igmGuru provides the best Coupa Training Online worldwide and course content is designed by certified professionals who have more than 15 years of experience in procurement and spend management. In this Coupa course, you will learn all the key topics such as Procurement Management, Spend Analysis, Supplier Management, Invoicing & Payments, and more. After completing this course, you can clear the latest Coupa Certification Exams and become a certified Coupa professional.
7.
Lab: Create an Invoice using the PO created in the previous lab
1.
Content Groups
2.
Company Addresses
3.
Lab: Create a content group titled “Accounting & Finance”
4.
Lab: Add yourself to the content group
5.
Lab: Create a new company address and add the newly created content group to the address
6.
Lab: Act as a user who is not in the content group to ensure this user is not able to select the ship-to address.
1.
Currencies
2.
Payment Terms
3.
Shipping Terms
4.
Units of Measure
5.
Lab: Enable a new currency, Create a req with the new currency, view in cart and submit, Change default currency on user record, submit new req
6.
Lab: Bulk Load Payment terms (example data, but you can use anything), Make this the new default for a COA, create a req with that payment term
7.
Lab: Bulk Load UOMs using the dummy data that has been provided to you (same as above)
1.
What is a COA and why is it important?
2.
Lookup Tables Overview
3.
Lookup Value Overview
4.
COA Segmentation
5.
Defining COA Segments
6.
Defaulting COA Segments
7.
Lab: Create a 4 segment COA using the dummy data that has been provided to you
1.
Segment Dependency
2.
Unique segment defaulting scenarios
3.
Q&A
1.
Commodities Demystified: i. Defaulting Accounts ii. Parent/Children/Grandchildren Relationship
2.
Lab: Create one 3-level commodity and default from the lowest level.
1.
User Creation
2.
Management Hierarchy
3.
User Defaults
4.
Roles
5.
Custom Roles
6.
Lab 1: Bulk load 5 new users following your instructor’s guidance
7.
Lab 2: Create a Read-Only role to view POs in the system and grant this role to your 5 users.
1.
Group Creation
2.
MH Review
3.
Approvals Setup
4.
Custom Approval Chains
5.
Lab 1: Create a group called the “IT Approval Group” and add yourself
6.
Lab 1: Create a custom approval chain with logic that adds this new group whenever the IT Commodity is selected
7.
Lab 1: Test the chain and make sure it works
8.
Lab 2: Add a user as your manager, then add their manager with a higher spend limit.
9.
Lab 2: Test the chain to see if it brings in your IT group and the correct managers
10.
Lab 3: Department Lead scenario
11.
Lab 3: ( i.) Client needs a specific user to be brought into the approval chain based on the department selected on the requisition’s billing string (ii.) Must go before mgmt. hierarchy, but after IT approval group
12.
Lab 3: Steps: 1. Create a user custom field titled “Department Lead” on Lookup values object 2. Insert a user in the new custom field you’ve created on the lookup value 3. Create an approval chain to bring in that specific field whenever the dept. i
1.
Form Use Cases
2.
Custom Objects
3.
Form Configuration
4.
Form Approvals
5.
Lab: i. Create a custom object called “New Supplier Request Form” ii. Create a generic New Supplier Request Form iii. Create a “New Supplier Request Form Approval Group”
6.
Lab: i. Create a custom chain to bring in this group on the new supplier request form ii. Test configurations
1.
Catalog Overview
2.
Item Setup
3.
Item Management
4.
Flexible Pricing
5.
Lab: i. Create a new item ii. Create a contract to establish “flexible pricing” iii. Assign the newly created Contract to the Item
4.
Critical Information Captured on the Supplier Record
5.
Lab: i. Create a new Supplier ii. Input your email address in the PO Email Field iii. Change PO Method to “Email” iv. Submit Requisition, flip to PO and observe the SAN process
1.
Budget Periods
2.
Budget Lines
3.
Budget Owners
4.
Budget Alerts
5.
Demo of Budget Functionality
6.
Lab: i. Create a budget period & budget line ii. Assign yourself as the budget owner iii. Pull a PR into your cart against your period and line and observe budget functionality
