Custom fields in Coupa

Coupa supports custom fields on most objects, and Fairmarkit can take advantage of these custom fields to present a better user experience between the two systems. While these fields are not required, they are recommended to improve your integration experience.

Fairmarkit Savings Amount

Fairmarkit is aware of benchmark pricing and can calculate the savings on a purchase requisition based on awarded data. Because this is useful to know in both Fairmarkit and Coupa, Fairmarkit supports a field that includes the savings value when data is exported back to Coupa

Setup

1. In Coupa, navigate to /custom_fields.

2. On the Requisitions -> Requisitions object, add a new Money type field.

3. Enter the following information:

   • Prompt: We suggest selecting Savings (Fairmarkit).

   • Field Name: Enter fmkt_savings_amount. This field is used for integration and you cannot customize the name.

   • Active: Select the Active check box.

4. Click Done.

Fairmarkit Line Kind

With Fairmarkit line items, there is a distinction between items (physical products) and services (work to do). Because Coupa does not have this distinction, the Line Kind field tells Fairmarkit what type of line item is being imported.

Note: If a custom field isn't defined or the line item type cannot be determined, line items default to item type.

Setup

1

In Coupa, navigate to /custom_fields.

2

On the Requisitions -> Requisitions object, add a new Drop Down type field.

3

Enter the following information:

• Field Name: Enter fmkt_line_kind. This field is used for integration and you cannot customize the name.

• Choices: Select item and service.

• Active: Select the Active check box.

4

Click Done.