Skip to main content

 

 

Coupa Success Portal

Invoices Export

Overview

The Invoice Export process from Coupa queries for all Invoices that are approved and have NOT been exported. The frequency of the integration run is once every hour. The generated files will be placed into ./Outgoing/Invoices on the Standard SFTP setup. Once the files are successfully placed into the sFTP folder the invoices will be marked/flagged as exported.

Voids

Voided Invoices can also be exported and will be placed into ./Outgoing/Invoices/. Currently this is the only change to an Invoice that is captured in the integration.

Row Types

The invoice export file can contains the following types of rows, each with it's own column format:

  • Invoice Header
  • Invoice Line
  • Invoice Line Allocation
  • Invoice Charge
  • Invoice Charge Allocation
  • Tax Line
  • Withholding Tax Line
  • Matching Allocation
  • Failed Tolerance

Invoice Header Columns

Column Name Description Type Req'd/Unique Allowable Values
type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Header
id The unique identifier Coupa assigned to the invoice. integer(11) No/Yes Any
created-at When the invoice was created in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No Any
updated-at When the invoice was last updated in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No Any
status The current status of the invoice. Possible values are: new, ap_hold, draft, on_hold, pending_receipt, disputed, pending_approval, approved, voided, booking_hold, save_as_draft string(50) No/No Any
internal-note Text field for comments made by employees. Not visible to the supplier. text No/No Any
invoice-date The date of the invoice in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime Yes/No Any
delivery-date The date of supply in the format YYYY-MM-DDTHH:MM:SS+HH:MMZ. datetime No/No  
invoice-number The user-created invoice number. string(40) Yes/No Any
line-level-taxation Flag indicating if the invoice has taxes at the line level. True or False. If True, adds fourth header: Tax Line. boolean Yes/No True/False
supplier-note Text field for comments from the supplier. Visible to both Coupa users and the supplier. text No/No Any
header-tax-amount The amount of tax calculated on the invoice summary. decimal No/No Any
header-tax-rate The tax rate indicated on the invoice summary. string(255) No/No Must exist in Coupa
header-tax-code The tax rate code for the invoice summary tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Must exist in Coupa
paid Flag indicating if the invoice was paid or not. Manually set. True or False. Default is False. boolean No/No True/False
payment-date The date of the invoice was marked as paid in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No Any
payment-notes Text field for comments on the payment. Visible only to Coupa users. text No/No Any
exported Flag indicating if the invoice was exported to the ERP. True or False. boolean No/No True/False
account-type-id The unique identifier Coupa assigned to the Chart of Accounts. integer No/No Any
account-type-name The name of the Chart of Accounts within Coupa. string(50) No/No Any
payment-term The payment term code on the invoice. string(255) No/No Must exist in Coupa
handling-amount Summary handling amount added to the invoice by the supplier. decimal(32,4) No/No Any
misc-amount Summary charge added to the invoice by the supplier. decimal(32,4) No/No Any
shipping-amount Summary shipping charge added to the invoice by the supplier. decimal(32,4) No/No Any
total The total amount of the invoice, including all summary amounts. decimal(46,20) No/No Any
currency The currency code of the transaction. string(6) No/No Any
accounting-total-amount The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(30,4) No/No Any
accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Any
supplier-id The unique identifier Coupa assigned to the supplier. integer(11) Yes/No Any
supplier-name The name of the supplier. string(100) No/No Any
supplier-number The number of the supplier. string(255) No/No Any
created-by-email The email address of the user who created the invoice. string(255) No/No Any
created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
created-by-login The login name of the user who created the invoice. string(255) No/No Any
updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
updated-by-login The login name of the user who last updated the invoice. string(255) No/No Any
attachment-texts The URLs of the attached files. The files can be set to the supplier, but cannot be downloaded as part of the CSV export. string(255) No/No Any
comments Not currently used. string(255) No/No Any
remit-to-address-code Remit to Address Code string(255) No/No Any
remit-to-address-attention Remit to Address Attention string(255) No/No Any
remit-to-address-street1 Remit to Address Line 1 string(100) No/No Any
remit-to-address-street2 Remit to Address Line 2 string(100) No/No Any
remit-to-address-city Remit to Address City string(50) No/No Any
remit-to-address-state Remit to Address State string(50) No/No Any
remit-to-address-postal-code Remit to Address Postal Code string(50) No/No Any
remit-to-address-country-code Remit to Address Country Code string(4) No/No Any
remit-to-address-country-name Remit To Address Country Name string(100) No/No Any
remit-to-address-name Remit To Address Name string(255) No/No Any
remit-to-address-vat-number The VAT number associated with the remit-to address (for tax and compliance purposes). string(255) No/No Any
remit-to-address-vat-country-code The country code for the remit-to address (for tax and compliance purposes). string(4) No/No Any
remit-to-address-vat-country-name The country name for the remit-to address (for tax and compliance purposes). string(100) No/No Any
supplier-vat-number The VAT number of the supplier. string(255) No/No Any
supplier-vat-country-code The VAT country code of the supplier. string(4) No/No Any
document-type The type of document. Possible values are Invoice or Credit Note, or nil. string(255) No/No Invoice, Credit Note
original-invoice-number The credit note must refer to the original invoice. Required if document-type is set to Credit Note. string(40) Yes/No Any
original-invoice-date The date that the original invoice was issued. datetime Yes/No YYYY-MM-DDTHH:MM:SS+HH:MM
bill-to-address-legal-entity-name The legal name of the bill-to address company. This is often different the then company name string(255) No/No Any
bill-to-address-attention The contact person at the bill-to address. string(255) No/No Any
bill-to-address-street1 The first bill-to address line. string(100) No/No Any
bill-to-address-street2 The second bill-to address line. string(100) No/No Any
bill-to-address-city The bill-to address city. string(50) No/No Any
bill-to-address-state The bill-to address state. string(50) No/No Any
bill-to-address-postal-code The bill-to address zip or postal code. string(50) No/No Any
bill-to-address-country-code The bill-to address country code. string(4) No/No Any
bill-to-address-country-name The bill-to address country name. string(100) No/No Any
bill-to-address-name The user-friendly name given to the bill-to address to make it more easily identifiable. string(255) No/No Any
ship-to-address-attention The contact person at the bill-to address. string(255) No/No Any
ship-to-address-street1 The first ship-to address line. string(100) No/No Any
ship-to-address-street2 The second ship-to address line. string(100) No/No Any
ship-to-address-city The ship-to address city. string(50) No/No Any
ship-to-address-state The ship-to address state or province. string(50) No/No Any
ship-to-address-postal-code The ship-to address zip or postal code. string(50) No/No Any
ship-to-address-country-code The ship-to address country code. string(4) No/No Any
ship-to-address-country-name The ship-to address country name. string(100) No/No Any
ship-to-address-name The user-friendly name given to the ship-to address to make it more easily identifiable. string(255) No/No Any
supplier-remit-to-code The name/code given to the supplier remit-to address by the supplier string(255) No/No Any
supplier-remit-to-supplier-name The user-friendly name given to the remit-to address by the supplier to make it more easily identifiable string(255) No/No Any
supplier-remit-to-street1 The supplier-created remit-to first address line. string(255) No/No Any
supplier-remit-to-street2 The supplier-created remit-to second address line. string(255) No/No Any
supplier-remit-to-city The supplier-created remit-to city. string(255) No/No Any
supplier-remit-to-state The supplier-created remit-to state. string(255) No/No Any
supplier-remit-to-postal-code The supplier-created remit-to zip or postal code. string(255) No/No Any
supplier-remit-to-country-code The supplier-created remit-to country code. string(4) No/No Any
supplier-remit-to-country-name The supplier-created remit-to country name. string(100) No/No Any
Fiscal Rep. Name Fiscal Rep. Name string(255) No/No Any
Fiscal Rep. VAT ID Fiscal Rep. Vat Id string(255) No/No Any
Fiscal Rep. Address Code Fiscal Rep. Address Code string(255) No/No Any
Fiscal Rep. Address Street 1 Fiscal Rep. Address Street 1 string(100) No/No Any
Fiscal Rep. Address Street 2 Fiscal Rep. Address Street 2 string(100) No/No Any
Fiscal Rep. Address City Fiscal Rep. Address City string(50) No/No Any
Fiscal Rep. Address State Fiscal Rep. Address State string(50) No/No Any
Fiscal Rep. Address Postal Code Fiscal Rep. Address Postal Code string(50) No/No Any
Fiscal Rep. Address Country Code Fiscal Rep. Address Country Code string(4) No/No Any
discount_due_date The date the invoice needs to be paid by in order to get the early-payment discount. Calculated by Coupa based on payment-term in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
net_due_date The date the invoice needs to be paid by. Calculated by Coupa based payment-term in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
discount_amount The value of the discount if the invoice is paid by the discount_due_date. Calculated by Coupa basedtotal and payment-term. decimal(32,4) No/No Any
late-payment-penalties Late Payment Penalties string(255) No/No Any
margin-scheme A reference to the margin scheme used string(255) No/No Any
cash-accounting-scheme-reference A reference to the cash accounting scheme used string(255) No/No Any
exchange-rate Exchange Rate decimal(30,9) No/No Any
early-payment-provisions Early Payment Provisions string(255) No/No Any
pre-payment-date Pre-Payment Date datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
reverse-charge-reference Reverse Charge Reference string(255) No/No Any
discount-percent Discount % float No/No Any
credit-note-differences-with-original-invoice Credit Note differences with Original Invoice decimal(30,4) No/No Any
customs-declaration-number Customs Declaration Number string(255) No/No Any
customs-office Customs Office text No/No Any
customs-declaration-date Customs Declaration Date datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
payment-order-reference A code given by banks to use it instead of a bank account transfer. string(255) No/No  
advance-payment-received-amount Amount of advance payment received decimal(30,4) No/No Any
series The serial number used by the Company for internal control of the information. string(255) No/No Any
folio-number The internal folio number used by the Company. string(255) No/No Any
use-of-invoice The purpose invoice is going to be used for. string(255) No/No Any
form-of-payment The specific code in accordance with a catalogue: cash, check, transfer of funds, etc. string(255) No/No Any
type-of-receipt Type of the invoice: income, expense, transfer, payroll or payment. string(255) No/No Any
payment-method Installments or lump sum payments. string(255) No/No Any
issuance-place Issuance Place string(255) No/No Any
confirmation This is a unique number provided by the Tax Authorities or the PAC. string(255) No/No Any
withholding-tax-override Withholding Tax Override decimal(30,3) No/No Any
type-of-relationship Relationship of this document to its parent invoice. Chosen from a catalog. string(255) No/No Any
gross-total Gross Total decimal No/No Any
registered-company-registration-number Registration number of the registered company string(255) No/No Any
registered-company-place-of-registration Place of registration of the registered company string(255) No/No Any
registered-company-type The type of the registered company string(255) No/No Any
registered-company-managing-directors A list of managing directors of the registered company string(255) No/No Any
credit-reason The reason of creating the credit string(255) No/No Any
registered-company-permit-number Permit number of the registered company string(255) No/No Any
registered-company-permit-date Permit date of the registered company string(255) No/No Any
registered-company-liquidator-name Liquidator name of the registered company string(255) No/No Any
registered-company-share-capital Share capital of the registered company string(255) No/No Any
Tax Nature Estonia compliance required field string(255) No/No Any
registered-company-unique-shareholder Unique shareholder of the registered company string(255) No/No Any
registered-company-liable-company Liable company of the registered company string(255) No/No Any
registered-company-tax-regime Tax Regime of the registered company string(255) No/No Any
registered-company-legal-status Legal status of the company (for tax and compliance purposes). string(255) No/No Any
QST Registration Number QST Registration Number string(255) No/No Any
Authorised Person Authorised Person string(255) No/No Any
Authorised Person Address Authorised Person Address string(255) No/No Any
Authorised Person VAT ID Authorised Person VAT ID string(255) No/No Any
Date of Registration Date of Registration string(255) No/No Any
Sole Registration Code Sole Registration Code datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
origin-currency-net Net Amount in local currency decimal(32,4) Yes/No Any
taxes-in-origin-country-currency Tax Amount in local currency decimal(32,4) Yes/No Any
origin-currency-gross Gross Amount in local currency decimal(32,4) Yes/No Any
self-billing-reference Self billing reference - used for compliant countries like The Netherlands string(255) No/No Any
registered-company-legal-type Legal type of the company (for tax and compliance purposes). string(255) No/No Any
registered-company-registered-seat Registered seat of the company (for tax and compliance purposes). string(255) No/No Any
registered-company-chairman-of-the-board Name of the chairperson of the board (for tax and compliance purposes). string(255) No/No Any
registered-company-court-of-registration Court where the company is registered (for tax and compliance purposes). string(255) No/No Any
registered-company-liquidation-remark Remark if the company is in liquidation (for tax and compliance purposes). string(255) No/No Any
registered-company-commercial-register-number Commercial register number of the company (for tax and compliance purposes). string(255) No/No Any
registered-company-license-number Company License Number string(255) No/No Any
registered-company-register-legal-entities Register Legal Entities string(255) No/No Any
registered-company-name Registered Company Name string(2550 No/No Any
dispute-method Dispute Method, Possible values are: Auto, Manual sting(10) No/No Auto, Manual
Disputed Invoice Number Disputed Invoice Number string(40) No/No Any
Channel Channel the invoice was created from string(255) No/No Any
Taxable Amount Taxable Amount decimal(32,4) No/No Any
invoice-from-code The name/code given to the supplier invoice-from address by the supplier. string(255) No/No Any
invoice-from-supplier-name The user-friendly name given to the invoice-from address by the supplier to make it more easily identifiable string(100) No/No Any
invoice-from-street1 The supplier-created invoice-from first address line. string(100) No/No Any
invoice-from-street2 The supplier-created invoice-from second address line. string(100) No/No Any
invoice-from-city The supplier-created invoice-from city. string(50) No/No Any
invoice-from-state The supplier-created invoice-from state. string(50) No/No Any
invoice-from-postal-code The supplier-created invoice-from zip or postal code. string(50) No/No Any
invoice-from-country-code The supplier-created invoice-from country code. string(4) No/No Any
invoice-from-country-name The supplier-created invoice-from country name. string(100) No/No Any
ship-from-code The name/code given to the supplier ship-from address by the supplier string(255) No/No Any
ship-from-supplier-name The user-friendly name given to the ship-from address by the supplier to make it more easily identifiable string(100) No/No Any
ship-from-street1 The supplier-created ship-from first address line. string(100) No/No Any
ship-from-street2 The supplier-created ship-from second address line. string(100) No/No Any
ship-from-city The supplier-created ship-from city. string(50) No/No Any
ship-from-state The supplier-created ship-from state. string(50) No/No Any
ship-from-postal-code The supplier-created ship-from zip or postal code. string(50) No/No Any
ship-from-country-code The supplier-created ship-from country code. string(4) No/No Any
ship-from-country-name The supplier-created ship-from country name. string(100) No/No Any
supplier-tax-registration-number The supplier-created supplier-tax-number. string(255) No/No Any
supplier-tax-registration-country-code The supplier-created supplier-tax-registration country code. string(100) No/No Any
supplier-tax-registration-country-name The supplier-created supplier-tax-registration country name. string(4) No/No Any
supplier-tax-registration-local The supplier-created supplier-tax-registration local indicator. boolean No/No Yes/No, True/False
buyer-tax-registration-number The buyer-created buyer-tax-number. string(255) No/No Any
buyer-tax-registration-country-code The buyer-created buyer-tax-registration country code. string(100) No/No Any
buyer-tax-registration-country-name The buyer-created buyer-tax-registration country name. string(4) No/No Any
buyer-tax-registration-local The buyer-created buyer-tax-registration local indicator. boolean No/No Yes/No, True/False

Invoice Line Columns

# Column Name Description Type Req'd/Unique Allowable Values

1

type

Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment.

-

No/No

Line

2

invoice-id

The unique identifier Coupa assigns to the invoice.

integer(11)

No/No

Any

3

invoice-line-id

The unique identifier Coupa assigns to the invoice line.

integer(11)

No/No

Any

4

created-at

When the invoice line was created at in the format YYYY-MM-DDTHH:MM:SS+HH:MM.

datetime

No/No

YYYY-MM-DDTHH:MM:SS+HH:MM

5

updated-at

When the invoice line was last updated at in the format YYYY-MM-DDTHH:MM:SS+HH:MM.

datetime

No/No

YYYY-MM-DDTHH:MM:SS+HH:MM

6

total

The total amount of the invoice, including all distributed summary amounts.

decimal(46,20)

No/No

Any

7

accounting-total

The total amount of the invoice line using the Chart of Accounts currency.

decimal(30,3)

No/No

Any

8

accounting-total-currency

The currency code of the Chart of Accounts.

string(6)

No/No

Must exist in Coupa

9

line-num

The line number of the invoice line, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice.

integer(11)

No/No

Any

10

description

The invoice line description, usually taken from the description of the item.

string(255)

Yes/No

Any

11

order-header-num

The number given to the corresponding purchase order within Coupa (if any).

string(20)

No/No

Any

12

order-header-requested-by-email

The email address of the user who created the corresponding purchase order.

string(255)

No/No

Any

13

order-header-requested-by-employee-number

The employee number of the user who created the purchase order.

string(255)

No/No

Any

14

order-header-requested-by-login

the username of the person who created the purchase order.

string(255)

No/No

Any

15

order-line-id

The unique identifier Coupa assigns to the corresponding line on the purchase order (if any).

integer(11)

No/No

Any

16

order-line-num

The line number of the corresponding purchase order line (if any).

integer(11)

No/No

Any

17

order-line-commodity

The commodity ID of the line item on the purchase order (if any).

integer(11)

No/No

Any

18

price

The price of the order line item.

decimal(46,20)

Yes/No

Any

19

quantity

The quantity of the order line item.

decimal(30,6)

No/No

Any

20

uom

The unit of measure code. it must already exist in Coupa.

string(6)

No/No

Any

21

price-per-weight

The price per weight of the order line item.

decimal(30,6)

No/No

Any

22

net-weight

The net weight of the order line item.

decimal(30,6)

No/No

Any

23

weight-uom

The unit of measure code of weight. it must already exist in Coupa.

string(6)

No/No

Any

24

bulk-price

Describes the non unit quantity price. This can be used to provide price agreed for a bulk quantity. This should be accompanied with 'Bulk Price Quantity' and optionally 'Bulk Price UoM', 'Bulk Price Conversion Numerator' and 'Bulk Price Conversion Denominator'.

decimal(30,6)

No/No

Any

25

bulk-price-qty

Describes the number of units on the line item that the 'Bulk Price' describes the price for.

decimal(30,6)

No/No

Any

26

status

The current status of the invoice line. Possible values are: new, ap_hold, draft, on_hold, pending_receipt, disputed, pending_approval, approved, voided, booking_hold, save_as_draft

string(255)

No/No

Any

27

tax-rate

The tax rate indicated on the invoice line. Only has a value if the header item line level taxation is set toTrue.

decimal(30,6)

No/No

Must exist in Coupa

28

tax-location

Only has a value if the header item line level taxation is enabled.

string(255)

No/No

Any

29

tax-code

The tax rate code for the line tax rate. Must match an existing tax rate code within Coupa. Only has a value if the header item line level taxation is enabled.

string(255)

No/No

Must exist in Coupa

30

tax-amount

Only has a value if the header item line level taxation is enabled.

decimal(32,4)

No/No

Any

31

tax-description

The line level tax description.

string(255)

No/No

Any

32

tax-supply-date

The line level tax supply date in the format YYYY-MM-DDTHH:MM:SS+HH:MM.

datetime

No/No

YYYY-MM-DDTHH:MM:SS+HH:MM

33

account-code

The account code from Coupa. All segments are concatenated with a hyphen ( - ).

string(1024)

No/No

Any

34

account-active

A flag in Coupa to indicate if the account is active and can be selected. True or False.

boolean

No/No

Yes/No, True/False

35

original-date-of-supply

Original Date of Supply

datetime

No/No

YYYY-MM-DDTHH:MM:SS+HH:MM

36

delivery-note-number

Delivery Note Number

string(255)

No/No

Any

37

discount-amount

Discount Amount

decimal(30,3)

No/No

Any

38

company-uom

The unit of measurement that the company uses internally (for comercial purposes).

string(255)

No/No

Any

39

property-tax-account

Property Tax Account

string(255)

No/No

Any

40

commodity-name

The Name of the Invoice Line Commodity

string(255)

No/No

Any

41

supplier-part-number

Part or identification number of the goods.

string(255)

No/No

Any

42

customs-declaration-number

Customs Declaration Number

string(255)

No/No

Any

43

hsn-sac

HSN/SAC

string(255)

No/No

Any

44

unspsc

UNSPSC

string(255)

No/No

Any

45

category

Used to automate tax codes in Coupa Invoicing. Acceptable values: Goods or Services.

string(255)

No/No

goods, services

46

subcategory

Used to automate tax codes in Coupa Invoicing. Acceptable values: Raw materials, Investment goods or Services exceptions.

string(255)

No/No

raw_materials, investment_goods, services_exceptions

47

deductibility

Used to automate tax codes in Coupa Invoicing. Acceptable values: Fully, Partially or Not.

string(255)

No/No

fully_deductible, partially_deductible, not_deductible

48

billing-notes

A text field for adding notes to a billing line.

text(65,535)

No/No

Any

49

segment-1

Account segment within Coupa.

string(100)

No/No

Any

50

segment-2

Account segment within Coupa.

string(100)

No/No

Any

51

segment-3

Account segment within Coupa.

string(100)

No/No

Any

52

segment-4

Account segment within Coupa.

string(100)

No/No

Any

53

segment-5

Account segment within Coupa.

string(100)

No/No

Any

54

segment-6

Account segment within Coupa.

string(100)

No/No

Any

55

segment-7

Account segment within Coupa.

string(100)

No/No

Any

56

segment-8

Account segment within Coupa.

string(100)

No/No

Any

57

segment-9

Account segment within Coupa.

string(100)

No/No

Any

58

segment-10

Account segment within Coupa.

string(100)

No/No

Any

59

segment-11

Account segment within Coupa.

string(100)

No/No

Any

60

segment-12

Account segment within Coupa.

string(100)

No/No

Any

61

segment-13

Account segment within Coupa.

string(100)

No/No

Any

62

segment-14

Account segment within Coupa.

string(100)

No/No

Any

63

segment-15

Account segment within Coupa.

string(100)

No/No

Any

64

segment-16

Account segment within Coupa.

string(100)

No/No

Any

65

segment-17

Account segment within Coupa.

string(100)

No/No

Any

66

segment-18

Account segment within Coupa.

string(100)

No/No

Any

67

segment-19

Account segment within Coupa.

string(100)

No/No

Any

68

segment-20

Account segment within Coupa.

string(100)

No/No

Any

69

account-name

The account name from Coupa.

string(1024)

No/No

Any

70

created-by-email

The email address of the user who created the invoice.

string(255)

No/No

Any

71

created-by-employee-number

The employee number of the user who created the invoice.

string(255)

No/No

Any

72

created-by-login

The username of the user who created the invoice.

string(255)

No/No

Any

73

updated-by-email

The email address of the user who last updated the invoice.

string(255)

No/No

Any

74

updated-by-employee-number

The employee number of the user who last updated the invoice.

string(255)

No/No

Any

75

updated-by-login

The username of the user who last updated the invoice.

string(255)

No/No

Any

76

distributed-tax-amount

The amount of tax for the line item based on weighted summary expense distribution.

decimal(32,4)

No/No

Any

77

distributed-shipping-amount

The amount of shipping for the line item based on weighted summary expense distribution.

decimal(32,4)

No/No

Any

78

distributed-handling-amount

The amount of handling for the line item based on weighted summary expense distribution.

decimal(32,4)

No/No

Any

79

distributed-misc-amount

The amount of misc for the line item based on weighted summary expense distribution.

decimal(32,4)

No/No

Any

80

match-reference

Three-way match attribute to connect with Receipt and Invoice Header.

string(255)

No/No

Any

81

bulk-price-uom

Describes the UoM to express the Bulk Price. This is required if the line UoM is different than 'Bulk Price UoM'.

decimal(46,20)

No/No

Any

82

bulk-price-conversion-numerator

Numerator value for the ratio to convert from 'Bulk Price UoM' to line UoM. Value defaults from corresponding PO line if invoice line UoM matches PO line UoM and the PO Bulk Price UoM matches the invoice 'Bulk Price UoM'.

decimal(30,6)

No/No

Any

83

bulk-price-conversion-denominator

Denominator value for the ratio to convert from 'Bulk Price UoM' to line UoM. A blank is interpreted as 1 as long as 'Bulk Price UoM' is present.

decimal(30,6)

No/No

Any

Invoice Line Allocation (Split) Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Line Split
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
4 line-num The line number of the invoice line, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
5 order-header-num The number given to the corresponding purchase order within Coupa (if any). string(20) No/No Any
6 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
7 order-line-num The line number of the corresponding purchase order line (if any). integer(11) No/No Any
8 account-allocation-id The unique identifier Coupa assigns to the account allocation. Split line accounting must be enabled. integer(11) No/No Any
9 account-allocation-sequence The unique sequential counter Coupa assigns to the account allocation split. Split line accounting must be enabled. integer(11) No/No Any
10 account-allocation-amount The dollar amount for this account allocation. Split line accounting must be enabled. decimal(32,4) No/No Any
11 account-allocation-percent The percentage of the total amount allocated to this split. Split line accounting must be enabled. decimal(16,10) Yes/No Any
12 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
13 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
14 billing-notes A note to capture any information on this account allocation split. text No/No Any
15 segment-1 Account segment within Coupa. string(100) No/No Any
16 segment-2 Account segment within Coupa. string(100) No/No Any
17 segment-3 Account segment within Coupa. string(100) No/No Any
18 segment-4 Account segment within Coupa. string(100) No/No Any
19 segment-5 Account segment within Coupa. string(100) No/No Any
20 segment-6 Account segment within Coupa. string(100) No/No Any
21 segment-7 Account segment within Coupa. string(100) No/No Any
22 segment-8 Account segment within Coupa. string(100) No/No Any
23 segment-9 Account segment within Coupa. string(100) No/No Any
24 segment-10 Account segment within Coupa. string(100) No/No Any
25 segment-11 Account segment within Coupa. string(100) No/No Any
26 segment-12 Account segment within Coupa. string(100) No/No Any
27 segment-13 Account segment within Coupa. string(100) No/No Any
28 segment-14 Account segment within Coupa. string(100) No/No Any
29 segment-15 Account segment within Coupa. string(100) No/No Any
30 segment-16 Account segment within Coupa. string(100) No/No Any
31 segment-17 Account segment within Coupa. string(100) No/No Any
32 segment-18 Account segment within Coupa. string(100) No/No Any
33 segment-19 Account segment within Coupa. string(100) No/No Any
34 segment-20 Account segment within Coupa. string(100) No/No Any
35 account-name The account name from Coupa. integer(11) No/No Any
36 currency_code The currency code of the transaction. string(6) No/No Must exist in Coupa
37 accounting-total The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(32,4) No/No Any
38 accounting_currency The currency code of the Chart of Accounts. string(6) No/No Must exist in Coupa
39 distributed-tax-amount The amount of tax for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
40 distributed-shipping-amount The amount of shipping for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
41 distributed-handling-amount The amount of handling for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
42 distributed-misc-amount The amount of misc for the line item based on weighted summary expense distribution. decimal(32,4) No/No Any
43 billing-notes A note to capture any information on this account allocation split. text No/No Any

Invoice Charge Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Charge, Charge Split, Tax Line, or Payment. - No/No Charge
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-charge-id The unique identifier Coupa assigns to the invoice charge. integer(11) No/No Any
4 type The kind of charge. Possible values are InvoiceShippingCharge, InvoiceHandlingCharge, or InvoiceMiscCharge. string(255) No/No Any
5 created-at When the invoice charge was created at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
6 updated-at When the invoice charge was last updated at in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
7 total The total amount of the charge. decimal(30,4) No/No Any
8 percent The percent value of this charge (only for percent-based charges & allowances. Not yet used.) decimal(16,10) No/No Any
9 accounting-total The total amount of the invoice charge using the Chart of Accounts currency. decimal(30,4) No/No Any
10 accounting-total-currency The currency code of the Chart of Accounts. string(6) No/No Any
11 line-num The line number of the invoice charge, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
12 description The invoice charge description. string(1550) No/No Any
13 tax-rate The tax rate indicated on the invoice charge. decimal(16,10) No/No Any
14 tax-location The location for tax on this charge string(255) No/No Any
15 tax-code The tax rate code for the charge tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
16 tax-amount The amount of the tax on this charge decimal(32, 4) No/No Any
17 tax-description The charge level tax description. string(255) No/No Any
18 tax-supply-date The charge level tax supply date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
19 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
20 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
21 billing-notes A text field for adding notes to a billing line. text(65535) No/No Any
22 segment-1 Account segment within Coupa. string(100) No/No Any
23 segment-2 Account segment within Coupa. string(100) No/No Any
24 segment-3 Account segment within Coupa. string(100) No/No Any
25 segment-4 Account segment within Coupa. string(100) No/No Any
26 segment-5 Account segment within Coupa. string(100) No/No Any
27 segment-6 Account segment within Coupa. string(100) No/No Any
28 segment-7 Account segment within Coupa. string(100) No/No Any
29 segment-8 Account segment within Coupa. string(100) No/No Any
30 segment-9 Account segment within Coupa. string(100) No/No Any
31 segment-10 Account segment within Coupa. string(100) No/No Any
32 segment-11 Account segment within Coupa. string(100) No/No Any
33 segment-12 Account segment within Coupa. string(100) No/No Any
34 segment-13 Account segment within Coupa. string(100) No/No Any
35 segment-14 Account segment within Coupa. string(100) No/No Any
36 segment-15 Account segment within Coupa. string(100) No/No Any
37 segment-16 Account segment within Coupa. string(100) No/No Any
38 segment-17 Account segment within Coupa. string(100) No/No Any
39 segment-18 Account segment within Coupa. string(100) No/No Any
40 segment-19 Account segment within Coupa. string(100) No/No Any
41 segment-20 Account segment within Coupa. string(100) No/No Any
42 account-name The account name from Coupa. string(1024) No/No Any
43 created-by-email The email address of the user who created the invoice. string(255) No/No Any
44 created-by-employee-number The employee number of the user who created the invoice. string(255) No/No Any
45 created-by-login The username of the user who created the invoice. string(255) No/No Any
46 updated-by-email The email address of the user who last updated the invoice. string(255) No/No Any
47 updated-by-employee-number The employee number of the user who last updated the invoice. string(255) No/No Any
48 updated-by-login The username of the user who last updated the invoice. string(255) No/No Any

Invoice Charge Allocation (Split) Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, or Line Split or Tax Line. - No/No Charge Split
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-charge-id The unique identifier Coupa assigns to the invoice charge. integer(11) No/No Any
4 line-num The line number of the invoice charge, as it appears on the invoice. Line numbers aren't necessarily listed sequential, but will appear sequentially on the invoice. integer(11) No/No Any
5 account-allocation-id The unique identifier Coupa assigns to the account allocation. Split line accounting must be enabled. integer(11) No/No Any
6 account-allocation-sequence The unique sequential counter Coupa assigns to the account allocation split. Split line accounting must be enabled. integer(11) No/No Any
7 account-allocation-amount The dollar amount for this account allocation. Split line accounting must be enabled. decimal(30,4) No/No Any
8 account-allocation-percent The percentage of the total amount allocated to this split. Split line accounting must be enabled. decimal(16,10) Yes/No Any
9 account-code The account code from Coupa. All segments are concatenated with a hyphen ( - ). string(1024) No/No Any
10 account-active A flag in Coupa to indicate if the account is active and can be selected. True or False. boolean No/No Yes/No, True/False
11 billing-notes A note to capture any information on this account allocation split. text(65535) No/No Any
12 segment-1 Account segment within Coupa. string(100) No/No Any
13 segment-2 Account segment within Coupa. string(100) No/No Any
14 segment-3 Account segment within Coupa. string(100) No/No Any
15 segment-4 Account segment within Coupa. string(100) No/No Any
16 segment-5 Account segment within Coupa. string(100) No/No Any
17 segment-6 Account segment within Coupa. string(100) No/No Any
18 segment-7 Account segment within Coupa. string(100) No/No Any
19 segment-8 Account segment within Coupa. string(100) No/No Any
20 segment-9 Account segment within Coupa. string(100) No/No Any
21 segment-10 Account segment within Coupa. string(100) No/No Any
22 segment-11 Account segment within Coupa. string(100) No/No Any
23 segment-12 Account segment within Coupa. string(100) No/No Any
24 segment-13 Account segment within Coupa. string(100) No/No Any
25 segment-14 Account segment within Coupa. string(100) No/No Any
26 segment-15 Account segment within Coupa. string(100) No/No Any
27 segment-16 Account segment within Coupa. string(100) No/No Any
28 segment-17 Account segment within Coupa. string(100) No/No Any
29 segment-18 Account segment within Coupa. string(100) No/No Any
30 segment-19 Account segment within Coupa. string(100) No/No Any
31 segment-20 Account segment within Coupa. string(100) No/No Any
32 account-name The account name from Coupa. string(1024) No/No Any
33 currency_code The currency code of the transaction. string(6) No/No Any
34 accounting-total The total amount of the invoice using the Chart of Accounts currency. Doesn't include line and summary amounts. decimal(30,4) No/No Any
35 accounting_currency The currency code of the Chart of Accounts. string(6) No/No Any

Tax Line Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Tax
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-number The user-created invoice number. string(40) No/No Any
4 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
5 invoice-line-number The line number of the corresponding invoice line (if any). integer(11) No/No Any
6 tax-line-number The line number of the corresponding of the tax line. integer(11) No/No Any
7 tax-line-id The unique identifier Coupa assigns to the tax line. integer(11) No/No Any
8 amount The amount of tax calculated on the line. decimal(32,4) No/No Any
9 rate The tax rate indicated on the invoice line. decimal(16,10) No/No Any
10 tax-rate-type The tax rate type description on the line string(255) No/No Any
11 code The tax rate code for the invoice line tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
12 description The tax line description. string(255) No/No Any
13 location The taxable location for this tax line. string(255) No/No Any
14 date The tax line date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
15 kind-of-factor Kind of Factor indicates the specific type of Withholding which applies to the line item string(255) No/No any
16 basis Basis indicates the base amount of the invoice or line item to which you must apply the withholding tax decimal(30,6) No/No any
17 Withholding Base Base indicates the base amount of the invoice or line item to which withholding tax was applied decimal(30,4) No/No any
18 Supplier Withholding Rate CFDI Withholding Rate decimal(32,4) No/No any
19 Supplier Withholding Amount CFDI Withholding Amount decimal(30,4) No/No any
20 nature-of-tax Nature of Tax indicates the specific type of tax which applies to the line item e.g. VAT or Withholding string(255) No/No any
21 Withholding Amount Withholding Amount decimal(30,4) No/No any
22 Direct/Withholding Tax WithholdingTaxLine or TaxLine string(255) No/No any

Withholding Tax Line Columns

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row. Possible values are Header, Line, Line Split, Tax Line, or Payment. - No/No Witholding
2 invoice-id The unique identifier Coupa assigns to the invoice. integer(11) No/No Any
3 invoice-number The user-created invoice number. string(40) No/No Any
4 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
5 invoice-line-number The line number of the corresponding purchase order line (if any). integer(11) No/No Any
6 tax-line-number The line number of the corresponding of the tax line. integer(11) No/No Any
7 tax-line-id The unique identifier Coupa assigns to the tax line. integer(11) No/No Any
8 amount The amount of tax calculated on the line. decimal(32,4) No/No Any
9 rate The tax rate indicated on the invoice line. decimal(16,10) No/No Any
10 code The tax rate code for the invoice line tax rate. Must match an existing tax rate code within Coupa. string(255) No/No Any
11 description The tax line description. string(255) No/No Any
12 location The taxable location for this tax line. string(255) No/No Any
13 date The tax line date in the format YYYY-MM-DDTHH:MM:SS+HH:MM. datetime No/No YYYY-MM-DDTHH:MM:SS+HH:MM
14 kind-of-factor Kind of Factor indicates the specific type of Withholding which applies to the line item string(255) No/No any
15 basis Basis indicates the base amount of the invoice or line item to which you must apply the withholding tax decimal(30,6) No/No any
16 Withholding Base Base indicates the base amount of the invoice or line item to which withholding tax was applied decimal(30,4) No/No any
17 Supplier Withholding Rate CFDI Withholding Rate decimal(32,4) No/No any
18 Supplier Withholding Amount CFDI Withholding Amount decimal(30,4) No/No any
19 nature-of-tax Nature of Tax indicates the specific type of tax which applies to the line item e.g. VAT or Withholding string(255) No/No any
20 Withholding Amount Withholding Amount decimal(30,4) No/No any
21 Direct/Withholding Tax WithholdingTaxLine or TaxLine string(255) No/No any

Matching Allocation

string(6)

# Column Name Description Type Req'd/Unique Allowable Values
1 type Describes the type of row - No/No Matching Allocation
2 order-line-id The unique identifier Coupa assigns to the corresponding line on the purchase order (if any). integer(11) No/No Any
3 order-header-number The order header number. string(20) No/No Any
4 order-line-num The order line number string(255) No/No Any
5 invoice-line-id The unique identifier Coupa assigns to the invoice line. integer(11) No/No Any
6 receipt-id The unique identifier Coupa assigns to the receipt. integer(11) No/No Any
7 match-reference-key The match reference key as described in the receipt used to trigger a match attempt to a candidate invoice line. string(255) No/No Any
8 quantity The quantity of the invoice line item. decimal(32,6) Yes/No Any
9 amount The total amount of the receipt allocation to this invoice line. decimal(32,4) Yes/No Any
10 uom The unit of measure code. It must already exist in Coupa. string(6) No/No Must exist in Coupa
11 currency The currency code of the transaction.  
No/No Must exist in Coupa
12 status Describes the current status of this allocation record, If the allocation described in this record is active or has been voided. Can have values in Void, Matched. string(50) No/No Any

Failed Tolerance

# Column Name Description Type Req'd/Unique Allowable Values
1 code Code string(255) Yes/No Any
2 failable-id Failable ID integer(11) No/No Any
3 failable-type Failable Type string(255) No/No Any
4 resolved Resolved boolean No/No Yes/No, True/False
5 resolution-strategy Resolution Strategy string(25) No/No Any
6 breach-amount Breach Amount string(255) No/No Any
7 breach-limit Breach Limit string(255) No/No Any
8 breach-detail-1 Breach Detail 1 string(255) No/No Any
9 breach-detail-2 Breach Detail 2 string(255) No/No Any
10 breach-detail-3 Breach Detail 3 string(255) No/No Any
  • Was this article helpful?