complete legal entity setup. Note: Every blue “ i ” icon will display a hint or help text. Select Bank Account from the drop- down menu. Complete the required information. — SWIFT/BIC code is required by Coupa and can be found on bank documents or by
Slide 22: Creating Legal Entities
Creating Legal Entities Follow the prompts to complete legal entity setup. Note: Every blue “ i ” icon will display a hint or help text. Provide additional Remit-To addresses as required by clicking Add Remit-To. If the information is complete, click Next. 22 22
Slide 23: Creating Legal Entities
Creating Legal Entities Follow the prompts to complete legal entity setup. Note: Every blue “ i ” icon will display a hint or help text. Provide additional Ship From addresses as required by clicking Add Ship From. If the information is complete, click Done. 23 23
Slide 24: Creating Legal Entities
Creating Legal Entities Follow the prompts to complete legal entity setup. Note: Every blue “ i ” icon will display a hint or help text. Once complete, you will see a confirmation page. Go to Orders – navigates to Orders page Go to Invoices – navigates to Invoices page Return to Admin – navi
Slide 25: 4 – Submitting Invoices
4 – Submitting Invoices - Finding Orders - Creating Invoices from POs 25
Slide 26: Finding Orders
Finding Orders The Orders tab will contain all purchase orders issued to the supplier. Orders will also be emailed to contacts whose notifications are active. Toggle between customers using the Select Customer drop-down. Find Orders in different statuses by changing the View Use the Search to
Slide 27: Creating Invoices against Orders
Creating Invoices against Orders Clicking the yellow coins ( ) will open a draft invoice against a given Order, whose details will be prepopulated along with the legal entity information. Complete the required fields marked with a red asterisk (*) Upload a copy of the invoice under Image Scan
Slide 28: Creating Invoices against Orders
Creating Invoices against Orders Additional details are able to be updated at the line and summary levels. Complete the required fields marked with a red asterisk (*) Lines with type ( ) are service lines. You may edit the price of the line to reflect the services charged. — Note: suppliers who
Slide 29: Communicating with FirstEnergy via Comments
Communicating with FirstEnergy via Comments Each object (invoice or order) in Coupa will have a comment section that can be used to communicate with FirstEnergy about topics specific to that object. Enter a comment in the comment box. The Add Comment box be clickable once text is entered. Tag sp
Slide 30: 5 – Finding Remittance
5 – Finding Remittance - Locating Payment Information - Creating Custom Views 30
Slide 31: Finding Payment Information
Finding Payment Information Coupa provides payment information for paid invoices on the Invoices table. Click Invoices Change the View to Payment Information Use the Search to find specific payment details, displayed in the Payment Information column Click the blue invoice number to view pay
Slide 32: Finding Payment Information
Finding Payment Information Payment details will be listed at the bottom of the invoice. 32 32
Slide 33: Creating Custom Views
Creating Custom Views Coupa provides several standard views on each tab (Orders, Invoices, etc.). Users may also create their own views as needed. Any view may be downloaded for offline use in Excel. This example creates a recommended view: Invoices by Month Choose from standard views by clicking
Slide 34: Creating Custom Views
Creating Custom Views Choose a name for the view. — This view is called Paid Invoices This Month. Visibility can be set to be either private or shared among the users within the same organization. Choose a default view to start from. Conditions will narrow the results displayed. — Add or rem
Slide 35: Creating Custom Views
Creating Custom Views Each column will have attributes listed that are specific to the type of view to be created (invoices, purchase orders, etc.). — The left column will have any available attributes not currently displayed. — The right column lists attributes to be displayed. — Click and drag a