Requisitions Import
Overview
The Requisition Import process reads files from the
./Incoming/Requisitions/
in the SFTP. These files are moved to the
archive folder located at ./Incoming/Archive/Requisitions/
before being
processed in alphanumeric order.
Coupa can't update a requisition using flat file Integration.
![](/DITARoot/icons/important.png)
Item finder logic
Coupa searches Supplier Items
for Header Requestor User
on an item with a matching Supplier Part Number
. If nothing is found, Coupa
uses the first created Supplier Item
for Header Requestor
User
.
If your search is successful, refer to the Requisition Line Defaults for All Lines section below.
If you run into errors, refer to the Item Finder Errors section below.
Requisition
Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
Requisition | No | No | Field indicating record type - Header. | ||
Record Identifier | No | No | Record Identifier | ||
Requisition Title | No | No | string(50) | Requisition Title | |
Submit For Approval? | No | No | When true, the requisition should be immediately submitted for approval. When false, it will be left in Draft mode. | ||
Need By Date | No | No | datetime | Need By Date | |
Justification | No | No | text | Requisition Justification Comments. | |
Department Name | No | No | Requisition Department. | ||
Buyer Note | No | No | text | Any comments or notes from the Buyer. | |
Requested By (Email) | No | No | User email of requisition requester. Value is the 'on behalf of' user if requisition is on behalf of another user. | ||
Requested By (Login) | No | No | User login of requisition requester. Value is the 'on behalf of' user if requisition is on behalf of another user. | ||
PCard Name | No | No | PCard Name | ||
Ship To Name | No | No | Ship To Name | ||
Ship To Id | No | No | Unique ID of the address. If specified, must exist in Coupa, but no other address fields are required. | ||
Ship To Attention | No | No | string(255) | Either the Requester or the attention linked to Address in Coupa (defaults to the requester). | |
Ship To Street 1 | No | No | Ship To Street 1 | ||
Ship To Street 2 | No | No | Ship To Street 2 | ||
Ship To Street 3 | No | No | Ship To Street 3 | ||
Ship To Street 4 | No | No | Ship To Street 4 | ||
Ship To City | No | No | Ship to Address City. Provide if the address does not exist in Coupa. | ||
Ship To State | No | No | Ship to Address state. Provide if the address does not exist in Coupa. | ||
Ship To Postal Code | No | No | Ship to Address Postal code. Provide if the address does not exist in Coupa. | ||
Ship to Country Code | No | No | Ship to Address Country Code. Must exist in Coupa. | ||
Ship to Country Name | No | No | Ship to Country Name | ||
Ship to Location Code | No | No | If specified and exists in Coupa, no other address fields are required. If doesn't exist in Coupa, a new address is created. | ||
Hide Price | No | No | boolean | Hide Price from supplier | |
External PO Reference | No | Yes | string(255) | External System ID or PO Number | |
Requisition Line | No | No | Requisition Line | ||
Line Number | No | No | Line Number | ||
Catalog Item Number | No | No | Catalog Item Number | ||
Catalog Item Name | No | No | Catalog Item Name | ||
Non Catalog Item Description | No | No | Non Catalog Item Description | ||
Supplier Part Number | No | No | Supplier Part Number | ||
Supplier Aux Part Number | No | No | Supplier Aux Part Number | ||
Quantity | No | No | Quantity | ||
Price | No | No | Price | ||
Transmission Method Override | No | No | Transmission Method Override | ||
Transmission Emails | No | No | Transmission Emails | ||
Supplier Name | No | No | Supplier Name | ||
Supplier Number | No | No | Supplier Number | ||
Supplier Site Code | No | No | Supplier Site Code | ||
UOM Code | No | No | UOM Code | ||
Commodity Name | No | No | Commodity Name | ||
Contract Name | No | No | Contract Name | ||
Currency Code | No | No | Currency Code | ||
Asset Tags | No | No | Asset Tags | ||
Chart of Account Name | No | No | Chart of Account Name | ||
Account Name | No | No | Account Name | ||
Account Code | No | No | Account Code | ||
Account Segment 1 | No | No | Account Segment 1 | ||
Account Segment 2 | No | No | Account Segment 2 | ||
Account Segment 3 | No | No | Account Segment 3 | ||
Account Segment 4 | No | No | Account Segment 4 | ||
Account Segment 5 | No | No | Account Segment 5 | ||
Account Segment 6 | No | No | Account Segment 6 | ||
Account Segment 7 | No | No | Account Segment 7 | ||
Account Segment 8 | No | No | Account Segment 8 | ||
Account Segment 9 | No | No | Account Segment 9 | ||
Account Segment 10 | No | No | Account Segment 10 | ||
Account Segment 11 | No | No | Account Segment 11 | ||
Account Segment 12 | No | No | Account Segment 12 | ||
Account Segment 13 | No | No | Account Segment 13 | ||
Account Segment 14 | No | No | Account Segment 14 | ||
Account Segment 15 | No | No | Account Segment 15 | ||
Account Segment 16 | No | No | Account Segment 16 | ||
Account Segment 17 | No | No | Account Segment 17 | ||
Account Segment 18 | No | No | Account Segment 18 | ||
Account Segment 19 | No | No | Account Segment 19 | ||
Account Segment 20 | No | No | Account Segment 20 | ||
Account Allocation Amount | No | No | Account Allocation Amount | ||
Account Allocation Percent | No | No | Account Allocation Percent | ||
Payment Term Code | No | No | Payment Term Code | ||
Shipping Term Code | No | No | Shipping Term Code | ||
Budget Period Name | No | No | Budget Period Name | ||
Manufacturer Name | No | No | Manufacturer Name | ||
Manufacturer Part Number | No | No | Manufacturer Part Number | ||
Confirm By (In Hours) | No | No | Confirm By (In Hours) | ||
Order Confirmation Level | No | No | Order Confirmation Level | ||
Account Allocation | No | No | Account Allocation | ||
Amount | No | No | Amount | ||
Percent | No | No | Percent | ||
Tag | No | No | Tag | ||
Object Number* | Yes | No | The parent object's number, used to add a tagging to a header level object | ||
Name* | Yes | No | The Tag's name | ||
Description | No | No | Description | ||
System Tag | No | No | System Tag, defaults to false if not specified | ||
Payment Agreement | No | No | Payment Agreement | ||
Type | No | No | Type | ||
Amount Type | No | No | Amount Type | ||
Due Date | No | No | Due Date |
Requisition Header Assignment
Field Name | Required Field | Unique? | Field Type | Field Description | Possible Values |
Document* | Yes | No | RequisitionHeaderID | ||
Assignee Type* | Yes | No | string(255) | The type of asignee: User or UserGroup. | |
Assignee* | Yes | No | Allowable values: login, email address, group name. For Asignee Type = User: user login or email address. For Asignee Type = UserGroup: group name. | ||
Comment | No | No | Comment | ||
Action | No | No | Action, possible values are Assign and Unassign. Default is Assign. |
Requisition line columns
Column Name | Description | Req'd | Unique | Type | Allowable Values |
---|---|---|---|---|---|
Requisition Line | Field indicating record type (Line) | Yes | string | Requisition Line | |
Record Identifier | Used to identify record to associate header & lines. Only used in load, not sent to Coupa. | Yes | string(255) | ||
Line Number | Line Number | No | No | integer(11) | |
Catalog Item Number | Catalog Item Number (blank if Non Catalog Item) | No | No | string(255) | |
Catalog Item Name | Catalog Item Name (blank if Non Catalog Item) | No | No | string(255) | |
Non Catalog Item Description | Item Description for Non Catalog Items | No | No | string(255) | |
Supplier Part Number | Supplier Part Number | No | No | string(255) | |
Supplier Aux Part Number | Supplier Aux Part Number | No | No | any | |
Quantity | Line Qty Amount (blank for Service-based line) | No* | No | decimal(30,6) | |
Price | Item Unit Price | No | No | decimal(30,3) | |
Need By Date | Item Need By Date | No | No | datetime | YYYY-MM-DDTHH:MM:SS+HH:MM |
Supplier Name | Supplier Name (required unless Supplier Number is provided) | Yes** | No | string(100) | |
Supplier Number | Supplier Number (required unless Supplier Name is provided) | Yes** | No | string(255) | |
Supplier Site Code | ID of Supplier Site | No | No | integer(11) | |
UOM Code | Unit of Measure Code | No* | No | string(6) | |
Commodity Name | Commodity Name | No | No | string(255) | |
Contract Name | Name of Contract used for purchase | No | No | string(100) | |
Currency Code | Currency Code | Yes | No | string(6) | Any ISO 4217 three letter currency code |
Asset Tags | Not currently used | No | No | string(255) | |
Chart of Account Name | Chart of Accounts for Line. Although this field isn't required, you should enter something in this field. If this value is left blank, your integration may not work. | No | No | string(50) | |
Account Name | Account Name | No | No | string(100) | |
Account Code | Account Code (can be provided instead of Account Segments below) | No | No | string(2020) | |
Account Segment 1..20 | Account Billing Code Segment for Line | No | No | string(100) | |
Account Allocation Amount | Not currently used | No | No | float | |
Account Allocation Percent | Not currently used | No | No | ||
Payment Term Code | Payment Term Code | No | No | string(255) | |
Shipping Term Code | Shipping Term Code | No | No | string(255) | |
Budget Period Name | Name fo budget period | No | No | string(255) | |
Manufacturer Name | Manufacturer Name | No | No | any | |
Manufacturer Part Number | Manufacturer Part Number | No | No | any | |
Service Type | Service type being requested | No | No | string | Service (Amt), Service (Qty), or Resource |
Start Date | Service start date | No | No | datetime | YYYY-MM-DDTHH:MM:SS+HH:MM |
Due Date | Service due (or end) date | No | No | datetime | YYYY-MM-DDTHH:MM:SS+HH:MM |
Manager | Manager requesting the service | Yes | No | string(50) | Any |
Work Confirmer Email | Email of the manager performing the service | Yes | No | string(60) |
* Service based lines don't have a quantity or UOM
** Requires one of Supplier Name or Supplier Number
Requisition line defaults for all lines
Line Attribute | Source | Source Attribute | Conditions |
description | Item | name | |
line_num | CSV | csv_row[:line_number] | |
unit_price | CSV | csv_row[ rice] | If provided |
unit_price | SupplierItem | price | If CSV value (above) is blank |
contract | #load_contract | csv_row[:contract_number] or csv_row[:contract_name] | If provided |
contract | SupplierItem | contract | If CSV value (above) is blank |
source_part_num | CSV | csv_row[:supplier_part_number] | If provided |
source_part_num | SupplierItem | supplier_part_num | If CSV value (above) is blank |
supplier_aux_part_num | CSV | csv_row[:supplier_aux_part_number] | If provided |
supplier_aux_part_num | SupplierItem | supplier_aux_part_num | If CSV value (above) is blank |
unspsc_code | SupplierItem | unspsc_code | |
supplier | #load_supplier | Supplier | Matching Name or Number & "active" |
supplier_site | #load_supplier_site | SupplierSite | Find with "Supplier Site Code" for Supplier and "Requested By" User |
uom | #load_uom | Uom | Matching "Uom Code" |
commodity | #load_commodity | Commodity | Matching Commodity Name |
contract | #load_contract | Contract | Matching Name or Number |
currency | #load_supplier | Currency | Matching "Currency Code" |
shipping_term | #load_shipping_term | ShippingTerm | Matching "Shipping Term Code" |
payment_term | #load_payment_term | PaymentTerm | Matching "Payment Term Code" |
account_type | #load_account_type | AccountType | Matching "Chart Of Account Name" |
period | #load_period | BudgetPeriod | Matching "Budget Period Name" for AccountType (above) |
need_by_date | CSV | csv_row[:need_by_date] | |
transmission_method_override | CSV | csv_row[:transmission_method_override] | If provided |
transmission_method_override | RequisitionLine | .transmission_method_default_value | If CSV value (above) is blank |
transmission_emails | CSV | csv_row[:transmission_emails] |
Additional defaults for quantity-based requisition lines
Line Attribute | Source | Source Attribute | Conditions |
minimum_order_quantity | Supplier Item | minimum_order_quantity | |
order_increment | Supplier Item | order_increment |
Defaults for free-form requisition lines
Line Attribute | Source | Source Attribute | Conditions |
description | CSV | csv_row[:non_catalog_item_description] |
Rate Card Line Columns
Column Name | Description | Req'd | Unique | Type | Allowable Values |
---|---|---|---|---|---|
Record Identifier | Used to identify record to associate header & lines. Only used in load, not sent to Coupa. | Yes | No | string(255) | |
Line Number | Line Number | No | No | integer(11) | |
Name | name describing the service associated with the rate. | Yes | No | string(255) | |
Code | code describing the service associated with the rate. | No | No | string(255) | |
Line Type |
Select whether the requisition line is based on an amount, a price per quantity, or a resource (such as an hourly rate) Note: Values must be lowercase. |
Yes | No | amount, quantity, or resource | |
Price | amount that estimates your total budget for the service. | Yes | No | ||
UOM | Unit of Measurement | Yes | No | Depends on the line type (UOM is required for a Quanity line type) |
Item finder errors
-
Supplier Name
orSupplier Number
cannot find a Supplier - Catalog and/or Manufacturer details are included in the loader input and no catalog item is found. This includes cases where there is an existing match to "Catalog..." details but with different "Manufacturer..." details.
- The
Supplier Item Required?
setup key is enabled and no Supplier Item is found. -
Supplier Item
is found and the line type isOrder Quantity Line
and:-
Quantity
is less than theMinimum Order Quantity
-
Quantity
is not a multiple ofOrder Increment
-
- If no details are provided in loader data for "Catalog..." or "Manufacturer...", a
"free-form"
Requisition Line
will be created andNon Catalog Item Description
will be copied to theRequisition Line
description
. No error is returned for a blank description. -
Service Type
is set toService (Amt)
, however, a Quantity is entered. -
Service Type
is set toService (Qty)
, however, a Quantity or UOM is not entered (or theUOM Code
entered doesn't match one of the UOM Codes configured). -
Service Type
is set toResource
, however, aQuantity
is not entered, or aUOM Code
is entered, - (attribute) has been incorrectly added to a request line that is not a
Service Amount
. - (attribute) has been added without the proper user permissions.
- (attribute) was incorrectly added with a
Unit of Measurement
. - (attribute) was entered with an incorrect value.
- (attribute) was added with an incorrect value that is not configured for
Resource
. - (attribute) is incorrect, Rate Card Lines are only valid for Service Amount Requests.