Coupa: Look up a purchase order

🕙  2 minute read

Use this action to search for and return information about a purchase order in Coupa.

Use case

  • Automatically filter and find information in 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.

This action also has configuration fields that require a specific Coupa look up operator. The look up operator is based on Coupa API Operators. The look up operators are terms like contains, starts_with, or ends_with.

For example, you can enter a user email address in the email field, and also enter look up operator in the email look up operator field. For all configuration fields with a matching look up operator like the in the example above,

  • To find an exact match, leave blank

  • To perform an advanced search, enter one of the Coupa look up operators

Supported Coupa Operators

Operator Operator Meaning or Notes
<none/no operator> Exact match/equality, same as the previous behavior
contains Does not work with date fields
starts_with Does not work with date fields
ends_with Does not work with date fields
gt Greater than
lt Less than
gt_or_eq Greater than or equal to
lt_or_eq less than or equal to
not_eq not equal to
in within list of values

Fields for this action

  • Integration

    • Select your team’s integration from the list
  • ID

    • The unique identifier of the purchase order
  • Output field name

    • The name of the text field in which the result should be saved
  • Created by

    • The login of the user that created the purchase order
  • Pcard

    • If the user has a purchasing credit card, you can enter in the person’s name as it appears on the card
  • PO Number

    • Find the purchase order number
  • Requested by

    • The login of the user who requested the purchase order
  • Requisition header ID

    • The ID of the requisition
  • Ship to user

    • The login of the user it is shipping to
  • Supplier

    • The name of the supplier
    • Must match exactly to the listed name in Coupa
  • Supplier site

    • The location of the supplier
  • Version

    • Version of the purchase order
  • Status

    • The status of the purchase order
    • Open/ Closed/ etc.
  • Look up field name 1 (2, 3)

    • Search this field to find the first matching record
    • Coupa API field name
  • Look up field value 1 (2, 3)

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

What will this output?

All fields return Java Script Object Notation (JSON) as Catalytic field types:

JSON Data Type Catalytic field type
Number Number
String String
Boolean True of false
Array Data table
Object flattened strings
null string

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