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Coupa Success Portal

Implementation Options

Overview

Customers have many different options when it comes to using Coupa. Some organizations may choose to use Coupa for requisitioning only or catalogs only, or P2P. While others use Coupa only for sourcing or expenses or contracts. Coupa is truly a flexible platform.

What we will describe here are the most common options that customers choose along with the benefits of each option. Remember these are THREE of the MANY different options that we support, so please do not limit yourself to thinking this is how you must use Coupa. For more detailed flow charts on different business flows that are mapped in Coupa, please download the process document from here.

Requisitions Only

Purchase Orders Flow to Your ERP System

In this option, the requisition is approved in Coupa and the Purchase Order is created in the ERP where it is issued to the vendor and invoiced by Purchasing and AP. This option is typically used by customers that have the greatest pain points with the requisitioning and approval process, but they do not want to impact any back office processes. AP and Finance will continue to do their day to day jobs in the ERP system.

Requisition to Receipt

Approved Purchase Orders and Receipts flow to Your ERP System

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In this option, the requisition is approved in Coupa and the Purchase Order is sent to the supplier from Coupa. The end user or central receiving will create receipts in Coupa to help facilitate downstream matching requirements. The purchase orders and receipts are flushed back into ERP. This option is typically used by customers that have the greatest pain points with the requisitioning and approval process, but they do not want to impact any back office processes. AP and Finance will continue to do their day to day jobs in the ERP system.

Procure to Pay

Approved Invoices Flow to Your ERP for Payment

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In this option, the requisition is approved in Coupa and the Purchase Order is sent from Coupa to the Vendor. Later, seamlessly, Accounts Payable or the supplier flip the Purchase Order into a Invoice. The invoice will then flow into the ERP System as an approved invoice. After the invoice is paid out of the ERP or Accounts Payable system, payment details (check number, etc.) can flow from the ERP to Coupa. For this type of implementation, Accounts Payable and Finance utilize Coupa for most of their day to day interaction. Coupa has a number of great tools to support these functions, including accrual and open PO reports. One extension under this implementation option is your suppliers can flip the purchase order to an invoice for you, using the free Coupa Supplier Network.

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