integrating)coupa)with)yourenterprise - squarespace · pdf...

Integrating Coupa With Your Enterprise Rajiv Ramachandran, Vice President – Cloud Integrations

AGENDA

►  PLATFORM OVERVIEW ►  INTEGRATION WITH ERPs ►  INTEGRATION WITH 3RD PARTY APPLICATIONS ►  INTEGRATION WITH SUPPLIERS

©2015 Coupa Software, Inc. - Confidential

COUPA

©2015 Coupa Software, Inc - Confidential 4

Unified Spend Management Platform

SaaS

Ruby On Rails

Public Cloud

COUPA


Open Standards Integration Platform

DIFFERENT SYSTEMS

50+ OF BUSINESS OBJECTS

1000’s API CALLS/SEC

10+ 600,000 DAILY TRANSACTIONS

Transactional Data: POs Receipts Invoices

Reference Data: Users Suppliers GL Accounts

CSV • API • XML • SOA

COUPA


The Business Process Driven Approach

Purchase Need Requisi/on Approval Receipt Invoice

Received Invoice

Approved

2 Way Match

3 Way Match

PO Issued to Supplier

Supplier Flips PO into Invoice

Non-‐PO or Contract backed Invoice

Coupa Open Business Network

Supplier Chooses Their Preferred Connec:on (CXML, Email, Excel, Etc.)

Supplier Receives PO

Customer ERP Approved to Pay Invoices from Coupa to ERP

Payment Detail from ERP to Coupa Master Data – Accounts, Suppliers etc.

from ERP to Coupa

Coupa Procure to Pay

COUPA


Business Process drives Data Exchange

§ Master Data •  Account Data Combinations from ERP

to Coupa

•  Suppliers from ERP to Coupa

• Users from ERP to Coupa

•  Exchange Rates from ERP to Coupa

•  Budgets From ERP to Coupa

•  Addresses From ERP to Coupa

•  Contracts From External Systems to Coupa

•  Items From External Systems to Coupa

§ Transactional Data •  Purchase Orders / Revisions from Coupa

to ERP

•  Receipts from Coupa to ERP

•  OK To Pay Invoices from Coupa to ERP

•  Invoice Payment from ERP to Coupa

•  Expense Reports from Coupa to ERP

•  Expense Payments from ERP to Coupa

•  Invoices from External Systems to Coupa

•  Requisitions from External Systems to Coupa

COUPA


Out of the Box Standard Integration Model

(ESB Technology) IBM / Oracle / Tibco / SAP / Microsoft / Others

SAP / ORACLE / PeopleSoft / Others

REST API XML/HTTPS

Flat File API CSV over

SFTP CSV

XML

COUPA


The Implementation Methodology

Scope

Implement

Business Process

Master Data & Transactional

Data

Integration Approach

System Integration Testing

User Integration Testing Production Rollout

Integration Kickoff

Business Process Definition

Interface Identification

& Data Mapping

Design, Code & Unit Testing

AGENDA



COUPA


Integrating with SAP

(ESB Technology)

SAP PI / Others

SAP ECC

Flat File API XML IDoc over

SFTP

Coupa SFTP Server

XML IDocs

Native Data Format Exchange Between Coupa & SAP using XML IDocs

COUPA


Supported IDoc Formats Object Source Target Current IDoc Format Cost Centers SAP Coupa COSMAS01 GL Accounts SAP Coupa GLMAST01

Internal Orders SAP Coupa INTERNAL_ORDER01

WBS Elements SAP Coupa PROJECT01

Vendors SAP Coupa CREMAS05

Purchase Orders Coupa SAP PORDCR102

PO Revisions Coupa SAP PORDCH02

PO Confirmation SAP Coupa ORDERS02

PO Invoices Coupa SAP INVOIC02

Non-‐PO Invoices Coupa SAP ACC_INVOICE_RECEIPT03

Payments SAP Coupa PEXR2002

Receipts Coupa SAP MBGMCR02

COUPA


Integrating with Oracle E-‐Business

(ESB Technology) IBM / Oracle / Tibco / SAP / Microsoft / Others

ORACLE E-‐Business Suite

Flat File API CSV over SFTP

CSV

Native Data Format Exchange Between Coupa & ORACLE using ORACLE Interface Table Formats

COUPA


Data Transfer : From Coupa to Oracle

COUPA


Data Transfer : From Oracle to Coupa

COUPA


Supported Objects

Object From To

Accounts ORACLE Coupa

Suppliers ORACLE Coupa

Ok To Pay Invoices Coupa ORACLE

Invoice Payments ORACLE Coupa

Purchase Orders Coupa ORACLE

Purchase Order Revisions Coupa ORACLE

Goods Receipt Coupa ORACLE

COUPA


Integrating with NetSuite

REST API XML/HTTPS

Flat File API CSV over

SFTP

COUPA REST API GET, PUT, POST

SUITESCRIPTS Scheduled, User Events

Out of the Box Integration NetSuite Suitescripts Platform & Coupa REST API

COUPA


Supported Objects

Object From To

Accounts NetSuite Coupa

Suppliers NetSuite Coupa

Exchange Rates NetSuite Coupa

Ok To Pay Invoices Coupa NetSuite

Invoice Payments NetSuite Coupa

Approved Expense Reports Coupa NetSuite

Expense Payments NetSuite Coupa

Purchase Orders Coupa NetSuite

Purchase Order Revisions Coupa NetSuite

Goods Receipt Coupa NetSuite

COUPA


Integrating with Great Plains

Boomi [Coupa & Great Plains Connector]

Microsoft Great Plains

REST API XML/HTTPS

XML

Pre-‐Built Coupa to Great Plains Integration using DELL Boomi Connectors

COUPA


Object From To

Accounts Great Plains Coupa

Suppliers Great Plains Coupa

Ok To Pay Invoices Coupa Great Plains

Invoice Payments Great Plains Coupa

Approved Expense Reports Coupa Great Plains

Expense Payments Great Plains Coupa

Supported Objects

AGENDA



COUPA


IT Service Management Systems (ITSM)

Invoicing Platforms

Credit Card Providers

Contingent Labor Management Systems


COUPA


IT Service Management Systems & Coupa

Why do Customers Use ITSM

• Managing IT Asset Lifecycle • IT Software & IT Hardware Procurement

Why Customers Integrate ITSM with

Coupa

• Unified Spend Visibility • Single Point of Supplier Integration

• Reuse of ERP Integration • Final Approvals

COUPA


ITSM & Coupa Integration Business Process

Approval Receipt Invoice Received

Invoice Approved

2 Way Match

3 Way Match



Coupa Open Business Network Supplier Chooses Their Preferred

Connection (CXML, Email, Excel, Etc.) Supplier Receives

PO

IT Service Management Systems

Approved to Pay Invoices from Coupa to ERP

Payment Detail from ERP to Coupa

Coupa

IT Software / Hardware Purchase Need

Requisition

Requisition

Receive IT Assets

PO Confirmation

ERP

COUPA


Invoicing Platforms & Coupa

Suppliers

Invoicing Platforms Coupa Open Business Network

Coupa

Customer ERP / Financial Systems Master Data – Accounts , Suppliers

OK To Pay Invoices

Invoices

Invoices

PO

PO Invoices

Invoices PO

COUPA


Credit Card Providers & Coupa

Customer

ERP

Secu

re & Enc

rypt

ed File

Trans

fer

Use

r & Categ

ory Map

ping

Ex

pens

e Re

ports

Coupa

Approved Expense Reports

GL1025

CDF3

VCF4

COUPA


Contingent Labor Management Systems & Coupa

Approval Receipt Invoice Received

Invoice Approved

2 Way Match

3 Way Match



Coupa Open Business Network Supplier Chooses Their Preferred

Connection (CXML, Email, Excel, Etc.) Supplier Receives

PO

Services Procurement Systems

Approved to Pay Invoices from Coupa to ERP

Payment Detail from ERP to Coupa

Coupa

Contingent Labor

Purchase Need

Requisition

Requisition

Contingent Labor

Timesheet / Expenses Approved

PO Confirmation

ERP

AGENDA



COUPA


Catalog Integration

COUPA


SUPPLIER ACTIONABLE

NOTIFICATION

PORTAL INVOICE INBOX

DIRECT CONNECTION

PAPER

Coupa Open Business Network

COUPA


Integration & “The Real Math Of Success”

Quantify The Business Benefit of Integrations

Reduce Cycle Time Eliminate Paper, Process Electronic

Reduce Error Rates

Technology is just an Enabler ……..

Improve Data Accuracy

THANK YOU!

integrating)coupa)with)yourenterprise - squarespace · pdf...

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