Define an ERP source configuration for Coupa

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Define an ERP source configuration that specifies the Coupa ERP source to which the ERP system connects. Map the integration payload with the Coupa tables.

    Avant de commencer

    Role required: admin

    Pourquoi et quand exécuter cette tâche

    By default, the base system includes one ERP source named Coupa, which refers to the parent connection for Coupa. If there are multiple Coupa instances, multiple ERP sources must be configured, and the child connections for these Coupa instances should be referenced.

    Each ERP instance requires a unique ERP source configuration. For example, 10 ERP instances need 10 configurations.

    Procédure

    1. Navigate to All > Finance – ERP Integration > ERP Source Configuration.
    2. In the ERP Configurations view, select Coupa.

      This configuration is available as a part of the base system.

    3. To edit the ERP source, select here.
    4. Select the required ERP source for Coupa using the search option.
    5. To create a new ERP source, perform the following steps:
      1. Select here.
      2. Select the list search icon (List search icon).
      3. Look up the required ERP source for Coupa.
      4. In the ERP Source dialog, select New.
      5. On the form, fill the fields.
        Tableau 1. Define a new ERP source configuration form
        Field Description
        ERP Source ERP source for which the integration is required. For example, Coupa.
        Short Description Summary of the ERP source.
        Active Option to activate the ERP source.
        Amount Precisions Amount precision of the ERP source. For example, 2.
        Figure 1. Define a new ERP source configuration for Coupa
        Define a new ERP source configuration for Coupa
      6. Select Submit.
      A new ERP source is created. Verify that the connection alias is also unique for each ERP source.
      Remarque :
      Coupa integration can have multiple ERP sources. The Staging table displays the ERP source column, which you can use to distinguish which ERP the data belongs to.

    Que faire ensuite

    By default, services mapping are provided for the Coupa base system. For other Coupa instances, you must perform the following steps:
    • Define service mappings manually for each integration service by accessing the Service Mappings related list. You can define element level mapping between Coupa table fields and payload elements.
    • Map the users and corresponding ERP User IDs by accessing the ERP User Mappings related list.