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

Sorry about that. What was the most unhelpful part?

Thanks for your feedback

We update the Help Center daily, so expect changes soon.

Link Copied

Paste this URL anywhere to link straight to the section.

Need more help?

If you're signed in to Catalytic Community, you can ask other users a question. You'll be redirected to Community where you can add more info.