Coupa: Create Requisition

🕙  1 minute read

Use this action to create a requisition request in Coupa and optionally submit it for approval.

Use case

  • Create a request through Coupa

How to configure this action

This action requires a preconfigured Coupa integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help center.

Fields for this action

  • Integration

    • Select your team’s integration from the list.
  • Output field name

    • The name of the text field in which the result should be saved.
  • Submit for approval

    • Optionally submit requisition request for approval immediately after creation. Select True or False from the drop down.
      • Select True to create and submit the requisition request for approval.
      • Select False to create the requisition but not submit it.
  • Ship to location

    • Enter the name of the location.
  • Line items

    • Enter the field name or ID of the data table that contains the line items for this requisition request.
    • The column names in the data table are matched to the name of the Coupa requisition line fields. Column order is ignored
      • Example: {{requisition-line-table}} or dd4c18d3-2dcf-47bd-9046-fc1c7188eab0
  • Department name

    • Enter the customer contact’s last name
  • Custom field 1 (2, 3, 4, 5, 6, 7, 8) name

    • Search this field to find the first matching record
  • Custom field 1 (2, 3, 4, 5, 6, 7, 8) value

    • Search for the first record with this value in the custom look up field

What will this output?

All output fields will store under the custom field value giving during the action configuration.

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