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Coupa Success Portal

Cash Checking and Loan Provider

Overview

This case study is about cash checking and loan provider that manages more than 300 financial service centers across US. They needed a system that would replace a manual process for purchasing that included paper orders and e-mail approvals. With the manual process they were missing the proactive visibility into purchasing. Coupa provided reporting and visibility into spend for multiple interdependently run departments. As a Coupa customer, they will be doing all administrative purchasing and all invoicing through our platform.

Configuration Metrics

  • Users: 106
  • Suppliers: 2919
  • Accounts: 39K active accounts
  • Hosted Catalog Items: 1100
  • PunchOuts and cXML PO and Invoice Connections: Office Depot, Insight Global

Integration Overview

  • Suppliers (GP to Coupa)
  • Accounts (GP to Coupa)
  • Approved Invoices (Coupa to GP)
  • Invoice Payments (GP to Coupa)

Two more Coupa standard integrations are planned for the future with two external purchasing systems.

Key Features of the Implementation

  • Successful GP integration with four integration points
  • Customized invoice integration that can be re-used for other customers

Key Challenges

  • 90 databases in GP that are used for different store locations. Since Coupa only integrates with a single database, the Coupa integration team had to develop a process of allocating data to multiple databases.
  • One of the requirements was integration of approved invoices with split billing that included weighted allocation of taxes and shipping costs based on the invoice line amount.
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