Advanced Course

Leveraging Agent Studio

What’s this course about?This hands-on, video-led course introduces learners to Coupa's Agent Studio within the broader AI Native Platform framework. Designed to transform operational busywork into strategic business outcomes, the course walks through core capabilities, user personas, interface navigation, and pre-built agent templates. Through three practical hands-on labs, you will gain step-by-step experience building, configuring, testing, and activating both autonomous and conversational AI agents using templates, plain-language prompts, and original operational ideas. The end-to-end workflow covers instance setup, agent deployment across spend management processes, troubleshooting configuration issues, and applying best practices for reliable automation. What’s in it for you?By completing this course, you will acquire high-demand, practical AI skills that enable you to eliminate repetitive operational tasks giving you time back for high-value strategic decision-making. You will learn how to leverage pre-built templates and the Agent Setup Assistant to uncover hidden financial insights, prevent value leakage, and streamline operations. Furthermore, developing these competencies enhances your professional expertise in agentic AI automation and earns you a Certificate of Completion.Is this course right for you?This course is designed for customers, partners, and employees seeking to expand their technical and product capabilities within Coupa. It is suited for users who want to replace manual, repetitive workflows with intelligent automation. Whether you are looking to deploy pre-configured templates or design custom AI agents tailored to your organization's specific business rules, this course provides the direct hands-on practice needed to drive immediate operational impact.

Applying Advanced Contract Management Strategies

What's this course about? Enhance your understanding of the key features, advanced functionalities, and benefits of Contract Lifecycle Management - Advanced (CLMA).In this course, you will gain an understanding of contract lifecycle management strategies and the application of CLMA for buy-side and sell-side contracts. You will explore a variety of topics, including defining a data model that aligns with your organization's needs, streamlining the contract intake process, and efficiently managing the clause library and contract templates. Additionally, you will develop proficiency in utilizing the Coupa Contracts Microsoft Word Add-In for advanced collaboration and negotiation. By the end of the course, you will possess the knowledge and skills to operationalize contracts by leveraging suite synergy within the Coupa ecosystem.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a micro-certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as System Administrators, Procurement Managers, Sourcing Managers, Contract Managers, and professionals who are responsible for managing, approving, or auditing contracts within their organization.

Applying Coupa Sourcing Optimization Methodology

What's this course about? Discover the power of the Coupa Sourcing Optimization (CSO) Methodology.In this course, you will acquire the skills to effectively apply the CSO workflow methodology and make informed decisions for successful sourcing events. You will develop a strong understanding of the core concepts and context necessary for sourcing events. This includes defining measurable objectives, designing bid forms, and leveraging automation to optimize sourcing outcomes. Additionally, you will learn how to integrate CSO with other Coupa products, establish repeatability, and utilize bidding rules and feedback to enhance sourcing results.By completing this course, you will demonstrate your ability to optimize business processes and make informed decisions in sourcing through the effective application of the CSO Methodology.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a micro-certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Sourcing professionals, Procurement specialists, and professionals seeking to enhance their expertise in sourcing optimization and expand their knowledge of the CSO methodology workflow.

Implementing Supplier Information Management

What's this course about? Gain the essential knowledge and skills needed to successfully perform a Supplier Information Management (SIM) implementation. In this course, you will explore the configurations and integrations necessary to support SIM integrations between vendor master systems and Coupa, all through practical examples and real-world scenarios. You will delve into the key context and concepts central to SIM implementations, empowering you to confidently optimize SIM processes. Throughout this course, you will acquire the expertise to configure Supplier Information forms to meet clients' specific needs. You will also be able to define key terms related to the implementation process and determine the most appropriate integration approach for each customer. Additionally, you will identify various SIM initiation points and implement integration best practices.By completing this course, you will demonstrate your proficiency in SIM implementation and your ability to enhance supplier information management processes.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a micro-certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Solution Architects and for professionals who are interested in or responsible for the implementation and integration of Coupa Supplier Information Management. Prior completion of the Supplier Information Management Certification is recommended to gain foundational knowledge of SIM.

Mastering Coupa Pay Implementation Skills

What's this course about?Take your payment implementation skills to the next level with the Mastering Coupa Pay Implementation Skills micro-certification course. Throughout this course, you will gain a thorough understanding of the best practices for implementing Coupa Pay, along with its diverse features and functionalities. You will explore Purchase Order Payments, Invoice Payments, Expense Payments, and Early Payment Discounts, equipping you with the expertise to handle payments through various methods and streamline reimbursement processes.Through this course, you will also delve into the concepts of global configuration and integrations associated with Coupa Pay. This course will enable you to effectively implement this payment solution and architect Coupa Pay solutions in organizations.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a micro-certification and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Business Analysts and professionals involved in the implementation of Coupa Pay.

Architecting Effective Sourcing Solutions

What's this course about?Architect an effective Sourcing solution that meets the unique business needs of customers by enrolling in the Sourcing Architect Certification course.Throughout this course, you will learn how to design the configuration of the Coupa Sourcing application and create the required documentation to fulfill specific business requirements. You will gain an understanding of best practices and explore the significance of sourcing integrations in the implementation process.Building upon the foundational knowledge gained in the Designing and Managing Effective Sourcing Events course, this course equips you with the expertise needed to identify configuration requirements for a comprehensive Sourcing solution. Additionally, you will develop the skills to define key implementation deliverables that effectively document the design of your solution.By completing this course, you will demonstrate your ability to prepare for Architecture Review Board meetings and showcase your proficiency in implementing Sourcing within the Coupa platform.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a micro-certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Solution Architects and professionals who are interested in or responsible for implementing Sourcing within the Coupa platform.

Core Implementation Specialist Certification - Japanese & English

概要本オンライン資格は、以下を目的としたeラーニングと資格試験で構成されています。Coupaプラットフォームの基本的な設定知識を身につけるインテグレーションの知識を身につける導入のベストプラクティスを身につける※本コースのeラーニングは英語で提供されますが、資格試験は日本語で出題されます。

Architecting Expense Management Solutions

What's this course about? The Architecting Expense Management Solutions micro-certification course explores the foundational knowledge and skills necessary for professionals involved in implementing Expense Management solutions. This micro-credential encompasses the essential context and concepts that contribute to successful Expenses implementations.Throughout this course, you will gain proficiency in the four-step implementation process: Mobilize, Model, Validate, and Deploy Expense applications for customers and effectively utilize key documents to ensure seamless solution design. You will evaluate various implementation scenarios to identify the most advantageous options for customers and possess an understanding of how to address key considerations and implement best practices for per diems, corporate cards, preapprovals, cash advances, and other configurations. You will also learn to identify potential areas of synergy across the Coupa suite and skillfully gather the necessary data to define Chart of Accounts, expense categories, and global taxes.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a micro-certification and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for professionals who are interested in or responsible for implementing Expense Management solutions. Prior to attempting this course it is recommended to establish a solid foundational understanding of Expenses.

Mastering Coupa Category Strategy Administration

This learning path equips you with the comprehensive technical skills needed to configure and maintain Coupa Category Strategy (CCS). You will explore your core administrative responsibilities, starting with how to provision secure user accounts and define precise access layers to safeguard company data. You will learn to build the foundational Category and Location hierarchy trees required for accurate data mapping. You will apply the necessary formatting requirements to successfully upload your organization's financial spend data. Additionally, you will discover how to leverage built-in product documentation and resolve common mapping errors to continuously support your business users. By completing this path, you ensure that CCS provides a reliable, secure foundation that empowers your organization to build effective business strategies.

Implementing Sourcing Logic and BOM Management

This learning path equips you with the comprehensive technical skills needed to configure and leverage Bill of Materials (BOM) based sourcing. You will explore your core administrative responsibilities, starting with the essential configuration steps required to set up your environment and successfully import your external ERP data into Coupa. You will learn to leverage the foundational structure of BOM data to accurately consolidate component demand and calculate net sourcing requirements before engaging suppliers. You will apply the necessary item type configurations to standardize data collection and securely capture granular bid data tailored to different manufacturing plants. Additionally, you will discover how to establish precise rules that automate data assignments and enforce strict system governance. By completing this path, you ensure that BOM-based sourcing provides a reliable, unified foundation that empowers your organization to prevent costly supply chain errors and initiate highly precise strategic sourcing events.

Estrategia de Categorías de Coupa (CCS)

Este curso se centra en navegar el marco de la Estrategia de Categorías de Coupa (Coupa Category Strategy – CCS) para desarrollar estrategias de categoría basadas en datos. Abarca el recorrido a través del Highway de CCS, la comprensión de los Requerimientos del Negocio (Business Requirements), la evaluación del Balance de Poder (Balance of Power) entre compradores y proveedores, y la construcción de análisis de mercado integrales para finalizar y presentar su estrategia.

Procure-to-Invoice System Administration Certification - Japanese

コースの概要購買から請求システム管理認定コースは、Coupa Coreシステムに関する包括的な理解と、それを効果的に管理・運用するために必要なスキルを提供する目的で設計されています。 本コースでは、P2P (購買から支払い)プロセスの既定のワークフロー、システム設定とカスタマイズ、ユーザープロフィールと権限管理、データの読み込みと管理、システムおよびビジネス支出のモニタリングについて学びます。主なトピックP2P (購買から支払い)ワークフローシステムアクセスの制御システム全体のデータ設定システムカスタマイズの管理トランザクション要素の設定システムおよびビジネス支出のモニタリング 受講者にとってのメリット応用可能な知識とスキルを習得するとともに、修了証およびデジタルバッジも取得できます。このバッジは、専門技術開発への熱心な取り組みの証となり、ソーシャルメディアプラットフォーム上でその成果をアピールすることができます。 このコースの対象者このコースは、システム管理者、システム導入マネージャー、購買担当者などの役割に最適です。

Estratégia de Categorias da Coupa (CCS)

Este curso foca em navegar pelo framework da Estratégia de Categorias da Coupa (Coupa Category Strategy – CCS) para desenvolver estratégias de categoria baseadas em dados. Abrange o percurso pelo Highway do CCS, a compreensão dos Requisitos do Negócio (Business Requirements), a avaliação do Balance of Power entre compradores e fornecedores e a construção de análises de mercado integradas para finalizar e apresentar sua estratégia.

Driving Smarter Decisions with Supply Chain Prescriptions

This learning path equips you with the comprehensive technical skills needed to configure and leverage AI-powered Supply Chain Prescriptions. You will explore your core modeling responsibilities, starting with the essential configuration steps required to set up your project environment and successfully analyze your baseline network data. You will learn to leverage the foundational structure of the AI engine to accurately uncover hidden efficiencies, mitigate revenue at risk, and calculate net cost savings before implementing changes. Additionally, you will discover how to establish precise business rules that filter recommendations, manage the prescription lifecycle, and seamlessly export viable changes directly into your supply chain model. By completing this learning path, you ensure that automated prescriptions provide a reliable, unified foundation that empowers your organization to prevent costly supply chain disruptions and initiate highly precise optimization strategies without relying on external consulting services.

Supply Chain Inventory Optimization Certification (Elearning)

What's this course about? Gain the necessary skills to effectively utilize Supply Chain Guru X Safety Stock Optimization in the Supply Chain Inventory Optimization Certification course. Through hands-on exercises and practical experience, you will learn how to optimize inventory management using Supply Chain Guru X Safety Stock Optimization. You will explore various inventory types and delve into the crucial role of safety stock in mitigating stockouts. You will gain the expertise to align inventory methods with organizational service goals and design scenarios for supply chain optimization. You will also develop the skills to interpret scope and data, resolve basic infeasibility and failure issues, and understand the inputs, outputs, service levels, and constraints involved in Safety Stock Optimization. By the end of this course, you will have a solid foundation for utilizing Coupa Safety Stock Optimization technology and be equipped to make informed decisions that improve service levels and reduce stockouts.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Supply Chain specialists and professionals who want to optimize inventory management to reduce stockouts, improve service levels, and learn about the latest inventory optimization techniques and tools.

Supply Chain Network Optimization Certification (Elearning)

What's this course about?Explore the art of supply chain network optimization with the comprehensive Supply Chain Network Optimization Certification course. In this course, you will dive into Supply Chain Guru X as you uncover foundational aspects and advanced techniques in building and optimizing supply chain models. You will learn how to import external data, group entities, and run scenarios within a single model. Through practical exercises and real-world applications, you'll acquire the essential knowledge and skills needed to excel in supply chain design disciplines such as greenfield analysis, site selection, inventory management, production modeling, and transportation optimization. By the end of this course, you will know how to optimize supply chain networks, make data-driven decisions, and enhance business processes. What's in it for you? Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Supply Chain Managers, Logistics professionals, Operations Analysts, and professionals who want to improve their skills and proficiency in using Supply Chain Guru for supply chain network optimization.

Supply Chain Transportation Optimization Certification (Elearning)

What's this course about? Discover the power of Supply Chain Guru in the Supply Chain Transportation Optimization Certification course. This course will equip you with the essential skills required to effectively optimize transportation networks and build transportation models that align with your specific business objectives. Through engaging hands-on exercises and practical applications, you will learn to navigate the complexities of transportation optimization, including challenges related to business hours and asset constraints. You will gain a deep understanding of the key inputs and outputs of transportation networks, enabling you to make informed decisions and drive efficiency in your supply chain management or transportation operations role. By completing this course, you will demonstrate your expertise in transportation optimization and your ability to optimize transportation operations effectively.What's in it for you? Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Supply Chain Managers, Transportation Operation Managers, and professionals who are responsible for optimizing transportation networks.

Data Guru Foundations Certification (Elearning)

What's this course about? Explore the Data Guru application and its power to effectively manage and optimize data in the supply chain context. This course offers a dynamic learning experience, combining instructional videos and practical exercises to provide you with the knowledge you need to efficiently manage and optimize data within the supply chain context. You will gain a solid understanding of foundational data principles and transformation techniques, focusing on the creation of data blending processes using Data Guru. You will dive into topics such as relationships, data joining, aggregation, and cleansing, and learn to streamline and document your model-building process for improved data management. By the end of this course, you will have the ability to leverage Data Guru for data-driven decision-making and enhance supply chain processes through effective data management techniques. What's in it for you? Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Supply Chain professionals and analysts and for professionals interested in enhancing their knowledge and skills in data management principles and techniques.

Procurement Management and Reporting Certification

What's this course about?The Procurement Management and Reporting Certification course is designed to equip you with the knowledge and skills necessary to effectively manage procurement processes and generate insightful reports using Coupa. Throughout the course, you will learn how to perform day-to-day procurement tasks in the system, collaborate with other business areas, and define the data needed for workflows.Topics includeProcure-to-Pay WorkflowProcurement ConfigurationProcurement Data SetupDay-to-Day ProcurementWhat's in it for you? Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Procurement team members and professionals interested in gaining a comprehensive understanding of procurement management within the Coupa platform.

Invoice Management and Reporting Certification

What's this course about? The Invoice Management and Reporting Certification course is designed to provide you with a comprehensive understanding of the end-to-end invoice workflow and the key components involved in successfully processing invoices from entry to approval for payment. Throughout the course, you will gain the knowledge and skills to navigate the intricacies of invoice management within the Coupa platform.Topics includeProcure-to-Pay WorkflowInvoicing ConfigurationInvoice SubmissionConfigure Coupa’s Invoice WorkflowDay-to-Day Invoice ProcessingWhat's in it for you? Along with gaining transferable knowledge and skills, you will earn a certification credential and receive a digital badge. This badge serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms.Is this course right for you? This course is ideal for roles such as Accounts Payable and Finance team members and professionals involved in invoice management.