Would you like to inspect the original subtitles? These are the user uploaded subtitles that are being translated:
1
00:00:02,950 --> 00:00:06,417
Welcome to the Skills Practice
exercise, based on the content
2
00:00:06,417 --> 00:00:09,773
of the Approvals Advanced video.
This video will give you a
3
00:00:09,773 --> 00:00:13,465
chance to practice what you have
learned, using a scenario where a
4
00:00:13,465 --> 00:00:16,430
Purchase Request has been
submitted for an approval.
5
00:00:19,220 --> 00:00:23,044
Here is the scenario. Lillian
wants the conference room to be
6
00:00:23,044 --> 00:00:26,683
painted, and she created a
Purchase Request of €5000 to ABC
7
00:00:26,683 --> 00:00:30,445
Painting yesterday. Today, Will
has received that request, so
8
00:00:30,445 --> 00:00:33,900
let's see if we can help Will to
validate it correctly.
9
00:00:37,360 --> 00:00:40,862
Here is the e-mail from Coupa
regarding Lillian's request.
10
00:00:40,862 --> 00:00:44,540
What would be the key things to
check here? Pause the video and
11
00:00:44,540 --> 00:00:48,160
have a think. Resume the video
when you are ready to proceed.
12
00:00:52,980 --> 00:00:55,912
The first thing to check is the
Description - is it clear enough
13
00:00:55,912 --> 00:00:57,700
to understand what is being
purchased?
14
00:01:01,180 --> 00:01:04,405
The next thing to check is the
supplier. Is this the most appropriate
15
00:01:04,405 --> 00:01:06,220
supplier for the intended
purchase?
16
00:01:10,290 --> 00:01:13,301
The third thing to check would
be whether the value of the
17
00:01:13,301 --> 00:01:16,210
goods or services being
requested is within expectations.
18
00:01:19,440 --> 00:01:22,446
If the details in the e-mail are
not sufficient to reach a
19
00:01:22,446 --> 00:01:25,504
decision, you can go to the
Coupa portal to see the actual
20
00:01:25,504 --> 00:01:28,409
request. Let's search for
Lillian's request in the To-Do
21
00:01:28,409 --> 00:01:29,480
section on the right.
22
00:01:32,850 --> 00:01:36,279
In the 'General Info' section on
the right half of the page, we
23
00:01:36,279 --> 00:01:39,763
can check whether the shipping
address is correct. We can also
24
00:01:39,763 --> 00:01:43,303
check the 'Justification' field
to see whether any clarification
25
00:01:43,303 --> 00:01:46,567
was provided regarding the
reason for the purchase. If you
26
00:01:46,567 --> 00:01:49,830
would like to see a list of
location codes, please see the
27
00:01:49,830 --> 00:01:51,490
link in the video description.
28
00:01:55,710 --> 00:01:58,714
Next, we scroll down to the
Basket Items section where we
29
00:01:58,714 --> 00:02:00,110
need to check for several things.
30
00:02:04,290 --> 00:02:07,107
First, is the description clear enough
to understand what is being
31
00:02:07,107 --> 00:02:07,530
purchased?
32
00:02:11,060 --> 00:02:14,123
Next, the supplier name, is this
correct and is it the most
33
00:02:14,123 --> 00:02:15,180
appropriate supplier?
34
00:02:17,980 --> 00:02:21,225
Will knows that ABC Painting is
not our preferred supplier,
35
00:02:21,225 --> 00:02:23,260
instead it should be Rainbow
Paints.
36
00:02:28,370 --> 00:02:31,479
Next, we need to check whether the
value of the purchase is as
37
00:02:31,479 --> 00:02:31,970
expected.
38
00:02:34,560 --> 00:02:37,953
After further investigation,
Will also finds that ABC's quote
39
00:02:37,953 --> 00:02:40,680
for painting a conference room
is too expensive.
40
00:02:46,220 --> 00:02:47,500
Next, is the currency correct?
41
00:02:50,930 --> 00:02:54,042
We can check the attachments for
further details such as
42
00:02:54,042 --> 00:02:57,210
technical specifications or
quotations from the supplier.
43
00:03:00,680 --> 00:03:03,548
Finally, under the 'Billing'
section, we need to check
44
00:03:03,548 --> 00:03:06,687
whether the Ledger, Commodity
Code and the Cost Centre are
45
00:03:06,687 --> 00:03:07,120
correct.
46
00:03:11,630 --> 00:03:14,494
If we scroll down to the
Comments section, we can input
47
00:03:14,494 --> 00:03:17,358
a comment explaining our
rationale and check previous
48
00:03:17,358 --> 00:03:18,790
comments on the requisition.
49
00:03:21,880 --> 00:03:23,800
Next, we check the 'Approvers'
section.
50
00:03:27,250 --> 00:03:30,706
The first thing to check in this
section is whether the approval
51
00:03:30,706 --> 00:03:31,610
flow is as expected.
52
00:03:38,240 --> 00:03:41,000
If we need to have additional
Approvers, we can add them here.
53
00:03:44,760 --> 00:03:48,303
We can add a comment here to
explain our decision. Adding a
54
00:03:48,303 --> 00:03:51,728
comment is mandatory for
rejecting a Purchase Request. In
55
00:03:51,728 --> 00:03:55,508
this example, Will knows that the
quote from ABC is too high and
56
00:03:55,508 --> 00:03:58,992
Rainbow Paints is the preferred
supplier, so he writes his
57
00:03:58,992 --> 00:03:59,760
comment here.
58
00:04:02,870 --> 00:04:07,051
And finally, we can click on either
the Approve or Reject button. In
59
00:04:07,051 --> 00:04:10,906
this example, Will rejects
Lillian's request because of the
60
00:04:10,906 --> 00:04:14,630
expensive quote and the use of a
non-preferred supplier.
61
00:04:18,320 --> 00:04:21,379
The confirmation of the rejection
shows on the status ribbon and
62
00:04:21,379 --> 00:04:24,640
will no longer appear in the To-Do list on the Coupa homepage.
63
00:04:27,830 --> 00:04:30,844
And that's the end of the
Approvals exercise, we hope that
64
00:04:30,844 --> 00:04:34,014
you found the scenario useful!
Thanks for watching, and we'll
65
00:04:34,014 --> 00:04:34,950
see you next time.
5575
Can't find what you're looking for?
Get subtitles in any language from opensubtitles.com, and translate them here.