Purchase requisition sync

With the Coupa integration, you can automatically sync your purchase requisitions with Fairmarkit, creating request for quote events; once you award an event, Fairmarkit automatically sends the awarded data back to Coupa to update and approve your purchase requisition, readying it to become a purchase order. Purchase requisition sync also supports bundling, partial awarding, and sending back requisition information for canceled and archived events.

Import to Fairmarkit

• Create a purchase requisition in Coupa and add items to your cart.
• When the purchase requisition gets to the Fairmarkit remote approver, Fairmarkit pulls and maps the purchase requisition.
  How is this data mapped?

  Request for quote event header

  When importing a Coupa requisition to a draft request for quote event in Fairmarkit, the following data is synced:

  Coupa field	Fairmarkit Field	Notes
  Description (single item) Custom title (multiple items)	Title	For a single item, set to the Description of the item. For multiple items, a custom title is created based on the number of items and the Requisition ID.
  Calculated date	Closes At	Set to 4 days from the current date.
  Coupa ID	External RFQ ID
  Need by Date	Preferred Delivery Date
  Buyer Note	Notes
  User email	Created By	This is the email for the Coupa user.All user emails will need to be available. By default, this can be set to a specific email address, or the requisition creator email can be used if a default doesn't exist. Upon request, the Last Approver in the approval flow can be used and then set to the default when one doesn't exist.
  Ship to Address	Address	The address includes the Street, City, State, Country, and Zip Code.
  Approval ID	fuse_coupa_current_approval_id	This is used when exporting back to Coupa.
  Approval ID	metadata: fuse_coupa_current_approval_id	This is used when exporting back to Coupa.

  Request for quote event items

  For each line item (requisition-lines), Fairmarkit will update the following information:

  Coupa field	Fairmarkit Field	Notes
  Description	Title	Limited to 500 characters.
  UOM	UOM	Mapped UOM from Coupa.
  Unit Price	BenchmarkPrice
  Quantity	Quantity
  Supplier Name	Manufacturer
  unspsc-code	UNSPSC
  Item ID	metadata: fuse_coupa_external_item_id	This value is used when the data is exported back to Coupa.

• A request for quote event is created in Fairmarkit.

Export to Coupa

Note: If an event is canceled or archived, your purchase requisition is updated with a link to the Fairmarkit event and no other data is updated. During setup, you can decide if these events should be approved or rejected in Coupa.

• The event is awarded in Fairmarkit.

• Event data is sent and mapped for use in Coupa.

  How is this data mapped?

  Coupa line items

  When data is exported back to Coupa, Fairmarkit will update the following information. The Fairmarkit request for quote details can be accessed through a URL that is sent to Coupa.

  Fairmarkit Field	Coupa field	Notes
  calculated field	Need By Date	Calculated as Awarded At time + Delivery Days.
  External Supplier ID	Supplier Number
  Unit Price	Updated Unit Price
  Attachments	Attachments	Add a new “URL” attachment with a link back to Fairmarkit.
  custom field	Savings	Custom money field that allows for amount and currency
  	Status	Updates the status to Approved by the Fairmarkit remote approver.
  	Contract	Set to None, but this is configurable.

• Updates and approves the purchase requisition in Coupa.