Skip to main content

 

 

Coupa Success Portal

Release 21 Flat File (CSV) Loader Changes

Overview

This list shows the changes we've made to our flat file (CSV) loaders across the Coupa platform.

If a column is shown as hidden, this means the column is available for use in the loader, but isn't available on the template—you need to manually add it.

Approval Chains

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Dedupe OBO User and Auto Approve Override On Behalf Of user, keep the approval chain approver and auto approve the approval NO NO NO boolean true, false Approvals for CLM
Signatory 1 Signatory 1 - User Login to as signatory NO NO NO string(255) any Approvals for CLM
Signatory 2 Signatory 2 NO NO NO string(255) any Approvals for CLM
Signatory 3 Signatory 3 NO NO NO string(255) any Approvals for CLM
Signatory 4 Signatory 4 NO NO NO string(255) any Approvals for CLM
Signatory 5 Signatory 5 NO NO NO string(255) any Approvals for CLM

Budget Lines

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Remaining Budget Remaining Budget NO NO NO decimal(32,4) any 20.5 Resolved Issue

Commodities

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Deductibility Deductibility NO NO NO string(255) fully_deductible, partially_deductible, not_deductible New Commodity Attributes
Category Category NO NO NO string(255) goods, services New Commodity Attributes
Subcategory Subcategory NO NO NO string(255) raw_materials, investment_goods, services_exceptions New Commodity Attributes

Contracts

Column Name Change
Savings % Type: decimal(8,2) -> decimal(20,2)

External Order Headers

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Reason Insight ID Reason Insight ID YES NO NO int(11) any  
Reason Insight Code Reason Insight Code YES NO NO string(255) any  
Reason Insight Event Comment Reason Insight Event Comment YES NO NO text any  
Bulk Price Basis Price YES NO NO decimal(30,6) any Bulk Pricing
Bulk Price Qty Basis Price Qty YES NO NO decimal(30,6) any Bulk Pricing
Bulk Price UoM Code Basis Price UoM Code YES NO NO int(11) any Bulk Pricing

Invoice Headers

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Bulk Price Price of the bulk material NO NO NO decimal(30,6) any Bulk Pricing
Bulk Price Qty Quantity of the bulk material NO NO NO decimal(30,6) any Bulk Pricing
Bulk Price UOM UOM of the bulk material NO NO NO int(11) any Bulk Pricing
Category Category NO NO NO string(255) any Deductibility and Item Types
Subcategory Subcategory NO NO NO string(255) any Deductibility and Item Types
Deductibility Deductibility NO NO NO string(255) any Deductibility and Item Types
HSN/SAC HSN/SAC NO NO NO string(255) any Deductibility and Item Types
Adjustment Type Adjustment Type NO NO NO string(255) quantity, price Cancel or adjust credit note via CSV/sFTP

Items

Column Name Description Hidden Req'd Unique Type Allowable Values Feature
Inventory Lot Tracking Enabled Allow item to suport lot tracking information NO NO NO boolean true, false Lot Expiration Notification
Inventory Lot Expiration Type Set expiration type for item NO NO NO int(11) any Lot Expiration Notification

Supplier Risk Aware Feed

This is a new loader in R21. It's only available through the UI, and not available for SFTP integration.

See Use Your GRC Data in Risk Aware for more info.

Column Name Description Hidden Req'd Unique Type Allowable Values
Supplier Name* Supplier Name NO YES NO string(100) any
Supplier Number* Supplier Number NO YES NO string(255) any
Number Field 1 Number Field 1 NO NO NO decimal(32,4) any
Number Field 2 Number Field 2 NO NO NO decimal(32,4) any
Number Field 3 Number Field 3 NO NO NO decimal(32,4) any
Number Field 4 Number Field 4 NO NO NO decimal(32,4) any
Number Field 5 Number Field 5 NO NO NO decimal(32,4) any
Number Field 6 Number Field 6 NO NO NO decimal(32,4) any
Number Field 7 Number Field 7 NO NO NO decimal(32,4) any
Number Field 8 Number Field 8 NO NO NO decimal(32,4) any
Number Field 9 Number Field 9 NO NO NO decimal(32,4) any
Number Field 10 Number Field 10 NO NO NO decimal(32,4) any

Tax Code Rules

This is a new loader in R21. It's only available through the UI, and not available for SFTP integration.

See Automating Tax Coding for more info.

Column Name Description Hidden Req'd Unique Type Allowable Values
Buyer Fiscal Rep. Country Code Buyer Fiscal Rep. Country Code - ISO alpha-2, alpha-3 or numeric code NO NO NO string(4) any
Tax Rate Type Country Code Country code of tax type NO NO NO string(4) any
Name Unique rule name NO NO NO string(255) any
Buyer Tax Registration Number Buyer Tax registration number that this rule applies to NO NO NO string(255) any
Tax Rate Type Description Type of tax - VAT, TAX, GST, PST, etc NO NO NO string(255) any
Effective Date* Date when the rule will be activated NO YES NO datetime any
Priority* Numeric priority from 1 to 100. Priority 1 takes precedence. 50 is default. NO YES NO integer(11) any
ID Coupa unique identifier NO NO NO integer(11) any
Jurisdiction Domestic, EU, International NO NO NO string(255) any
Subcategory Raw materials, Investment Materials, Services Exceptions NO NO NO string(255) any
Deductibility Full, Partial, Non NO NO NO string(255) any
Tax Rate Tax rate as a number, exempt, or reverse charge NO NO NO string(255) any
Account Segment 1 Chart of accounts segment 1 value NO NO NO string(255) any
Account Segment 2 Chart of accounts segment 2 value NO NO NO string(255) any
Account Segment 3 Chart of accounts segment 3 value NO NO NO string(255) any
Account Segment 4 Chart of accounts segment 4 value NO NO NO string(255) any
Account Segment 5 Chart of accounts segment 5 value NO NO NO string(255) any
End Date Date with the rule will be deactivated NO NO NO datetime any
Active Whether or not the rule should be evaluated NO NO NO boolean true, false

User

Column Name Change Feature
Default Locale New regions: en-CN, en-TW New Languages and Currencies
  • Was this article helpful?