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2CoupaGuidanceforNewSuppliersWelcometothePearsonSupplierOnboardingProcess!
ThisdocumentisdesignedtohelpyouthroughtheonboardingprocessbyjoiningtheCoupaSupplierPortal.
May20182COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS12CoupaGuidanceforNewSuppliersFirst,youwillreceiveanemailinvitationfromCoupaSupplierPortal(CSP)liketheonedisplayedbelow.
Second,youcandecideifyouwantto:JointheCoupaSupplierPortal(preferred)whichsupportsafullyelectronicworkflowwithPearsonandgivesyoutheabilitytoseeyourinvoicestatusesandpurchaseordersatanytime.
ProvidetherequiredsupplierinformationwithoutregisteringontheCSP.
Third,clickonthelinkbelowthePearsonsignaturethatcorrespondswithyourchoicetojointheCSP.
Byreferencingthefollowingsimpleguidance,completingyourPearsononboardingprocessthroughtheCSPshouldbequickandeasy.
SinceyouchosethelinktocompletethesupplieronboardingformbyjoiningtheCoupaSupplierPortal,followthestepsbelowtocreateyouraccountandpassword.
Enterandconfirmyourpassword.
CheckofftheboxtoacceptthePrivacyPolicyandTermsofUse.
Checkofftheboxtoindicatethatyouarenotarobot.
Finally,clickSubmit.
a1234b3COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERSLegalEntityName:Yourgivennameorthatofyouroperatingcompany.
Itshouldbepre-populatedbyyourPearsonContact.
ParentCompanyName:Onlyneededifyouareamemberofalargerorganization.
PurchasingCategory:SelectonethatbestdescribesthemajorityoftheworkyouwillbedoingwithPearson.
Itshouldbepre-populatedbyyourPearsonContact.
Goods/ServicesProvided:BrieflyExplaintherangeofgoodsorservicesprovidedbyyourcompany.
Itshouldbepre-populatedbyyourPearsonContact.
NumberofEmployees:HowmanyotherpeopleworkforyouoryourcompanyYearofIncorporation/Registration:Completeasregisteredorenter"notregistered"35WelcometotheCoupaSupplierPortal(CSP).
NavigatingtheCSPisquiteeasy.
FeelfreetoclickTakeTourtoseesomekeyfeaturehighlightsorClose.
UponjoiningandloggingintotheCoupaSupplierPortal,followthestepsbelowtocompleteyourProfileforPearson.
Fieldsmarkedinredandwitharedasterisk(*)aremandatoryandrequestedfieldsarealsoindicatedasneeded.
4InadditiontotheCSP,CoupaisalsoTextNotificationenabled.
123456IftheProfilefieldreadsPublicProfile,pleasebesuretochangeittoPearson.
PLEASENOTEScrolltothebottomoftheformandclickSAVEatanytimetosaveyourprogress.
PLEASENOTE4COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERSUnderutilisedBusinessOwnershipIndicator(MinorityOwnership):Ifyourbusinessdoesnotqualify,pleasedonotcheck.
PreferredCurrency:YourpreferredcurrencywillbeusedtoissuethePOtoyouandshouldmatchthecurrencyusedonyourinvoices.
IncoTerms:ThreeletterIncoTermcodeforthesupplier'scommercialterms.
IfyourbusinessdoesnotuseIncoTerms,pleaseleaveblank.
OrganizationType:Selectthecorrectorganizationtypefromthepull-downlist.
DUNSNumber:IfyourbusinessdoesnothaveaDUNSnumberpleaseleaveblank.
IfyouareDUNSregistered,youmayenterthe9digitsinthistextfield.
ThePrimaryContactInformationmayhavebeenpartiallycompletedbyyourPearsonrequestor.
Besuretovalidatethename(s),emailaddress,andprovideeitheramobileorworkphonenumberincasewehaveanyquestionsregardingyoursupplierrecord.
67CountryofIncorporation/Registration:Indicateintextfieldboxorenter"notregistered"asneeded.
1345672Inwhatcountryaretheseservicestobedelivered:PLEASEUPDATE.
Thisfieldshouldbecorrectlypre-populatedbyyourPearsonContact.
Ifitisnot,besuretochangethedeliverablecountrytoUnitedStates,Canada,orUnitedKingdom,etc.
asapplicable.
PLEASENOTEUS/Canadaisthedefaultphoneformat,butcanbechangedtoOther.
SelectOthertoenteryourcountrycode,area/citycode,local,andextensionasneeded.
5COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERSYourPrimaryAddressmustbecompletedandinclude:StreetAddressPostalCodeCityCountryIfthesefieldsaren'tpopulated,theformwillberejected.
89YourPaymentContactName:canbeyourname,orcanbethenameofapersonwithinyourorganizationresponsibleforreceivingpaymentadvices.
YourPaymentContactEmail:Paymentadvicesaresentoutviaemailsoanemailaddressisrequired.
YourPaymentContactPhoneNumber:Iftherearequestionsregardingyourinformationandpayment,wemayneedtospeakwithsomeoneviatelephone.
4563Ifyouentered:EMAILinthePOMethodorPOChangeMethodboxesabove,thisfieldmustbepopulatedwiththeappropriatePOemailaddress.
PLEASENOTE12POMethod:indicatehowyouwouldliketoreceivePOsfromPearson:EMAIL,cXML,EDI,orBuyOnline.
POChangeMethod:indicatehowyouwouldliketoreceiveamendedPOsfromPearson:EMAIL,cXML,EDI,orBuyOnline.
MostsupplierschooseEMAILforbothPOMethodandPOChangeMethod.
PLEASENOTE6COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERSClicktheAddbuttontoestablishyourremittoaddressandtoenterbankingdetails.
Apop-upwindowdisplays.
ClickCreateNew.
ClickContinue.
1011EnterLegalEntityNameandCountry.
Bothfieldsarerequired.
EnterTypeofCompany.
ClickSave&Continue.
12437COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS1213Entertheregisteredaddressofyourlegalentity.
Thisisthesamelocationwhereyoureceivegovernmentdocuments.
IfyouarenotVATRegistered,donotselectacountryandleaveVATIDblank.
PLEASENOTECheckoffthesetwoboxesifyourInvoiceFromaddressisthesameasyourRemit-Toaddressand/oryourShipFromaddress.
PLEASENOTEIfyouaresupplyinggoods/servicesintheUSA,selecttheCountryandenteryourTAXID(e.
g.
SS#,EIN).
Ifyouaresupplyinggoods/servicesoutsideoftheUSA,andareVATRegistered,selecttheCountryandenteryourVATID.
OR8COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS14151617RequiredFields:BankNameBeneficiary(Account)NameAccountNumberBesuretoassignPearsontoyourprofile.
ClickSave&Continue.
PLEASENOTEReviewyourRemit-Toinformationasyouhavejustenteredit.
ClickNext.
ReviewyourShippinginformation.
ClickDone.
ClickAddNowtocompleteyourRemit-Tosetupasneeded.
Oneofthesethreefields:RoutingNumberSortCodeSWIFTCodeMUSTBEPOPULATEDforthebanktobefound.
TherelevantfieldsdependontheBankCountryfortheaccount.
9COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS18ReviewtheRemit-ToAddressInformationyouhadenteredinthepreviouspop-upwindows.
ReviewtheBankDetailsyouhaveentered.
Ifincorrectclicktheredcross.
PLEASENOTE10COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS19Pleasecompleteasmanyrelevantfieldsaspossibletoensureaccurateandtimelypayments.
IBANNumber:anumberconsistingofanalphabeticalcountrycode,followedbytwodigits,andthenuptothirtyfivecharactersforthebankaccountnumber.
Itshouldbeenteredwithoutspaces.
SortCode:asix-digitnumber,usuallyformattedasthreepairsofnumbers,forexample123456.
Itidentifiesboththebankandthebranchwheretheaccountisheld.
BankRoutingNumber:anine-digitcodethat'sbasedontheU.
S.
Banklocationwhereyouraccountwasopened.
SWIFTCode:aninternationalbankcodethatidentifiesparticularbanksworldwide.
It'salsoknownasaBankIdentifierCode(BIC).
BSBNumber:Thisisasix-digitnumberthatidentifiesbanksandbranchesacrossAustralia.
ReviewtheBankDetailsyouhaveenteredinthepreviouspop-upwindows.
BothBankAccountNameandBankAccountNumberarerequiredfields.
EnterBankNameandBankCountryastheyarealsorequiredfields.
TheBankNameandBankCountrywillgeneratethebankaddressforPearson.
Oneofthesethreefields:RoutingNumberIBANSortCodeMUSTBEPOPULATEDforthebanktobefoundinadditiontoAccountNumberandSWIFTCode.
TherelevantfieldsdependontheBankCountryfortheaccount.
11COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS2021IntermediaryBankDetails:Thesefieldsareonlycompletedifasecondarybankisneededfortransactions.
IfyoudonotuseIntermediaryBankDetails,pleaseleaveblank.
Asanewsupplier,yourremittostatuswillbeActive.
IfdeliveringgoodsorservicestoonethanonePearsongeography(e.
g.
UK,US,andCA),providedetailsinthetextbox.
Thistextfieldisprovidedforyoutoincludeadditionalroutinginformation,ifyouhavemultiplebankaccounts.
Youmayalsoflaghereifyouwerepreviouslyanexistingsupplier.
ItismandatoryforsuppliersbankinginCanadatoprovidebothaBANKNUMBERandaTRANSITNUMBER.
Pleaseaddthisintothe'AdditionalBankingInfo'boxprovidingatitleforeach:e.
g.
Bank#123,Transit#12345.
A.
USGOODS/SERVICES:FederalTaxID:thiswouldbeyourEINandyouwillattachthecorrespondingform(s).
IfnoEINisavailableitismandatorytoprovideyourSS#inthestandardformatintheAdditionalTaxIDsfield.
E.
g.
123-45-6789.
Additionalinformationisrequiredifyouareprovidinggoods/servicesoutsidetheUS.
B.
UKGOODS/SERVICES:PrimaryTaxID:thiswouldbeyourVATID.
Additionalinformationisrequiredifyouareprovidinggoods/servicesoutsidetheUSorUK.
B.
UKGOODS/SERVICES:PrimaryTaxID:thiswouldbeyourVATID.
Additionalinformationisrequiredifyouareprovidinggoods/servicesoutsidetheUSorUK.
TaxInformation:PleasefilloutasmanyTaxfieldsaspossibleparticularlyifyourorganizationwilldobusinesswithPearsonintheUKand/orUSand/orCanada.
IfyourorganizationisVAT/PSTregistered,provideyourVAT/PSTdetailsforyourcountryofincorporationANDarelevantVAT/PSTIDforcountriesinwhichyouwilldelivergoodsandservicestoPearsonnoworinthefuture.
Seeadditionalhintsbelow.
12COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS222324ProofofinsuranceisonlyrequiredifyouwillneedregularaccesstoPearsonlocationsorperformworkthatinvolvesarisktohealthandsafety.
Pearsonrequiresthefollowingquestionsbeansweredtoconfirmthatthereisnoconflictofinterest(e.
g.
afamilymemberisaPearsonemployee)orifyouhaveanybusinessoperationsinacountrywithwhichPearsondoesnotengage.
Oncesubmitted,yourformstatuswilldisplayPendingApproval.
ClickDeclineifyoudonotwishtoproceedwithsettingupaPearsonaccountviaCoupa.
ClickSavetosavethePearsonprofiledetailsyouhaveentered.
ClickSubmitforApprovaloncealldataisinplaceforPearsonreviewandapprove.
C.
CAGOODS/SERVICES:PrimaryTaxID:thiswouldbeyourVATandPSTIDs.
Additionalinformationisrequiredifyouareprovidinggoods/servicesoutsideofCanada.
13COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS252726Oncesubmitted,youhavetheabilitytoWithdrawtheformandstillmakechangesbeforePearsonreviewsit.
PearsonNewSupplierOnboardingForm-EmailRejectionNotificationIfPearsonreceivedandreviewedyourresponsesandfoundissuewithanydata,youmayreceivearejectionnotificationemailsimilartotheonebelow.
YouwillalsoreceiveafollowupemailfromourSupplierManagementteamwiththedetailsofwhichfieldsrequireattention.
Click"ViewOnline"withintheemailtoreturntotheCSPonboardingform.
Then,selectthe"Profile"tab.
Next,select"Pearson"fromthedropdownlist.
Youwillnowbeabletoviewyourformandmaketherequestededits.
Finally,besuretoclick"Submitforapproval"soyourupdatescanbereviewedandapprovedbyPearson.
PearsonNewSupplierOnboardingForm-EmailConfirmationAfteryourformhasbeenreceived,reviewed,andapprovedbyPearson,youwillreceiveanemailconfirmationsimilartotheonebelow.
Congratulations!
YouarenowreadytotransactwithPearsonusingCoupa.
1234514COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS2829CoupaSupplierPortal-NotificationsAfteryourformhasbeenreceivedandreviewedPearson,youwillalsoreceivemessagesviaNotificationsintheCSPforapprovals,rejections,orders,etc.
CoupaSupplierPortal-PurchaseordersAsyourPearsoncontactissuesyoupurchaseorders,theywillbereadilyavailabletoyoufromtheOrderstabintheCSP.
3015COUPA:SUPPLIERGUIDANCEFORNEWSUPPLIERS30CoupaSupplierPortal-InvoicesAllinvoicescreatedusingtheCSPareeasilytrackedfromtheInvoicestabfromDraftandPendingApprovalstatusthroughfinalPaymentInformation.
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