Description

Introduction
Efficient procurement is essential for organizations to control costs and ensure smooth operations. Coupa offers a powerful platform for managing requisitions and purchase orders (POs) with enhanced visibility, approval workflows, and automation. This course provides a hands-on approach for professionals to master the requisitioning and purchase order processes using Coupa, helping them streamline operations and ensure compliance with procurement policies.

Prerequisites

• Basic knowledge of procurement processes
• Familiarity with organizational procurement policies is beneficial
• Experience using enterprise software applications is a plus

Table of Contents

1. Introduction to Procurement in Coupa
   1.1 Overview of Procurement Processes
   1.2 Key Roles and Responsibilities in Procurement
   1.3 Benefits of Using Coupa for Procurement
2. Creating Requisitions in Coupa
   2.1 Overview of the Requisition Process
   2.2 Filling Out Requisition Forms
   2.3 Selecting Items from the Catalog
   2.4 Submitting Requisitions for Approval
3. Managing Approval Workflows
   3.1 Overview of Coupa’s Approval Flow
   3.2 Tracking the Status of Requisitions
   3.3 Handling Rejected Requisitions
   3.4 Customizing Approval Workflows
4. Creating and Issuing Purchase Orders (POs)
   4.1 Converting Requisitions into POs
   4.2 Modifying and Cancelling POs
   4.3 Sending POs to Suppliers
5. Tracking and Managing Purchase Orders
   5.1 Monitoring PO Status
   5.2 Receiving Goods and Services(Ref: Coupa Invoicing: Streamlining Accounts Payable Processes)
   5.3 Managing Partial and Backorders
6. Resolving Procurement Issues
   6.1 Handling Exceptions and Disputes
   6.2 Matching Invoices with POs
   6.3 Adjusting Orders and Payments
7. Reporting and Analytics for Procurement
   7.1 Generating Reports on Requisitions and POs
   7.2 Analyzing Procurement Performance
   7.3 Using Insights for Continuous Improvement
8. Best Practices for Procurement Management
   8.1 Ensuring Compliance with Procurement Policies
   8.2 Optimizing Approval Workflows
   8.3 Leveraging Automation for Efficiency

Conclusion
Managing requisitions and purchase orders effectively through Coupa allows organizations to streamline their procurement operations and gain greater control over spending. This course equips participants with the skills needed to create, approve, and monitor requisitions and POs efficiently. With a strong grasp of best practices and Coupa’s automation tools, users will be well-prepared to optimize procurement processes and drive operational success.

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Reference