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Coupa Success Portal

Relationships

The Relationships quick integration import allows Coupa users to directly upload spreadsheets via the HTTPS protocol. This allows customers to perform inbound imports in an automated manner without the need of a relationship interface.

Post URL

https://<CRA_TENANT>.hiperos.com/QuickIntegration/Relationships

Relationships

Field Description Req'd Unique Type Allowable Values
RelationshipNumber (*) Enter the relationship number. Yes yes String(64) any
RelationshipName (*) Enter the name of the relationship. Yes   String(256) any
Description Enter a brief description of the relationship.     String(Max) any
RelationshipMgrUsername (*) Enter the username of the internal Client manager. Must match an existing username. Yes   String(256)  
SupplierName (*) Enter the name of the supplier associated to the relationship. Must match an existing supplier name. Yes   String(64) any
AccountMgrUsername (*) Enter the name of external (supplier) account manager associated to the relationship. Must match an existing supplier employee name. Yes   String(256)  
Organizations (*) Enter the name of organizations associated to the relationship. Must match an existing organization defined under Organization Unit Management. Multiple values must be separated with the pipe character (|). Yes   String(256)  
Activated [Yes or No] Enter Yes to activate the relationship.     Boolean yes
ContractNumber Enter the contract number of the relationship.     String(64) any
ContractAmount Enter the contract amount of the relationship.        
CurrencyCode Enter the currency code.AUD > Australian Dollar
CAD > Canadian Dollar
CNY > Chinese Yuan
EUR > Euro
GBP > British Pound
USD > US Dollar
     

AUD > Australian Dollar
CAD > Canadian Dollar
CNY > Chinese Yuan
EUR > Euro
GBP > British Pound
USD > US Dollar

StartDate (*) Enter the start effective date of the relationship. Yes   DateTime any
ExpirationDate Enter the end date of the relationship.     DateTime any
ContractDocumentFileName Enter the document filename to attach as the contract.
Must send actual file to Hiperos Support to be loaded on the server and linked to the relationship.
      any
RiskRating Enter the risk rating of the relationship. Must match an existing risk rating defined under Setup Data Management.     String(64) any
Geography Enter the name of the country. Must match an existing geography defined under Setup Data Management. Multiple values must be separated with the @ symbol.        
Classification Enter the name of the classification. Must match an existing classification defined under Setup Data Management.     String(64)  
Category Enter the name of the category. Must match an existing category defined under Setup Data Management.     String(64)  
SubCategory Enter the subcategory of the relationship.     String(64)  
HiperosFamily Enter the name of the Hiperos category family. Must match an existing Hiperos category family type. Contact Hiperos 3PM Support (support@hiperos.com ) or the assigned Client Services representative for a complete list.        
HiperosCategory Enter the name of the Hiperos category. Must match an existing Hiperos category type. Contact Hiperos 3PM Support (support@hiperos.com ) or the assigned Client Services representative for a complete list.        
HiperosSubCategory Enter the name of the Hiperos subcategory. Must match an existing Hiperos subcategory type. Contact Hiperos 3PM Support (support@hiperos.com ) or the assigned Client Services representative for a complete list.        
ClientAccess Enter the access of the internal relationship. Multiple values must be separated with the pipe character (|).
Manager Only
Team
All
    String(64)  
SupplierAccess Enter the access of the external relationship. Multiple values must be separated with the pipe character (|).
Manager Only
Team
All
    String(64)  
RelationshipGroupAccess Enter the name of the group that has access to the relationship. Must match an existing group name defined under Group Management. Multiple values must be separated with the pipe character (|).        
AtRiskFee Enter the at risk fee of the relationship.        

(*)Required

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