integrating)coupa)with)yourenterprise - squarespace · pdf...
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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
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
©2015 Coupa Software, Inc - Confidential 5
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
©2015 Coupa Software, Inc - Confidential 6
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
©2015 Coupa Software, Inc - Confidential 7
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
©2015 Coupa Software, Inc - Confidential 8
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
©2015 Coupa Software, Inc - Confidential 9
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
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
COUPA
©2015 Coupa Software, Inc - Confidential 11
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
©2015 Coupa Software, Inc - Confidential 12
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
©2015 Coupa Software, Inc - Confidential 13
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
©2015 Coupa Software, Inc - Confidential 14
Data Transfer : From Coupa to Oracle
COUPA
©2015 Coupa Software, Inc - Confidential 15
Data Transfer : From Oracle to Coupa
COUPA
©2015 Coupa Software, Inc - Confidential 16
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
©2015 Coupa Software, Inc - Confidential 17
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
©2015 Coupa Software, Inc - Confidential 18
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
©2015 Coupa Software, Inc - Confidential 19
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
©2015 Coupa Software, Inc - Confidential 20
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
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
COUPA
©2015 Coupa Software, Inc - Confidential 22
IT Service Management Systems (ITSM)
Invoicing Platforms
Credit Card Providers
Contingent Labor Management Systems
©2015 Coupa Software, Inc. - Confidential
COUPA
©2015 Coupa Software, Inc - Confidential 23
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
©2015 Coupa Software, Inc - Confidential 24
ITSM & Coupa Integration Business Process
Approval Receipt Invoice Received
Invoice Approved
2 Way Match
3 Way Match
PO Issued to Supplier
Supplier Flips PO into Invoice
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
©2015 Coupa Software, Inc - Confidential 25
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
©2015 Coupa Software, Inc - Confidential 26
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
©2015 Coupa Software, Inc - Confidential 27
Contingent Labor Management Systems & Coupa
Approval Receipt Invoice Received
Invoice Approved
2 Way Match
3 Way Match
PO Issued to Supplier
Supplier Flips PO into Invoice
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
► PLATFORM OVERVIEW ► INTEGRATION WITH ERPs ► INTEGRATION WITH 3RD PARTY APPLICATIONS ► INTEGRATION WITH SUPPLIERS
©2015 Coupa Software, Inc. - Confidential
COUPA
©2015 Coupa Software, Inc - Confidential 29
Catalog Integration
COUPA
©2015 Coupa Software, Inc - Confidential 30
SUPPLIER ACTIONABLE
NOTIFICATION
PORTAL INVOICE INBOX
DIRECT CONNECTION
PAPER
Coupa Open Business Network
COUPA
©2015 Coupa Software, Inc - Confidential 31
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!