4. Invoice (OK-to-Pay) Integration Scenarios

Overview

Coupa has standard formats for outbound Invoices (OK-to-Pay).

Relevant associated data objects (Supplier Information, Tax Code, Currency Code, Account, Remit to, and so on) must exist as a prerequisite in the ERP system for a successful integration.

Methods

See Using API and Using CSV for an overview of each method. 

• For details on the Coupa standard CSV flat file integration for OK-to-Pay, see:
  Invoices Export
• For details on the Coupa REST API integration for OK-to-Pay, see:
  Invoices API (/invoices)

Scenarios

For certification purposes, we have identified several common OK-to-Pay scenarios used by Coupa customers. Each scenario must be executed successfully using CSV and/or API.

• 4.1 Single-Line PO-Backed Invoice Approved and Ready to Pay in ERP
• 4.2 PO-Unbacked Invoice to ERP
• 4.3 PO-Backed Invoice with Custom Field to ERP
• 4.4 PO-Unbacked Invoice with Service Lines to ERP
• 4.5 PO-Backed Invoice with Multiple Tax Lines to ERP
• 4.6 PO-Unbacked Invoice with Attachments to ERP
• 4.7 PO-Backed Invoice/Credit Memo to ERP
• 4.8 Void an Invoice to ERP
• 4.9 50+ Approved Invoice and Ready to Pay in ERP (API Only)