Learning Journey

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.

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.

Navigate Sourcing, Contracts, and the CSP in Coupa

This learning path shows how Coupa's source-to-contract products support the start of your spend journey. You will explore sourcing and contracts and learn how each connects into a single, unified way to choose suppliers and manage agreements. You will also discover the Coupa Supplier Portal (CSP), where suppliers register and keep their details current, and see how the supplier side joins the same connected flow. By completing this path, you understand Coupa's source-to-contract breadth and move from newcomer to confident user.

Navigating Coupa for Accounts Payable Success

This learning path shows you how Coupa supports the accounts payable team as part of your company's wider spend management work. You will learn the main parts of AP in Coupa, such as requisitions, purchase orders, invoices, and the chart of accounts, and see how they fit together. You will also find out how to handle non-PO invoices, work with more than one currency, and set budgets with confidence. Next you will learn how to manage business spend through payments, so money moves smoothly from approval to the moment it is paid. You will then explore where finance fits within Coupa's full source-to-pay range, and how each product joins up into one clear way to manage spend. By the end, you will understand both the day to day work of accounts payable in Coupa and the bigger spend picture, so you can move from doing the tasks to helping shape the plan.

Driving Finance Value with Coupa AI

This learning path shows you how Coupa's AI for finance turns everyday spend management into a real source of value. You will start with the wider Coupa AI framework and the ideas behind modern AI, then explore the Navi agentic ecosystem and see how conversational tools and connected agents take over slow, manual work and run it quickly and automatically. You will also learn how AI agents give you a live view of spend, build reports from plain language questions, and let SpendGuard spot risks such as fraud or duplicate payments before they cause harm. You will then learn how to set Coupa AI up and run it well, from accepting the terms and turning on AI features to managing user roles, tracking AI credits, and keeping proper control across your organization. By the end, you will know both how to use Coupa AI in your daily finance work and how to manage it responsibly, so you can move from a tactical operator to a strategic orchestrator.

Navigating Foundational Coupa Procurement Capabilities

Equip yourself with the essential knowledge and practical skills required to effectively navigate and utilize core Coupa procurement solutions. Designed specifically for Procurement Managers, this foundational learning journey builds a well-rounded expertise across the end-to-end source-to-pay ecosystem. Throughout this series of self-paced courses, you will explore Coupa’s core suite capabilities, integrate sustainable ESG practices and supplier diversity into daily spend, leverage the Coupa Supplier Portal (CSP) for seamless vendor collaboration, manage buy-side contracts to track spend, and utilize inventory management features to maintain operational oversight. Completing this journey prepares you to streamline procurement processes, drive sustainable spend behaviors, and maximize value across your organization.

Driving Procurement Value with Coupa AI

Empower your procurement team to transition from tactical execution to strategic, AI-driven value creation with Coupa AI. Designed for Procurement Managers, this learning journey walks you through the essential administrative workflows required to enable and manage Coupa AI in your instance, including credit monitoring and role provisioning. You will gain a deep understanding of Coupa’s Navi agentic ecosystem and learn how to leverage domain-specific AI agents to automate manual sourcing workflows, convert unstructured text into compliant requisitions, and accelerate complex supplier bid comparisons. By completing this journey, you will unlock the tools and strategies needed to orchestrate autonomous workflows and drive strategic business outcomes across your procurement organization.

Administering Coupa Core Solutions

Build core technical expertise to administer, integrate, and optimize Coupa's source-to-pay platform, risk programs, supplier portal, and analytics. Objectives Gain a foundational understanding of key Coupa products and core platform concepts across the end-to-end source-to-pay process. Configure, maintain, and execute technical system administration tasks within your organization's Coupa instance. Onboard and collaborate with suppliers effectively using the features and payment functionalities of the Coupa Supplier Portal. Design, test, and secure system integrations using Coupa’s technical architecture methodology and documentation. Build custom reports, interactive dashboards, and multi-domain risk assessment programs to drive data-informed procurement decisions.

Leading Strategic Transformation with Coupa AI

Position yourself as a transformational leader capable of driving enterprise-wide innovation with Coupa AI. Designed for AI Transformation Leaders and senior leadership, this comprehensive learning journey provides the strategic frameworks and operational expertise required to champion AI adoption across procurement, finance, and supply chain management. Throughout this pathway, you will learn to manage foundational Coupa AI instance settings, orchestrate specialized Navi agents to automate end-to-end workflows, and leverage natural language and neuro-symbolic reasoning to unlock real-time spend visibility and scenario analysis. Furthermore, you will master the ROI metrics, value articulation strategies, and business case justification needed to overcome scaling barriers and establish a unified AI platform strategy that delivers sustainable business impact.

Managing Risk with the Coupa Platform

This learning journey equips professionals to mitigate spend risk, ensure compliance, and optimize operational performance across the Coupa platform using AI insights, automated analytics, and risk assessments. Learning Journey Objectives: Leverage AI-driven insights within Coupa Spend Guard to identify, review, and resolve suspicious financial transactions in real time.Design, configure, and administer multi-domain supplier risk assessment programs to evaluate third-party vulnerabilities and safeguard business operations.Build customized dashboards and analytical reports to interpret complex spend data and drive actionable, data-informed decisions.Configure contract settings and records to track contract-backed spend, ensure compliance, and integrate across the broader Coupa platform ecosystem.Manage operational workflows and vendor interactions by utilizing core Coupa Supplier Portal and administration settings.

Elevating Your P2P Success

Elevating your P2P success with Coupa means seamlessly integrating guided user intake, compliant electronic invoicing, and advanced platform automation into a unified procurement strategy. This comprehensive learning journey equips you with the skills to structure intuitive buying channels, enforce No PO, No Pay budget boundaries, foster digital supplier collaboration, and configure dynamic approval workflows from start to finish. By completing this series, you will maximize user adoption, eliminate manual processing friction, and maintain complete financial governance across your entire P2P lifecycle.

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.

Mastering Supply Chain Design Foundations

This learning journey provides a comprehensive foundation in supply chain network design, guiding learners from strategic modeling and multi-period optimization to safety stock positioning and baseline validation using hands-on simulation tools.

Coupa Unlocked: Suite Navigation & Harnessing Navi

This learning path provides an overview of how Coupa's extensive range of products can contribute to your organization's total spend management journey. You will explore the products that support you across source-to-pay, learning how each one fits and how they connect into a single, unified approach to managing spend. You will also discover the power of Coupa's specialized, domain-specific AI and how it transforms traditional spend management into a strategic advantage. You will examine the pillars of modern AI and the Navi agentic ecosystem, learning how conversational interfaces and agent orchestration replace complex manual workflows with rapid, automated execution. By completing this path, you understand both the breadth of Coupa's products and the intelligence that moves you from tactical operator to strategic orchestrator.

Exploring the Coupa Ecosystem: Products and Solutions

Coupa Products & Solutions: A Foundational Overview This learning journey provides a high-level introduction to the Coupa product suite and its core functionality. It is designed to help learners visualize the “big picture” of the platform, exploring how various solutions, from Sourcing to Invoicing, connect to form a cohesive ecosystem that drives business value. This learning journey contains 2 courses: Navigating Coupa for Procurement Success Maximizing Value with Coupa Navi Agents Goals Identify core Coupa products and explain their role in the end-to-end business process. Understand the concept of Suite Synergy and how data flows across different solutions. By the end of this learning journey, you will be able to: Map the high-level flow of the Source-to-Invoice (S2I) and Procure-to-Invoice (P2I) processes. Explain the fundamental relationship between Sourcing, Contracts, Procurement, and Invoicing. Describe the role of Supplier Management and the Coupa Supplier Portal (CSP) within the ecosystem.

Managing RPMA Workflows and Configurations

Unlocking a unified platform experience with RPMA means seamlessly embedding third-party risk management directly into your standard supplier onboarding process. This comprehensive learning journey equips you with the skills to design, automate, and govern a robust third-party risk strategy from start to finish, ensuring vulnerabilities are evaluated before a contract is ever signed.

Managing Supply Chain Network Optimization Solutions

This learning journey covers the end-to-end fundamentals of designing, building, and solving strategic supply chain network models, bridging mathematical optimization with real-world operational constraints.

Leveraging Webhooks, MCP, and Embedded UI Assistants

This learning journey covers the advanced technical architecture and integration capabilities needed to modernize your enterprise spend management ecosystem using Coupa's modern developer platform. Learners will explore how to transition to event-driven architectures with Webhooks and Data Streaming, securely connect external AI agents via the Model Context Protocol (MCP) Server, and extend standard application workflows using Embedded UI Assistants and the Open Assistant Framework. By mastering these interconnected technical layers, system administrators, integration engineers, and technical architects will gain the expertise required to eliminate data latency, deploy intelligent agentic workflows, and build seamless, context-aware user experiences across their enterprise systems.

Mastering Supply Chain Inventory Optimization Solutions

The Mastering Supply Chain Inventory Optimization Solutions learning journey is a six course curriculum that builds end-to-end expertise in inventory management and Multi-Echelon Inventory Optimization (MEIO) using Supply Chain Modeler. It guides learners from foundational inventory types and demand classification through MEIO concepts, service type configurations, and constraint troubleshooting. The learning journey concludes with hands-on scenario modeling and capstone labs to balance working capital, service levels, and total supply chain costs.