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General
What is Coupa?
Coupa is the leading cloud-based, spend management platform that unifies the procure-to-pay business process across a company. (Gartner and Forrester rated Coupa #1 in this category.) Coupa brings e-commerce shopping ease to procurement management processes. For more information on Coupa, please visit their website.
When will Coupa go live at Lifespace Communities?
Lifespace Communities will transition our communities and suppliers to the Coupa platform in a series of rollouts that will start on March 21, 2022 and will continue through June 20, 2022. Here is the timeline of when our communities will go live with Coupa:
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- March 21, 2022: Lifespace home office and Friendship Village of South Hills
- April 11, 2022: Claridge Court, Friendship Village of Bloomington, and Querencia
- May 2, 2022: Beacon Hill, Newcastle Place, and Oak Trace
- May 23, 2022: Abbey Delray, Abbey Delray South, Harbour’s Edge, The Waterford, and Village on the Green
- June 13, 2022: Edgemere and The Stayton
Where should I go if I have questions about using Coupa and/or CSP?
If you have questions about using Coupa and/or Coupa Supplier Portal (CSP), please email coupahelp@lifespacecommunities.com or visit the Coupa Success Portal.
Current Suppliers
Why is Lifespace changing to Coupa?
Lifespace had a lot of opportunity to improve the user experience for our team members that purchase goods and services, and our accounts payable team needed better tools to support the organization overall. Coupa provides the new tools necessary for our team to scale our work and to improve the user experience.
The old system works – do I have to change to digital payment and interactions?
Yes. We are here to get you invited to the CSP and to support you getting setup to the best of our abilities. We will not be doing manual work when automation and digital options are available.
How do I transition to using Coupa?
Please see the resources available here on our “Lifespace for Suppliers” webpage, follow the links, and if you have any questions, you can reach us at coupahelp@lifespacecommunities.com.
Purchase Orders (POs)
I’ve never received a purchase order from Lifespace. Is this now the standard?
Yes. With the transition to Coupa, Lifespace will institute a purchase order (PO) system. Our teams will now be required to complete a requisition. After this requisition has been reviewed and approved, it becomes a PO. Once the PO has been created, Lifespace will email the PO to the supplier. All suppliers will need to provide a PO submittal email address.
Do I have to accept POs via email?
Lifespace’s most preferred method of communication with suppliers is cXML. If your organization has the capability to communicate POs, invoices, and payments via cXML, please reach out to Lifespace at coupahelp@lifespacecommunities.com to start that process. Outside of cXML, Lifespace will require either the Coupa Supplier Portal, (CSP), or a managed email address as the form of communication with all suppliers. POs will be emailed or sent to the CSP. Manually providing POs via phone or in-person communication will not be used once we transition to Coupa.
Will the purchase order numbers be different for each order in Coupa?
Yes. Each order will have a PO number/code that is a unique number/code tied to all goods and services included in that specific order. All Lifespace POs will begin with a community code as the prefix. For instance, Abbey Delray POs will begin with “AD,” while Edgemere POs will begin with “EDGE.” Orders can be tracked through the process by using the unique PO associated with the order and invoice. The process ends once the PO has been paid by invoice.
What will happen to my invoices that have been sent to Concur?
The invoices already sent to Concur will not be impacted by the switch to Coupa. As part of the transition from Concur to Coupa, all open invoices and payments will continue their life cycle through Concur until they are paid.
Coupa Supplier Portal (CSP)
Where can I find information about CSP?
Click here for more information regarding CSP. This provides a variety of written references and video demonstration on CSP topics. The CSP is a free online portal that provides suppliers one location to centrally manage their Lifespace POs, invoice activity, and payment status with Lifespace. The CSP will directly connect the registered suppliers to Lifespace’s Coupa platform, making catalog updates and document transfer immediately available for both the supplier and Lifespace.
If my company already has an existent CSP account or already uses CSP with another customer, is there a way to combine accounts?
You can merge your existing CSP accounts by following these step-by-step instructions. If you provide us with the same admin email account as your CSP accounts for other customers, then your accounts will automatically merge when we send your CSP invitation. Within your account, there will be a drop-down option to flip between existing customers and Lifespace.
How much does it cost to register with CSP?
There is no charge to use the Coupa Supplier Portal.
Who pays me if I use CSP?
Lifespace is still responsible for paying you directly. The payee name on any of our payment methods will not change.
Do I have to have a CSP account?
No; a CSP account is not required for you to be able to transact. However, you will still need to have a managed email address to transact with Lifespace and to manage POs, invoices, and correspondence from that email account. Without a CSP account, you won’t be able to manage content and settings on a customer-by-customer basis, including viewing purchase orders, creating catalogs, sending invoices, and advance ship notices (ASNs), checking the status of transactions, and more.
If I do not complete my CSP account initially, can I do it in the future?
Yes. If you received a CSP invite from Lifespace, you have up to 30 days to complete your CSP profile with the provided link. You can expect the invite to come from do_not_reply@supplier.coupahost.com.
What is the process for changing the document transmission method?
If you would like to invoice using cXML, please contact Lifespace Coupa Support (coupahelp@lifespacecommunities.com) for further information and to begin the cXML setup process.
Invoices
I have received an order from a Lifespace community, and the invoice is not yet created or sent to Concur. Where should I send the invoice after Lifespace launches Coupa?
Please refer to the go-live dates previously shared in this document. If the invoice is sent after the go live date for the respective community, please send the invoice to Coupa.
Will there be any changes in invoicing and payment processes after the transition to Coupa?
Suppliers should submit their invoices through Coupa Supplier Portal (CSP) for Coupa. If you have elected not to create a CSP account, invoices can be sent to an email address that will be provided before Lifespace goes live with Coupa.
Payment Types and Terms
With Lifespace’s move to Coupa, will Lifespace have any new payment types available?
Yes. We will offer virtual credit card and ACH as our forms of payment. Paper checks will no longer be an acceptable form of payment after July 1, 2022.
Will Lifespace update or change any pay terms with their suppliers?
Lifespace’s standard pay terms for virtual credit card and ACH will be net 30. All pay terms are negotiable if a supplier is willing to offer early pay discounts. As part of supplier onboarding, the supplier can request their preferred pay terms. Lifespace will select all final pay terms once the onboarding process is complete.
Tax Exemptions
In which states is Lifespace tax exempt?
Florida, Minnesota, Texas and Wisconsin.
Where do I find the forms?
Please refer to the Important Forms page.
Still have questions? Email: coupahelp@lifespacecommunities.com