Merging Multiple Accounts in the CoupaSupplier Network

Introduction

For some suppliers, AIB may need to send more than one Coupa Supplier Network (CSN) invitation due to the nature of the master data in AIB’s ERP system.

If you have received multiple invites you can “merge” these newly-created accounts so that transactions for both supplier records are visible, and can be actioned, in a single login.

This guide will take you through the process to merge and manage these accounts.

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Merging Accounts in the CSN

1. AIB sends separate CSN invitations to two (or more) supplier contact email addresses

2. Both accounts should complete the registration process

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Merging Accounts in the CSN

3. Both accounts should see the opportunity to initiate a “Merge” request with the other account (the logic is based on the email domain, so if it's a shared email domain, it should be available)

Note: Only 1 account should request a merge with the other one

4. If you want to merge the suggested account, click the “Request Merge” button

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Merging Accounts in the CSN

5. Choose the Parent Account

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Selection Description

Make my company the owner of the merged account

This will cause the other account to be merged into your company account. The other user's company account will be removed. You will continue to be the administrator for the merged company account, and the previous administrator will become a regular user in the merged account.

Make the company I'm sending this request to the new owner of the merged account

Your company account will be removed. The other user's company account will become the only company account. You will no longer be the account administrator, but he administrator of the existing account can choose to make you an administrator of the merged account

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Merging Accounts in the CSN

6. Add a Request Note

7. Complete the reCAPTCHA

8. Choose “Send Request”

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Accepting a Merge Request

The account that you have requested to “merge” with will receive an email and a notification in the CSN.

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1. To accept, click on the email link or select “Accept Merge” in the CSN.

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Accepting a Merge Request

2. Confirm that the request is genuine and Accept or Reject, as appropriate

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Merged Accounts in the CSN

You will now see Allied Irish Banks, p.l.c. as two (or more) customers on the Orders and Invoices tables

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Merged Accounts in the CSN

Merged Accounts will use the following rules:

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Element Merge Behaviour

Connected customers & customer profiles

Any connected customers will be retained in the new account. The existing email address will remain as the contact email for the customer. If the customer is connected to both accounts, the parent account connection will be retained, and the merged account connection will be removed.

Remit-to addresses Remit-to information is transferred only for addresses that are available to All companies.

Searching for Accounts to Merge

You can search for a specific account to merge - this is great if the account isn't listed, or the list is too long to search for the specific account you want.

Select “Click Here” and enter the email address of the account you wish to merge with.

Repeat the processes as previously demonstrated.

You can also access this page by clicking the Admin icon from the main menu and selecting the “Merge Requests” tab.

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Managing User Accounts

You can manage user permissions by going to the main menu and choosing “Admin”.

Permissions can be adjusted by selecting “Edit” for each user.

From here, you can deactivate users that are not required on your CSN account.

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Managing User Accounts

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Users who wish to change their notification preferences can select the notifications bell icon and select the cog

– from here you can manage email and/or online notifications by selecting or deselecting, as appropriate