Corporate Coupa Training Course

1. The P2P (Procure to Pay) workflow

1. Overview of procure to pay cycle
2. Key steps in the P2P process within Coupa
3. Integrating P2P workflow with business operations

2. Coupa system architecture

1. Understanding Coupa's cloud-based architecture
2. Components and capabilities of Coupa
3. Scalability and security features

3. Coupa role: Admin

1. Responsibilities and permissions of a Coupa admin
2. Managing user access and security

4. Collaborate with others

1. Tools for collaboration within Coupa
2. Sharing reports and insights across teams
3. Effective communication strategies within the platform

1. Maintain users and assign roles

1. Creating user profiles
2. Assigning roles and permissions
3. Managing user lifecycle

2. Create and maintain content groups

1. Defining content groups for targeted access
2. Associating users and permissions with content groups
3. Best practices for organizing content groups

1. Load and manage data

1. Data import tools and techniques
2. Managing bulk data updates
3. Data integrity and validation processes

2. Create, configure, and maintain financial accounts

1. Setting up financial account structures
2. Mapping financial accounts to business units
3. Managing account access and permissions

3. Configure commodities

1. Defining and categorizing commodities
2. Using commodities for reporting and analysis
3. Integrating commodity codes with procurement processes

4. Maintain suppliers and contracts

1. Supplier onboarding and management
2. Contract creation, negotiation, and maintenance
3. Leveraging contracts for procurement efficiency

5. Create and manage content

1. Managing catalogs and items
2. Content curation and compliance
3. Strategies for effective content management

1. Create custom views

1. Designing user dashboards
2. Customizing reports and analytics
3. Enhancing user experience with custom views

2. Create and manage custom fields

1. Defining custom fields for unique business needs
2. Implementing custom fields in transactions
3. Best practices for custom field management

3. Create and maintain questionnaires and requisition line forms

1. Designing questionnaires for supplier evaluation
2. Customizing requisition forms for specific needs
3. Streamlining procurement with custom forms

4. Configure company information and home page

1. Customizing the home page layout and features
2. Updating company information and branding
3. Managing home page content for user engagement

1. Configure and maintain approvals and approval chains

1. Designing approval workflows
2. Automating approval processes
3. Managing exceptions and escalations

2. Configure and maintain requisitions

1. Creating and managing requisition templates
2. Streamlining requisition approval and fulfillment
3. Integrating requisitions with supplier catalogs

3. Configure and maintain purchase orders

1. Automating purchase order creation
2. Customizing PO formats and details
3. Managing PO changes and cancellations

4. Configure and maintain invoices

1. Invoice processing and matching
2. Handling exceptions and discrepancies
3. Integrating invoices with financial systems

1. Review insights

1. Analyzing spend data for insights
2. Identifying savings opportunities
3. Benchmarking performance against industry standards

2. View and schedule reports

1. Customizing reports for strategic analysis
2. Scheduling regular report generation
3. Sharing and collaborating on reports