Release 23 Flat File (CSV) Loader Changes

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Introduction

This list shows the changes we've made to our flat file (CSV) loaders across the Coupa platform. Unless otherwise stated, all columns are new.

If a column name is labeled as hidden this means the column is available for use in the loader, but it is not included in the template. To use hidden columns they need to be manually added to the CSV file that will be loaded.

New loader objects

These are the new loader formats in R23:

Easy forms (new)
Inventory balance lot (new)
Legal payment receipt (new)

Easy forms (new)

Added as part of R23 Forms Enhancements.

Column	Description	Hidden	Req'd	Unique	Type	Allowable Values
Form	Form	false	false	false		any
Name*	Name for the easy form	false	true	true	string(255)	any
Type*	Type of the easy form	false	true	false	string(255)	any
Action*	Action for the easy form	false	true	false	string(255)	any
Content Groups	Easy form content groups separated by a semicolon	false	false	false		any
Description	Description of the easy form	false	false	false	string(255)	any
Auto Approve	Easy form auto approve. Possible values are yes or no	false	false	false	boolean	any
Auto Apply	Easy form auto apply. Possible values are yes or no	false	false	false	boolean	any
Design Element	Design Element	false	false	false		any
Type*	Type of the object field	false	true	false		any
Sub Type	Sub Type. Can be set only for SIM Contact	true	false	false		any
Alignment	Alignment of the design element. Possible values are vertical or horizontal	false	false	false		any
Text	Text of the design element	false	false	false		any
General Field	General Field	false	false	false		any
Label	Label of the object field	false	false	false		any
Reporting Name*	Reporting name of the general field	false	true	false		any
Hint	Hint of the object field	false	false	false		any
Required	If this object field is currently required or not	false	false	false		any
Encrypted	If this object field is currently encrypted or not	false	false	false		any
Options	General field options can be set only for radio buttons widget	false	false	false		any
Object Field	Object Field	false	false	false		any
Ignore Content Group Restrictions	Object field ignore content group restrictions can be set only for content groups widget	false	false	false		any
Default Value	Default value for the object field	false	false	false		any

Inventory balance lot (new)

Added as part of Lot on Hand Balance Loader.

Column	Description	Hidden	Req'd	Unique	Allowable Values
Balance	Type of row - Balance	false	false	false	any
Item Number	Item Number	false	false	false	any
Item Name	Item Name	false	false	false	any
Warehouse	Warehouse Name	false	false	false	any
Aisle	Warehouse Location Aisle	false	false	false	any
Bin	Warehouse Location Bin	false	false	false	any
Level	Warehouse Location Level	false	false	false	any
Quantity	Quantity	false	false	false	any
UOM	Unit of Measure	false	false	false	any
Price	Price	false	false	false	any
Currency	Currency	false	false	false	any
Lot	Lot	false	false	false	any
Lot Number	Lot Number	false	false	false	any
Expiration Date	Lot Expiration Date	false	false	false	any

Legal payment receipt (new)

Added as part of Coupa Pay.

Column	Description	Hidden	Req'd	Unique	Type	Allowable Values
Legal Payment Receipt	Legal Payment Receipt	false	false	false		any
UUID	CFDI UUID	false	false	true	string	any
Document Date	CFDI Document Date	false	false	false	dateTime	any
Payment Received Date	Payment Received Date	false	false	false	dateTime	any
Amount	Amount	false	false	false	decimal	any
Currency	Currency Code	false	false	false	Currency	any
Check Number	Any kind of identification number which identifies the payment	false	false	false	string	any
Buyer Bank Name	Buyer Bank Name	false	false	false	string	any
Buyer Bank Reference	Buyer Bank Reference	false	false	false	string	any
Supplier Bank Reference	Supplier Bank Reference	false	false	false	string	any
Form of Payment	Form of Payment	false	false	false	string	any
Buyer Account Number	Buyer Account Number	false	false	false		any
Supplier Account Number	Supplier Account Number	false	false	false		any
Supplier Tax Number	Supplier Tax Number	false	false	false	string	any
Buyer Tax Number	Buyer Tax Number	false	false	false	string	any
Invoice Payment Receipt	Invoice Payment Receipt	false	false	false		any
Document UUID	Document UUID	false	false	false		any
Exchange Rate	Exchange Rate	false	false	false		any
Payment Method	Payment Method	false	false	false		any

Updated loader objects

These are the existing loader formats that were updated in R23:

Addresses
Invoice header
Item
Remit to address
Supplier
Supplier Risk Aware Feed
Tax rate
User

Addresses

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values	Feature
Line 3	Street Line 3 of the address	true	false	false	string(100)	any	Future compatibility
Line 4	Street Line 4 of the address	true	false	false	string(100)	any	Future compatibility

Invoice header

Column Name	Description	Hidden	Req'd	Unique	Allowable Values	Feature
Exempt from Tax?	Used for compliant invoicing to specify line is exempt from taxes	false	false	false	any	Support multiple tax lines on charges section of invoices
Reverse Charge?	Used for compliant invoicing to specify tax is a reverse charge	false	false	false	any	Support multiple tax lines on charges section of invoices
Line Nature of Tax	Line Nature of Tax	false	false	false	any	Italy clearance model - inbound invoices
Customer Accounting?	Used to specify if tax is customer accounting	false	false	false	any	Customer accounting rate for Singapore

Remit to address

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values
External Src Ref	External Src Ref	false	false	false	string(255)	any
External Src Name	External Src Name	false	false	false	string(255)	any
Supplier Number	Now a required field

Supplier

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values	Feature
Default Locale	Will accept any valid locale short code i.e. en, en-GB, fr, fr-CA, etc.	false	false	false	string(255)	any	23.0.0 Resolved issue
Payment Method	New allowable values: "invoice", "pcard", "invoice_only", "pcard_only".						Coupa Pay

Supplier Risk Aware Feed

Field name	Change	Feature
Supplier Name	No longer a required field	Resolved issue in 23.0.0.
Supplier Number	No longer a required field	Resolved issue in 23.0.0.

Tax Code

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values	Feature
Tax Rate Customer Accounting?	Used to map the tax code to a tax rate and tax rate type. This determines if a tax code is for a customer accounting tax rate	false	false	false		any	Customer accounting rate for Singapore

Tax Code Rule

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values	Feature
Customer Accounting	Whether or not the tax rate is customer accounting	false	false	false	boolean	any	Customer accounting rate for Singapore

Tax rate

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values	Feature
Tax Rate Description	Tax Rate Description	false	false	false	string(255)	any
Customer Accounting	Whether or not the tax rate is customer accounting	false	false	false	boolean	any	Customer accounting rate for Singapore

User

Column Name	Description	Hidden	Req'd	Unique	Type	Allowable Values	Feature
AI Classification User	AI Classification User License?	false	false	false	boolean	any	AI Classification Spend Visualization in Coupa
Spend Guard User	Spend Guard User License?	false	false	false	boolean	any	Entitlement, Licenses, and Roles
Default Locale	New allowable values: ["en", "tr", "ja", "bg", "cs", "da", "de-AT", "de-BE", "de-CH", "de-LU", "de", "el", "en-AU", "en-CA", "en-CN", "en-GB", "en-HK", "en-IE", "en-IN", "en-ME", "en-MT", "en-MY", "en-NZ", "en-PH", "en-SG", "en-TW", "en-ZA", "es-CO", "es-IC", "es-MX", "es-PR", "es", "et", "fi", "fr-BE", "fr-CA", "fr-CH", "fr-LU", "fr", "hr", "hu", "it-CH", "it", "ko", "lt", "lv", "nl", "no", "sv", "zh-CN", "zh-TW", "mt", "nl-BE", "pl", "pt-BR", "pt", "ro", "ru", "sk", "sl", "sr", "vi", "zh-HK"]