Once you've received a PO from Coupa, it's time to flip it into an invoice. Create a invoice against the purchase order you retrieved in Scenario 1 and include multliple lines on the invoice. Don't worry about including taxes or header charges just yet.
Using the API
Use this cXML sample file with the API to post an invoice in Coupa: Simple Backed cXML Invoice with Multiple Lines.
Using Flat File
Use this CSV sample file to create a flat file invoice: 02-invoice-incoming-multi-line.csv. Drop the invoice file in the
/Incoming/Invoices on Coupa's SFTP server. The folder path won't change for all inbound invoices across test or production instances. This is Coupa's background loader, which is used for flat file integration.
Create a simple invoice with a single line PO with no header charges thru cXML or CSV. Make sure your cXML invoice file passes Coupa validations by ensuring the following:
- Line 2 references
- Header credentials match the set up in Coupa
DocumentReference payloadIDis a valid Coupa PO
lineNumbermatches the Coupa PO line
UnitOfMeasurematches the Coupa PO line
Open the Invoice in Coupa and ensure that all fields appear as expected.