Configuring Coupa AP for use with Kofax AP Essentials
Before you can use the Coupa integration with Kofax AP Essentials, you must:
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Prepare your connection settings.
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Check the supplier settings.
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Create an API response filter. Required for purchase order services.
Prepare your connection settings
Kofax AP Essentials connects to Coupa using either token-based authorization or an API key. Whichever method you choose, you specify the settings in the target system settings.
Creating token-based credentials
To create token-based credentials in Coupa:
- Log in to Coupa and navigate to Setup > Oauth2/OpenID Connect Clients .
- Click Create and use the view that appears to create your credentials.
- Make sure you select Client credentials in the Grant Type setting.
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Select these scopes:
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core.accounting.read
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core.supplier.read
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core.contract.read
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core.invoice.read
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core.invoice.write
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core.purchase_order.read
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core.common.read
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core.user.read
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After you complete the settings, click
Save.
Note the client Identifier and Secret. Later when you configure Kofax AP Essentials for use with Coupa, you specify these values in the target system settings.
Check the supplier settings
- In Coupa, make sure all of the suppliers have supplier numbers.
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Select these options in the
Invoicing Configuration settings:
- Create Invoices with No Backing Document
- Allow Non-Backed Lines on PO Invoices
You can upload Coupa supplier configurations in bulk. See Coupa documentation for more information.
Create an API response filter
If you use Kofax AP Essentials's Purchase order service, you must create an API response filter in Coupa and specify the name of the filter in the Coupa API filter setting. To create the API response filter in Coupa:
- Log in to Coupa and navigate to .
- Click Create and specify purchase_orders as the Resource.
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Click
Next and specify the
Name,
Description, and
Filter as described in the table below.
Do not select the Default checkbox.
Name rso_purchaseorder_filter Description Retrives purchase orders for Kofax AP Essentials Resource purchase_orders Default Do not select. Filter [ "po_number", "created_at", "updated_at", "status", { "supplier": [ "id", "name", "display_name", "number", "updated_at", "status", "send_to_kofax", { "custom_fields": [ "send_to_kofax" ] } ] }, { "requisition_header": [ "requested_by" ] }, { "ship_to_user": [ "email" ] }, { "order_lines": [ "id", "created_at", "updated_at", "accounting_total", "description", "invoiced", "received", "line_num", "need_by_date", "price", "quantity", "receipt_required", "source_part_num", "status", "sub_line_num", "supp_aux_part_num", "total", "type", "match_type", "service_type", { "commodity": [ "name" ] }, { "currency": [ "code" ] }, { "uom": [ "code" ] } ] } ]