› Target system integrations › Coupa AP › Configuring Coupa AP for use with Kofax AP Essentials

Configuring Coupa AP for use with Kofax AP Essentials

Before you can use the Coupa integration with Kofax AP Essentials, you must:

  • Prepare your connection settings.

  • Check the supplier settings.

  • Create an API response filter. Required for purchase order services.

This topic refers to the Coupa AP integration, which is the most current version of the Coupa integration and uses the latest version of the Coupa API. This integration is currently available on preview basis for select customers.

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:

  1. Log in to Coupa and navigate to Setup > Oauth2/OpenID Connect Clients .
  2. Click Create and use the view that appears to create your credentials.
  3. Make sure you select Client credentials in the Grant Type setting.
  4. Select these scopes:

    • core.accounting.read

    • core.supplier.read

    • core.contract.read

    • core.invoice.read

    • core.invoice.write

    • core.purchase_order.read

    • core.common.read

    • core.user.read

  5. 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

  1. In Coupa, make sure all of the suppliers have supplier numbers.
  2. 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:

  1. Log in to Coupa and navigate to Setup > API Filters.
  2. Click Create and specify purchase_orders as the Resource.
  3. 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"
        ]
      }
    ]
  }
]