7.1 Create an Expense Payment
Using API
-
Make an Expense Payment in ERP.
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The ERP Connector pulls the Expense Payment from ERP.
-
The ERP Connector should post the Expense Payment to Coupa.
- Validate that the Expense Report is updated correctly in Coupa.
PUT
https://<instance>/api/expense_reports/<id>
Payload
<?xml version="1.0" encoding="UTF-8"?> <expense-report> <payment> <notes>Test</notes> <payment-date type="dateTime">2016-09-17T00:00:00-04:00</payment-date> </payment> </expense-report>
Note that the Coupa Best Practice is to store the Coupa Expense Report ID in the ERP Connector/ERP, so the Expense Payment can be made directly without querying Coupa for the Expense Report ID. If not saved in the ERP Connector/ERP, and additional step is required to API GET the Expense Report ID.
Using CSV
-
Make an Expense Payment in ERP.
-
The ERP Connector pulls the Expense Payment from ERP.
-
The ERP Connector places the CSV file to the
/Incoming/ExpensePayment
folder on the Coupa sFTP site. - Validate that the Expense Report is updated correctly in Coupa.
For a sample file, see create_expense_payment.csv.