All language subtitles for Approvals Advanced Skills Practice Transcript

Welcome to the Skills Practice
exercise, based on the content

of the Approvals Advanced video.
This video will give you a

chance to practice what you have
learned, using a scenario where a

Purchase Request has been
submitted for an approval.

Here is the scenario. Lillian
wants the conference room to be

painted, and she created a
Purchase Request of €5000 to ABC

Painting yesterday. Today, Will
has received that request, so

let's see if we can help Will to
validate it correctly.

Here is the e-mail from Coupa
regarding Lillian's request.

What would be the key things to
check here? Pause the video and

have a think. Resume the video
when you are ready to proceed.

The first thing to check is the
Description - is it clear enough

to understand what is being
purchased?

The next thing to check is the
supplier. Is this the most appropriate

supplier for the intended
purchase?

The third thing to check would
be whether the value of the

goods or services being
requested is within expectations.

If the details in the e-mail are
not sufficient to reach a

decision, you can go to the
Coupa portal to see the actual

request. Let's search for
Lillian's request in the To-Do

section on the right.

In the 'General Info' section on
the right half of the page, we

can check whether the shipping
address is correct. We can also

check the 'Justification' field
to see whether any clarification

was provided regarding the
reason for the purchase. If you

would like to see a list of
location codes, please see the

link in the video description.

Next, we scroll down to the
Basket Items section where we

need to check for several things.

First, is the description clear enough
to understand what is being

purchased?

Next, the supplier name, is this
correct and is it the most

appropriate supplier?

Will knows that ABC Painting is
not our preferred supplier,

instead it should be Rainbow
Paints.

Next, we need to check whether the
value of the purchase is as

expected.

After further investigation,
Will also finds that ABC's quote

for painting a conference room
is too expensive.

Next, is the currency correct?

We can check the attachments for
further details such as

technical specifications or
quotations from the supplier.

Finally, under the 'Billing'
section, we need to check

whether the Ledger, Commodity
Code and the Cost Centre are

correct.

If we scroll down to the
Comments section, we can input

a comment explaining our
rationale and check previous

comments on the requisition.

Next, we check the 'Approvers'
section.

The first thing to check in this
section is whether the approval

flow is as expected.

If we need to have additional
Approvers, we can add them here.

We can add a comment here to
explain our decision. Adding a

comment is mandatory for
rejecting a Purchase Request. In

this example, Will knows that the
quote from ABC is too high and

Rainbow Paints is the preferred
supplier, so he writes his

comment here.

And finally, we can click on either
the Approve or Reject button. In

this example, Will rejects
Lillian's request because of the

expensive quote and the use of a
non-preferred supplier.

The confirmation of the rejection
shows on the status ribbon and

will no longer appear in the To-Do list on the Coupa homepage.

And that's the end of the
Approvals exercise, we hope that

you found the scenario useful!
Thanks for watching, and we'll

see you next time.