Purchase-to-Pay App Template for Coupa

Use your Coupa data to analyze your Purchase-to-Pay process.

UiPath Process Mining offers a comprehensive suite of preconfigured application templates meticulously designed to optimize various processes across a spectrum of source systems. These templates serve as invaluable foundations for crafting customized process applications, leveraging the robust capabilities of Process Mining. By harnessing the digital footprints embedded within your systems and applications, this solution meticulously captures every intricate detail, facilitating the development of a holistic process overview.

This particular app template is tailored to interface with the Coupa January 2023 Release (R35) or later versions, ensuring compatibility through API endpoints. Data extraction from the Coupa system is facilitated through the exportation of CSV files, subsequently loaded using CData Sync. It's required to possess a valid license for and have the software installed.

It's noteworthy that the extractor functionality supports direct data output to SQL Server, eliminating the necessity of CData Sync when employing the Automation Suite. Further details regarding this functionality are elaborated in the "Extract to SQL Server" section.

For establishing connectivity with Coupa, OAuth 2.0 authentication protocol must be utilized. Detailed instructions outlining the requirements are provided in the Resources section, with additional reference available in the for comprehensive clarification.

The Python API Extractor integrated into this app template facilitates seamless connection with the Coupa source system. By default, it extracts essential tables and fields to CSV files, streamlining data retrieval processes.

Moreover, the Python API Extractor embedded within this app template boasts the capability to directly input extracted data into SQL Server. However, this feature is exclusively accessible when utilizing the Automation Suite.

Input Tables & Fields:

The following tables are extracted from the source system:

• Approvals
• Invoice Lines
• Invoices Source
• Purchase Order Lines
• Purchase Order Revisions
• Purchase Orders Source
• Receiving Transactions
• Requisition Lines
• Requisitions
• Suppliers
• Users

Unlock the transformative capabilities of Process Mining within Coupa across diverse industries:

• Retail Industry: Optimize supply chain dynamics from procurement to distribution. Identify delays or inefficiencies for targeted improvements.
• Healthcare Industry: Enhance patient care workflows and ensure seamless admissions, discharge and treatment procedures by identifying areas for optimization.
• Manufacturing Industry: Streamline production workflows within manufacturing processes. From raw material acquisition to final product assembly, eliminate inefficiencies to maximize throughput and minimize downtime.
• Financial Services Industry: Simplify customer onboarding processes and facilitate swift and compliant account opening, identity verification, and KYC procedures. Enhance customer satisfaction by reducing time-to-market and eliminating bottlenecks in the onboarding process.