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Coupa Success Portal

Platform Design Considerations

The following table highlights key design areas related to designing the core components of the Platform that may apply across modules.

The articles contained assumes that the reader is familiar with the features and functions. As such, it does not describe how to configure / use a feature. Instead, it covers the considerations to take into account when designing a solution, based on the current capabilities of the product.

Collaboration Customization Forms User Experience Financial/ COA ERP Mapping Automation Reporting Archiving Globalization
Projects Custom Fields Custom Object Home Page Dependencies Enterprises Auto-Dispute Insights External Archiving Multi-Language Support
Group Custom Roles General Notifications Defaulting Supplier Model Process Builder Reason Insights Data Storage & Retention Commodity Translations
Community Exchange Content Custom Objects User Content Groups Budgets Legacy Data Robot/Remote Approver Opportunity Triggers Coupa Archive UOM Translations
  Panel Apps Supplier Review Security Controls AVRs     Data Warehouse   Custom Field Translations
  iFrame Apps     Account Groups     Categories   UI Translations
  Company Calendar     Legal Entities          
        Exchange Rates          
        Currencies          

 

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