Requisitions Import
The requisition loader has header columns and line columns.
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.
When specifying a ship-to address, Coupa first looks for Ship to Id and then Ship to Country Location Code. If neither field is found, then a new ship-to address is created.
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 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 or Supplier 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 is Order Quantity Line and:
- Quantity is less than the Minimum Order Quantity
- Quantity is not a multiple of Order Increment
- If no details are provided in loader data for "Catalog..." or "Manufacturer...", a "free-form"
R
equisition Line will be created and Non Catalog Item Description will be copied to the Requisition Linedescription
. No error is returned for a blank description. - Service Type is set to Service (Amt), however, a Quantity is entered.
- Service Type is set to Service (Qty), however, a Quantity or UOM is not entered (or the UOM Code entered doesn't match one of the UOM Codes configured).
- Service Type is set to Resource, however, a Quantity is not entered, or a UOM 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.