Connector concept Operations
Coupa
Prepare a purchasing exception brief with the evidence a reviewer needs to decide.
Explore the conceptPurchase request
Budget context
Policy excerpt
CoupaSource context
Human review
A practical scenario
A requester needs to justify an unusual purchase. Assemble the business purpose, budget assumptions and relevant policy clause into a review brief that leaves the approval decision explicit.
Source material to consider
- Purchase request
- Budget context
- Policy excerpt
Before designing a connection
Keep request, approval and purchase stages separate; a drafted justification does not authorize spending.