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Coupa Success Portal

AGS-APAY Integration (For Internal Use Only)

Integrations Reference Document 

Services/Architects, if you have questions please reach out to the CCW services team. Use the following page as reference:

https://coupadev.atlassian.net/wiki/spaces/CVS/pages/1153018562/Contingent+Workforce

Configurations Used

Fee Settings

feesettings1.png

feesettings2.png

Location Settings

locationsettings1.png

locationsettings2.png

locationsettings3.png

Timesheet Localization Settings

timesheetlocalizaion1.png

Tax Settings

taxsettings1.png

Data Staging Information

Below is the worker template I used to create the workers for all data staged. You will not necessarily need to review this upload template, but it might be a good item to reference if you are validating that data was staged correctly based on the above configurations.

Example - Worker 1 Time and Expense

One timesheet
  • Taxes=Yes; Timesheets only; 6%
  • Overtime=No
  • Double time=No
  • Single or Multiple Charge Number=Single
  • MSP/VMS Fees and Funding:
    • MSP Fee=Supplier 2.5%
    • VMS Fee=Supplier 0.5%

minshew1timesheet_.png

One expense
  • MSP/VMS fees and funding: None (not a Misc. Fee type of expense)

minshew1expense_.png

Example - Worker 2 Time and Expense

One timesheet
  • Taxes=Yes; Timesheets only; 6%
  • Overtime=Yes
  • Double time=No
  • Single or Multiple Charge Number=Multiple
  • MSP/VMS Fees and Funding:
    • MSP Fee=Supplier 2.6%
    • VMS Fee=Client 0.4%

chark1timesheet_.png

One expense
  • MSP/VMS fees and funding: Yes (Misc. Fee type of expense)
    • MSP Fee=Client 2%
    • VMS Fee=Client 1%

chark1expense_.png

Example - Worker 3 Time and Expense

One timesheet
  • Taxes=No
  • Overtime=No
  • Double time=No
  • Single or Multiple Charge Number=Multiple
  • MSP/VMS Fees and Funding:
    • MSP Fee=Supplier 2.7%
    • VMS Fee=Client 0.3%

allen1timesheet_.png

One expense
  • MSP/VMS fees and funding: None (not a Misc. Fee type of expense)

allen1expense_.png

Example - Worker 4 Time and Expense

One timesheet
  • Taxes=No
  • Overtime=Yes
  • Double time=Yes
  • Single or Multiple Charge Number=Single
  • MSP/VMS Fees and Funding:
    • MSP Fee=Supplier 2.8%
    • VMS Fee=Client 0.2%

laviska1timesheet_.png

One expense
  • MSP/VMS fees and funding: Yes (Misc. Fee type of expense)
    • MSP Fee=Client 2%
    • VMS Fee=Client 1%

shaviska1expense_.png

Calculations

For reference, please also refer to the Calculations tab on: APAY Sample Data and File 8.6.19 (internal only).xlsx

Timesheet

Sample Reg Hours Sample Supplier Bill Rate Sample Final Bill Rate Sample MSP Funding Config Sample MSP Fee Sample VMS Funding Config Sample VMS Fee Total Final Amount Client Amount Supplier Amount AGS Amount (MSP) Coupa Amount (VMS)
10 10 10 Client 2% Client 1% 100 103 100 2 1
10 10 10 Supplier 2% Client 1% 100 101 98 2 1
10 10 10 Supplier 2% Supplier 1% 100 100 97 2 1
10 10 10 Client 2% Supplier 1% 100 102 99 2 1

Expense

Sample Final Bill Rate Sample MSP Funding Config Sample MSP Fee Sample VMS Funding Config Sample VMS Fee Total Final Amount Client Amount Supplier Amount AGS Amount (MSP) Coupa Amount (VMS)
10 Client 2% Client 1% 100 103 100 2 1
10 Supplier 2% Client 1% 100 101 98 2 1
10 Supplier 2% Supplier 1% 100 100 97 2 1
10 Client 2% Supplier 1% 100 102 99 2 1

Taxes

Tax percentage is configured in CLM Advanced by either AGS or Coupa during implementation, as defined by the client.

  • Client Tax Amount = Tax % * 0.01 * Client Amount
  • Supplier Tax Amount = Tax % * 0.01 * Supplier Amount
  • MSP Tax Amount = Tax % * 0.01 * AGS Amount
  • Coupa Tax Amount = Tax % * 0.01 * Coupa Amount

The way we are calculating the taxes allows a Supplier-funded model or a Client-funded model to properly calculate the taxes (not overstated for Client-funded).

File 2 Adjustments

Worker 1: Rate change

file2adjustments1.png

Worker 2 Timesheet adjustment

Hours change from 40 Regular, 10 OT to 38 Regular:

file2adjustments-2_.png

Worker 3 Timesheet adjustment

Charge number change from 07652-14365 to 04062-76102:

file2adjustments-3_.png

Worker 4 Expense adjustment

Amount change from $35 to $45:

file2adjustments-4_.png

File 3 Adjustments

MSP Markup for the Supplier

Supplier config changed from 2.5% to 3.1%:

file3adjustments-1.png

VMS Markup for the Supplier

Supplier config changed from 0.5% to 0.9%:

file3adjustments-2.png

Taxes for the Boca Raton location changed from 6% to 6.5%:

file3adjustments-3.png

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