Orasol Training Solutions

Coupa Spend Management

Categories: Coupa Spend
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About Course

Coupa Spend Management is a full-featured cloud-based software platform made to assist businesses in efficiently managing and controlling their procurement and spending procedures. It is mostly used by companies to optimize their financial operations by streamlining their invoicing, procurement, and expenditure management procedures. The main elements and functionalities of Coupa Spend Management are summarized here. Detail list of couse Curriculum

Coupa Basic & Navigation

Core Concepts and Navigation

  • ·       Overview
  • ·       Objectives
  • ·       Core Concepts
  • ·       Applications
  • ·       Basic Navigation – application Header
  • ·       Basic Navigation – Landing Pages and Dashboard
  • ·       Basic navigation – Screen Icons

Business Process – S2P Vs P2

  • ·       Source to Pay
  • ·       Procure to Pay

Coupa Application Accessibility

  • ·       Coupa Role
  • ·       Coupa Permission
  • ·       Coupa Licensing
  • ·       Users

Coupa Structure & Org Structure

  • ·       Types of structure
  • ·       Coupa Structure

Company Setup

  • ·       Company Information
  • ·       Company Addresses
  • ·       Commodity Assignement

Financial Setup

  • ·       COA
  • ·       Calendar
  • ·       Currency
  • .       Legal Entities Segregation

Coupa Fields 

  • ·       Fields identification
  • ·       Standard Fields
  • ·       Custom Fields
  • ·       Lookups
  • ·       Lookups Value

Supplier Management

  • ·       SIM
  • ·       Suppliers Definition
  • ·       Remit to
  • ·       Supplier Items
  • ·       Supplier Sites
  • ·       Supplier Address

Coupa Supplier Portal – CSP

  • ·       CSP Intro
  • ·       CSP Invitation Setup
  • ·       Suppliers LE Setup
  • ·       CSP Catalog
  • ·       CSP Profile
  • ·       Supplier Invoice Creation
  • ·       CSP Order Acceptance
  • ·       CSP ASN
  • ·       CSP Credit Memo
  • ·       CSP Dispute

Master Data Management

  • ·       Item
  • ·       Item Labels
  • ·       Catalog Items
  • ·       Non Catalog Items
  • ·       UOM
  • ·       Users & Roles Assignments
  • ·       Exchange Rates
  • ·       Payment Terms
  • ·       Shipping Terms
  • ·       Currencies

Coupa Controls

  • ·       Content Groups
  • ·       Accounts Group – Billing Security
  • ·       Roles & Access
  • ·       Security Control

Coupa Commodities Structure

  • ·       Commodities Structure Definition
  • ·      Commodities  Parents
  • ·      Commodities Child

Sourcing

  • ·       Sourcing Settings
  • ·       Events
  • ·       Events Template
  • ·       Response Items
  • ·       Insights

Coupa Approval Chain 

  • ·       Coupa Dynamics Approval Chain
  • ·       Coupa Approval Chain
  • ·       Coupa Approver Blocker

Contracts Management

  • ·       Contract Types
  • ·       Contract Request
  • ·       Contract Templates
  • ·       Supplier Selection
  • ·       Create Contracts
  • ·       Contract Negotiation
  • ·       Contract Reporting

Bulk Upload and Integration APIs

  • ·       Bulk Uploading Requisitions
  • ·       Bulk Uploading Lookups
  • ·       Bulk Uploading POs
  • ·       Bulk Uploading Invoices

Procurement

  • ·       Requisitioning
  • ·       Approvals
  • ·       Manage Requisitions
  • ·       Create Requisitions
  • ·       Manage Orders
  • ·       Supplier Quotes and Agreement
  • ·       Create Pos
  • ·       Requisition & PO Reporting
  • ·       Receipts
  • ·       Record Receipt

Coupa Receipts 

  • ·       Receipts
  • ·       View Receipts
  • ·       Accruals

Coupa Tolerance 

  • ·       Receiving Tolerance
  • ·       Invoice Tolerance

Invoicing & Payments

  • ·       Create and Receive invoices
  • ·       Validation & Approvals
  • ·       Types of Invoices
  • ·       Bulk Invoices Upload
  • ·       Payments
  • ·       Invoice Payment
  • ·       Financial Reports

Coupa Customization 

  • ·       Custom Object
  • ·       Forms
  • ·       Process Automator

Coupa Budget  

  • ·       Budget Upload
  • ·       Budget Period
  • ·       Budget Line

Coupa Tax

  • ·       Tax Setup
  • ·       Tax Rule
  • ·       Tax Rate
  • ·       Tax Code
  • ·       Tax Structure
  • ·       VAT/ GST Tax Calculation
  • ·       Withholding Tax Calculation

Coupa Reports

  • ·       Coupa Standard Reports
  • ·       Report View Creation
  • ·       Report update

Coupa Analytics 

  • ·       Analytics Overview
  • ·       Analytics Setup
  • ·       Dashboard Creation
  • ·       Report Creation & Scheduling
  • ·       Visualization Creation

Coupa Community

  • ·       Coupa Community Access
  • ·       Coupa Ticketing
  • ·       Coupa Documentation
  • ·       Coupa Support
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What Will You Learn?

  • Coupa Setup/ Configuration
  • P2P Process
  • S2C Process
  • Coupa Detail Functionalities

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