The Target system configuration dialog: Coupa AP

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 AP and click Configuration.

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.

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. TIF - A black and white TIF image. PDF - If the original PDF is color, the output PDF is also color. Original text layers are preserved. If the original PDF does not contain text layers, Tungsten AP Essentials adds text layers from the interpreted data. PDF (black and white) - A black and white PDF. Original text layers are discarded and recreated using Tungsten AP Essentials's own interpretation results, however, text layers are not created if the document exceeds 100 pages. Choose this setting for the smallest file size. When Tungsten AP Essentials receives XML invoices, it creates invoice images that may contain color; however, the file size is still small. No image - Invoice images are not sent to the target system. Only invoice data is sent. 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.
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.supplier.read core.contract.read core.invoice.read core.invoice.write core.purchase_order.read core.common.read core.user.read
CONTENT GROUPS
Content group mapping	Maps content groups to customer accounts/buyers, so you can filter data import according to the Coupa content groups you specify here. List each content group separated by a semicolon. You use this setting in combination with other settings below. For example, to filter supplier data import, select Content group filtering in the SUPPLIERS section. Use the Buyer-specific settings to specify different settings for individual buyers. When filtering data import, suppliers that belong to the group, Everyone, are not imported by default. You must specify "Everyone" in the Content group mapping box to import suppliers that belong to the Everyone content group.
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 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 AP Essentials. If this setting is not selected, all suppliers and dependent master data are imported.
Content group filtering	When selected, only suppliers and supplier data (contracts and purchase orders) that belong to the content groups specified in the Content group mapping settings are imported.
Use supplier sites	Creates a supplier in AP Essentials for each supplier site in Coupa. Select Exclude suppliers without sites to exclude suppliers that do not have sites in Coupa from master-data synchronization. Toggling this setting resets online learning. In other words, all suppliers are treated as new suppliers and must be learned again. If Delta synchronization is enabled, a complete synchronization is performed the first time.
Supplier description mapping	Maps the supplier description field in AP Essentials to supplier information in Coupa when supplier master data is imported from Coupa. Use the Buyer-specific settings to specify different settings for individual buyers.
PURCHASE ORDERS
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.
PO statuses to synchronize	Only purchase orders with the statuses you specify here (semicolon-separated) are imported. By default, only purchase orders with the issued status are imported.
PO line statuses to synchronize	Only purchase order lines with the statuses you specify here (semicolon-separated ) are imported. By default, only purchase order lines with these statuses are imported: cancelled closed created currency_hold draft expensed partially_received received soft_closed_for_invoicing soft_closed_for_receiving
Use PO prefix templates	Displays the PO prefix templates setting which removes prefixes from POs during import and restores prefixes during export. This helps Coupa clients avoid issues with PO matching when PO prefixes are in use. Use the Buyer-specific settings to specify different settings for individual buyers.
Match POs to buyers using charts of accounts	Displays the Chart of Accounts for POs setting which limits purchase order import to the chart of accounts (CoA) you specify here. This setting ensures only relevant purchase orders are synchronized. For more granularity, use the Buyer-specific settings to specify charts of accounts for individual buyers. During PO matching, only purchase orders that belong to the CoA of the corresponding buyer are available.
USERS
Synchronize users	Determines whether you want to import users from Coupa. When enabled, this feature automatically imports users from Coupa which you can use as field suggestions to easily specify requesters during verification. Displays the Requester mapping setting, which you can use to map a AP Essentials field to the Coupa requester. Enter the AP Essentials field type name that you want to map to the requester in Coupa. This feature is an alternative to importing users using lookups.
Delta synchronization	When enabled, only users that have been updated or changed since the last synchronization are imported. This is beneficial because it saves bandwidth between systems. When delta synchronization is enabled, and you change the email of a user in Coupa, a new user is created in AP Essentials. However, the old user remains. To periodically remove the unused users, you can perform a full synchronization using the Days between full synchronization setting. For example, specify 7 to run a complete user synchronization every 7 days. Specify 0 to disable this setting.
Content group filtering	When enabled, only users that belong to the content groups specified in the Content group mapping settings are imported.
LOOKUP VALUES
Name based lookups	A semicolon-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 (semicolon separated) in the Name based lookups 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.
External Ref Num based lookups	A semicolon-separated list of lookup external reference number lookups that you want to import from Coupa. This setting works the same as the Lookup names setting, but it utilizes external reference number lookups instead of lookup names.
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.
Content group filtering	When enabled, only contracts that belong to the content groups specified in the Content group mapping settings are imported.
Excluded contract numbers	Contract numbers you specify here (semicolon-separated) are exclude during master data synchronization. By default, contracts from the punchout catalog are excluded to prevent duplicate contract numbers from being imported. This setting is not validated when you test the target system settings.
EXPORT
Submit documents	By default, the integration posts documents to Coupa in the draft state. Selecting this setting additionally submits documents to Coupa after being successfully posted in the draft state. If a document cannot be submitted for any reason, it remains in Coupa in the "On Hold" or "Pending Approval" state, depending on your settings in Coupa.
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.
Line-item placeholder for header-only invoices	The placeholder text to use for invoices that have no line items.
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.
Custom line-item field mapping	Specifies data templates you want to use to specify custom line-item field mappings between Tungsten AP Essentials and Coupa. Data templates are not necessary unless the default field mappings do not meet your requirements.
Automatic tax line description	The line-item description text that appears when tax lines are created automatically by the Enforce line level taxation setting.
Enforce line-level taxation	Maps header tax fields to line items in Coupa. Use the Buyer-specific settings to specify different settings for individual buyers.
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 the Buyer-specific settings to specify different settings for individual buyers.
Remit-to code	Displays settings that you can use to map Tungsten AP Essentials fields to Coupa remit-to codes. Use the Use remit-to code (Buyer-specific settings) to specify which buyers utilize Remit-to code mapping. Use the Remit-to code mapping setting to specify the field type name of the field you want to map. Use the Buyer-specific settings to map different fields for individual buyers.
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.
Credit note handling	Determines whether credit note amounts are exported as positive or negative values. Export amounts as verified (default) - Office users determine the sign during verification. If a user verifies a credit note using negative amounts, the amounts are exported as negative values. However, if a user verifies a credit note using positive amounts, the amounts are exported as positive values. Export amounts as negative values - Credit not amounts are exported as negative values, regardless of what users submit during verification. Export amounts as positive values - Credit not amounts are exported as positive values, regardless of what users submit during verification. Regardless of the setting you choose, if a user submits a mix of negative and positive line-item amounts, the lines are kept as is, no changes are made. Use the Buyer-specific settings to specify different credit note handling settings for individual buyers. Unspecified buyer settings use the setting at the customer account level.
Link to invoice images in AP Essentials storage	Saves space in Coupa by linking to invoice images in Tungsten AP Essentials storage instead of sending invoice images to Coupa. The link to the invoice image is specified in the Image Scan setting in Coupa. When viewing invoice information in Coupa, you can click the link to open the invoice image in your web browser. This setting is only visible if the Storage service is enabled. To use this feature, Create image link must be selected in the Storage settings.
Default unit of measure	The default unit of measure to use if the unit of measure field is missing, but quantities are specified on a line item. The integration checks for the presence of the unit of measure field when determining the line type. If the unit of measure is missing, the line type defaults to amount (InvoiceAmountLine ) in Coupa. Use the Buyer-specific settings to specify different default units of measure for individual buyers.
TEST MODE
Test mode	Sends output to an SFTP server, bypassing Coupa, so you can test your output before you begin production. You must specify the buyers you want to test in the Buyer-specific settings. SFTP host name — The host name of the server you want to connect to for testing. SFTP port — The TCP/IP port of the test server. SFTP remote path — The location on the test server where you want to save transferred files. SFTP user name — The user name to use to log in to the server. SFTP password — The password of the SFTP user. Key file — Optional. The private key file (PEM) for SFTP server authentication.
DOCUMENT TRANSFORMATION
XSL transformation	Determines whether and how to transform output data before it is sent to Coupa. None — No transform is applied. XSLT resource file — Displays the XSL transformation file setting which you can use to specify the resource file you want to use for the transformation. Custom transformation — Displays the Custom XSL transformation setting which you can use to type an XSL transformation.
MISC.
Replace invalid characters	Replaces invalid characters during master data import with the Replacement character you specify. This is helpful, for example, if your master data contains invalid characters, such as line breaks, which cause errors on import. When you enable this setting, any invalid characters detected during the import process are automatically replaced with the specified Replacement character.

If you have network restrictions on IP addresses, Tungsten AP Essentials uses these IP addresses to connect to Coupa:

Europe	40.112.91.53 40.112.94.248 40.112.94.169 40.112.92.166 191.235.217.28 191.235.220.16 191.235.220.26 191.235.209.127
US	23.101.181.124 23.101.185.142 23.101.181.66 23.101.185.75
Australia	104.210.88.111 104.210.93.195 104.210.92.223 104.210.88.61