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Coupa Success Portal

Process Builder - Use Cases

Overview

Coupa process builder is a functionality which allows you automate redundant tasks and action based on custom logics across various document types in Coupa.

Coupa Process Builder allows you to develop and build logic across following document types:

  • Invoice
  • Requisiton
  • Purchase Order
  • Sourcing Event
  • Contract
  • Expense Report

The process can be launched based on a Document Event or a Button.The trigger can be scheduled for specific document statuses such as submission, approval, completion etc.. The statuses will vary based on the document type.

Some key use cases for Process Builder

Automation of Invoice Dispute Process

Automate and reduce workload on supporting functions in procurement and finance. Coupa Process Builder lets you automate an action based on your custom business logic. You can reduce the time you spend evaluating supplier invoices by setting automatic processes to evaluate the submission according to your custom conditions for e.g.

  • When invoice is missing Missing tax rates
  • when Supplier is missing Tax registration and issuing a tax invoice
  • when attachments are missing on an invoice submitted by a Supplier
  • when tolerance failure occurs such as UOM mismatch, currency mismatch

Configuration path: Setup > Processes > Create

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Supplier Review Process Automation

Customized forms for supplier reviews are a great way for users to provide supplier feedback.

Use process builder to automate the supplier review process based on transactions such as Sourcing Events, Invoices, contracts etc. This will enable real time review and support supplier performance management. 

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Addition of Tags on Transactions

Use Process Builder to auto-tag Requisitions and Invoices to flag critical suppliers and items and ensure focus on business critical purchases.

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API Call Outs

Use Process Builder to schedule API Callouts based on document events. This can be useful if you wish to integrate filtered transactions to specific external systems. ie.

  • Integration of specific POs to third party or ERP
  • Expense reports to be sent to Payroll

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