Coupa Spend Management
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