The Target system configuration dialog: Coupa
Use these settings to configure the Coupa integration.
To access this dialog, select a Services node in the administration tree-view on the partner level or customer level, select Target system, select Coupa and click Configuration.
The settings that appear here vary, depending on the target system, version and current account level. Use these settings to specify settings for the target service:
| TEST | Checks if the integration can connect to Coupa using the connection settings. |
| Output image format | Determines the format of the output invoices.
If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected. |
| Export attachments |
Any files that are attached to a document during verification or approval are also included with the output. |
| Export original email |
Includes the original input email in the output. The actual, original email with all of its attachments, which may also contain other invoices, is included in the output. |
| CONNECTION | |
| System URL | The URL of the Coupa system. |
| API key | The API key you use for authentication within Coupa. |
| Use token-based authorization |
Determines whether you want to use token-based authorization (OAuth 2.0) to connect to Coupa API. The API key setting above is not needed when using token-based authorization. After token-based authorization is set up, the integration automatically renews the access token, so you do not need to handle token expiration manually. When you enable this setting, these additional settings are displayed: Token-based client ID - The client identifier value in Coupa. Token-based secret - The client secret value in Coupa. Coupa scopes - A list of Coupa permissions (separated by spaces) to use with the Coupa client credentials. If you accidentally change this setting, you can copy and paste these permissions (scopes), which the integration uses by default: core.accounting.read core.approval.read core.approval.write core.budget.read core.budget.write core.business_entity.read core.business_entity.write core.catalog.read core.catalog.write core.common.read core.common.write core.contract.read core.contract.write core.easy_form_response.read core.easy_form_response.write core.expense.read core.expense.write core.integration.read core.integration.write core.inventory.adjustment.read core.inventory.adjustment.write core.inventory.asn.read core.inventory.balance.read core.inventory.common.read core.inventory.consumption.read core.inventory.consumption.write core.inventory.receiving.read core.inventory.receiving.write core.inventory.transfer.read core.inventory.transfer.write core.invoice.approval.bypass core.invoice.approval.write core.invoice.create core.invoice.delete core.invoice.read core.invoice.write core.order_pad.read core.order_pad.write core.pay.payment_accounts.read core.pay.payments.read core.pay.payments.write core.pay.virtual_cards.read core.pay.virtual_cards.write core.payables.invoice.read core.payables.invoice.write core.project.read core.project.write core.purchase_order.read core.purchase_order.write core.requisition.read core.requisition.write core.sourcing.pending_supplier.read core.sourcing.pending_supplier.write core.sourcing.read core.sourcing.response.award.write core.sourcing.response.read core.sourcing.response.write core.sourcing.write core.supplier_sharing_settings.read core.supplier_sharing_settings.write core.supplier.read core.supplier.risk_aware.read core.supplier.risk_aware.write core.supplier.write core.user_group.read core.user_group.write core.user.read core.user.write email login offline_access openid profile travel_booking.common.read travel_booking.search.write travel_booking.team.read travel_booking.team.write travel_booking.trip.read travel_booking.trip.write travel_booking.user.read travel_booking.user.write treasury.cash_management.read |
| Sender domain | The sender domain that is specified in Coupa for Tungsten AP Essentials as a 3rd-party invoice sender. |
| Sender identity | The sender identity that is specified in Coupa for Tungsten AP Essentials as a 3rd-party invoice sender. |
| EXPORT | |
| Default chart of accounts | The chart of accounts to use for invoices in Coupa if the
ChartOfAccount field is empty or does not exist and no default chart of accounts is
specified on the buyer level.
Use the Buyer-specific settings to specify charts of accounts for individual buyers. When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view. |
| Default billing account template |
You must specify this setting. Due to limitations in the Coupa API, this setting cannot be empty because all created invoices must have a billing string. If you want to prevent the default value from being used further in the Coupa process, you can setup a posting block or a workflow rule in Coupa to stop this. The coding combination to use for line items in Coupa if the LIT_BillingAccount field is empty or does not exist and no default billing account is specified on the buyer level. Use the Buyer-specific settings to specify billing account templates for individual buyers. When testing the integration settings, by clicking TEST, if any errors are detected in the Buyer-specific settings, this setting is highlighted in this view, but you must click Buyer-specific settings to correct any highlighted settings in the buyer-specific settings view. |
| Custom field mapping |
Specifies data templates you want to use to specify custom field mappings between Tungsten AP Essentials and Coupa. Data templates are not necessary unless the default field mappings do not meet your requirements. |
| Enforce line level taxation |
Maps header tax fields to line items in Coupa. |
| Calculate missing tax rates |
Automatically calculates tax rates and amounts when they are missing. Use this setting in conjunction with the Enforce line level taxation setting. |
| Use remit-to code |
Displays the Remit-to code template setting, which you can use to specify a data template for remit-to codes. |
| Calculate missing net amounts |
If the net amount (InvoiceTotalVatExcludedAmount) is missing, it is automatically calculated by subtracting InvoiceTotalVATAmount from InvoiceTotalVatIncludedAmount. |
| Use default remit-to code |
When Tungsten AP Essentials imports remit-to codes from Coupa, they are saved as supplier banks in the supplier master data. When Use default remit-to code is selected, if you do not specify a remit-to code during invoice verification, and there is only one remit-to code for the current supplier, that remit-to code is used when the invoice is sent to Coupa. This setting is only visible when Use remit-to code is selected. |
| SUPPLIERS | |
| Use display name if available | Appends the supplier display name in Coupa to the supplier name in Tungsten AP Essentials. |
| Delta synchronization |
When enabled, only suppliers that have been updated or changed since the last synchronization are imported. This is beneficial because it saves bandwidth between systems. We recommend using delta synchronization, however, you may want to disable delta synchronization if, for example, you change suppler numbers or the Use display name if available setting, and you want to make sure you get all the new data. |
| Filtered synchronization | When this setting is selected, only suppliers that have a custom field named
send-to-kofax enabled in Coupa are imported to
Tungsten AP Essentials. This setting also applies to dependent
master data, such as purchase orders and contracts. For example, if this setting is enabled, and a supplier does not have the
send-to-kofax field enabled, neither the supplier nor its purchase orders or contracts are
imported to
Tungsten AP Essentials.
If this setting is not selected, all suppliers and dependent master data are imported. |
| PURCHASE ORDERS | |
| Coupa API filter | The name of the
API filter in
Coupa that simplifies response output for purchase orders.
If you use the Purchase order service, the API filter is required and greatly increases the performance of the integration by reducing the amount of data that is transmitted between Tungsten AP Essentials and Coupa when synchronizing purchase-order master data. |
| Delta synchronization |
When enabled, only purchase orders that have been updated or changed since the last synchronization are imported. This is beneficial because it saves bandwidth between systems. We recommend using delta synchronization, however, you may want to disable delta synchronization if, for example, you changed the filter settings, and you want to make sure you get all the new data. |
| LOOKUP VALUES | |
| Lookup names |
A comma-separated list of lookup names that you want to import from Coupa. In Coupa, "lookups" are similar to field suggestions (autocomplete) in Tungsten AP Essentials. They are used for fields in Coupa that require users to choose from a list of options. A lookup consists of a lookup name and a number of options, each called a lookup value. Lookup values are grouped into named sets. Each named set that you specify (comma separated) in the Lookup names setting is imported as master data with the same name. You can connect fields to master data to provide autocomplete functionality in Tungsten AP Essentials. In this manner, you can utilize Coupa lookups while processing documents in Tungsten AP Essentials. |
| Delta synchronization | When enabled, only lookup names that have been updated or changed since the last synchronization
are imported. This is beneficial because it saves bandwidth between systems.
We recommend using delta synchronization, however, you may want to disable delta synchronization if, for example, you changed the Lookup names setting, and you want to make sure you get all the new data. |
| CONTRACTS | |
| Delta synchronization |
When enabled, only contracts that have been updated or changed since the last synchronization are imported. This is beneficial because it saves bandwidth between systems. |
If you have network restrictions on IP addresses, Tungsten AP Essentials uses these IP addresses to connect to Coupa:
| Europe |
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| US |
|
| Australia |
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