Coupa integration
Centralized Business Spend Management with real-time procurement visibility and automated approvals.
What it connects
- Users and departments to map organizational structure and identify stakeholders in procurement workflows.
- Suppliers and vendor records to understand vendor risk, payment terms, and contract performance.
- Purchase orders and invoices to track spending, identify budget overruns, and detect unauthorized purchases.
- Contracts and requisitions to maintain audit trails and enforce procurement policies across the enterprise.
What it automates
- Create and update users for offboarding workflows or bulk role synchronization.
- Put suppliers on hold to immediately freeze payments during vendor disputes or compliance violations.
- Submit requisitions for approval to ensure all purchases follow governance policies before issuance.
- Issue, cancel, or close purchase orders to maintain accurate spend records and control supplier exposure.
In practice
- Detect unauthorized procurement by pulling users and purchase orders together, then blocking suspicious orders via PO cancellation.
- Enforce vendor compliance by pulling supplier records and putting non-compliant vendors on hold when security or audit issues arise.
- Streamline employee lifecycle management by creating users in Coupa upon onboarding and deactivating them during offboarding.
- Automate approval workflows by pulling pending requisitions and submitting them for approval, then updating order status when approvals complete.
