3. Create an Unbacked Invoice
Task
Create a invoice with multiple lines that isn't backed by a purchase order. Since the invoice doesn't have a backing document, full accounting information is required for each invoice line, along with the Chart of Account name. Don't worry about including taxes or header charges yet.
Using the API
Use the API to post this sample cXML invoice to Coupa: Sample Unbacked cXML Invoice with Multiple Lines (No taxes).
Using Flat File
Use the background loader to deliver this this sample file to Coupa: 03-invoice-incoming-multi-line-unbacked.csv.
Testing
Create a simple non PO invoice with multiple lines. Make sure your cXML invoice file passes Coupa validations by ensuring the following:
- Line 2 references
InvoiceDetail.dtd
- Header credentials match the setup in Coupa
DocumentReference payloadID
is a valid Coupa contract number
Open the Invoice in Coupa and ensure all fields appear as expected.