For the PO retrieved in step 1, create an invoice that has service lines, and includes both line level taxes and header charges.
Using the API
Use the API to post this sample cXML invoice to Coupa: Sample cXML Service Type Invoice
Using Flat File CSV
For a backed invoice with header charges and line level taxes, the following fields are particularly relevant to this scenario, but optional, so set the values as appropriate.
- Handling Amount
- Misc Amount
- Shipping Amount
Line Level Taxation (Set to ‘Yes’)
- Line Tax Amount
- Line Tax Rate
- Line Tax Code
Use the background loader to deliver this this sample file to Coupa: 05-backed-invoice-header-charges-tax-lines.csv.
Create a PO-backed service invoice with line tax and header charges. 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 Coupa PO
lineNumbermatches the Coupa PO line
UnitOfMeasurematches the Coupa PO line