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Coupa Success Portal

Sample cXML Invoice with Compliance

General Compliance Prerequisites

  1. The Coupa instance must have the applicable countries compliance turned on at instancename.coupahost.com/support.
  2. The Coupa instance must have an invoice presentation configured for the applicable country.
  3. Important Step: The supplier must become linked on the Coupa Supplier Portal (CSP) and create a remit-to address on the CSP.
  4. The supplier must reference this remit-to address in the cXML code by referencing the remit-to code and remit-to name, or the exact address as is seen below.

Sample cXML for Remit-To Address

Compliance is derived from the contents of the invoice: there’s no "switch". These all go within the InvoiceDetailRequestHeader element in the cXML document.

The following fields are required for remit-to address invoices:

  • Suppliers Primary Name
  • Suppliers Remit-to Address - This address has to be created from the CSP.
  • addressID maps to the remit_to_code field on remit to addresses from the CSP.
    • Overrides any address info within the PostalAddress element.
  • IdReference uses two elements required for compliant invoices
    • taxPrefix - The supplier’s VAT code (usually the same as tax country code).
    • taxNumber - The supplier’s VAT number.
 <InvoicePartner>
   <Contact role="remitTo" addressID="badbeef">
       <Name xml:lang="en">Vernon Dursely</Name>
       <PostalAddress name="default">
           <Street>4 Privet Drive</Street>
           <City>Little Whinging</City>
           <State>Surrey</State>
           <PostalCode>CR3</PostalCode>
           <Country
               isoCountryCode="GB">82</Country>
       </PostalAddress>
   </Contact>
   <IdReference domain="taxPrefix" identifier="GB" />
   <IdReference domain="taxNumber" identifier="2f3207092f5e" />
</InvoicePartner>

Sample cXML for Bill-To Address

The following fields are required for bill-to address invoices:

  • Customer Primary Name
  • Customer Bill-To Address
  • addressID - Numeric ID of the address in Coupa.
  • Search first tries to find by addressID if given, then it tries to perform a strict match based on the contents of the PostalAddress element.
 <InvoicePartner>
   <Contact role="billTo" addressID="1">
       <Name xml:lang="en">Minh Tran</Name>
       <PostalAddress name="default">
           <DeliverTo>Minh Tran</DeliverTo>
           <Street>street</Street>
           <Street>Suite 300</Street>
           <City>SS</City>
           <State>CA</State>
           <PostalCode>77842</PostalCode>
           <Country
               isoCountryCode="US">United States</Country>
       </PostalAddress>
       <Email name="default">minh@coupa.com</Email>
       <Phone name="work">
           <TelephoneNumber>
               <CountryCode
                   isoCountryCode="US">1</CountryCode>
               <AreaOrCityCode>745</AreaOrCityCode>
               <Number>4466</Number>
           </TelephoneNumber>
       </Phone>
   </Contact>
</InvoicePartner>

Sample cXML for Ship-To Address

  • Contact element with role=”shipTo” is used to set the ship-to address.
  • Searching behavior is the same as for bill-to addresses above.
<InvoiceDetailShipping>
   <Contact role="shipFrom" addressID="7120">
     <Name xml:lang="en">Minh Tran</Name>
     <PostalAddress name="default">
         <DeliverTo>Minh Tran</DeliverTo>
         <Street>2 W Fifth Street</Street>
         <Street>Suite 300</Street>
         <City>San Mateo</City>
         <State>CA</State>
         <PostalCode>94402</PostalCode>
         <Country
             isoCountryCode="US">United States</Country>
     </PostalAddress>
   </Contact>
   <Contact role="shipTo" addressID="7120">
     <Name xml:lang="en">Minh Tran</Name>
     <PostalAddress name="default">
         <DeliverTo>Minh Tran</DeliverTo>
         <Street>2 W Fifth Street</Street>
         <Street>Suite 300</Street>
         <City>San Mateo</City>
         <State>CA</State>
         <PostalCode>94402</PostalCode>
         <Country
             isoCountryCode="US">United States</Country>
     </PostalAddress>
   </Contact>
</InvoiceDetailShipping>
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