IP Library Granted Patent US 10,664,802
Granted Patent B1
US 10,664,802 · App. 15/589,984 · Granted May 26, 2020

Automatically generating invoices from contracts in a procurement system

Inventor: Donna Wilczek (San Mateo, CA)
Assignee: COUPA SOFTWARE INCORPORATED
G06Q10/10G06Q10/083G06Q10/107G06Q50/01
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Quick Facts
Patent No.
US 10,664,802
App. No.
15/589,984
Granted
May 26, 2020
Kind
B1
Abstract

An improved procurement system and method are provided. The improved procurement system comprises: a memory having stored therein an account of a first entity, the account associated with a first computer and comprising contract data associated with a first entity and a contract terms included in a contract between the first entity and a second entity, wherein the second entity is not associated with the account; one or more processors; a non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to perform: generating a Contract Order Document from the contract data associated with the first computer, the Contract Order Document being an electronic document comprising a portion of the contract data and a selectable user interface element that, when selected by a second computer associated with the second entity, generates an instruction to generate a first document; sending, via a network, the Contract Order Document to the second computer; receiving, in response to the Contract Order Document, the instruction from the second computer to generate the first document; obtaining, in response to the instruction and from the account of the first computer, at least a portion of the contract terms included in the contract between the first entity and the second entity; generating the first document using the at least the portion of the contract terms obtained from the account of the first computer; sending, via a network, the first document to the second computer.

Claims (36)

1. An improved procurement system comprising:

a memory having stored therein an account of a first entity, the account associated with a first computer and comprising contract data associated with a first entity and a contract terms included in a contract between the first entity and a second entity, wherein the second entity is not associated with the account;

one or more processors;

a non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to perform:

generating a Contract Order Document from the contract data associated with the first computer, the Contract Order Document being an electronic document comprising a portion of the contract data and a selectable user interface element that, when selected by a second computer associated with the second entity, generates an instruction to generate a first document;

sending, via a network, the Contract Order Document to the second computer;

receiving, in response to the Contract Order Document, the instruction from the second computer to generate the first document;

obtaining, in response to the instruction and from the account of the first computer, at least a portion of the contract terms included in the contract between the first entity and the second entity;

generating the first document using the at least the portion of the contract terms obtained from the account of the first computer;

sending, via a network, the first document to the second computer.

2. The system of claim 1 , wherein the non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to further perform receiving log in information from the first computer associated with the first entity.

3. The system of claim 1 , wherein the non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to further perform generating the first document without receiving log in information from the second computer.

4. The system of claim 1 , wherein the contract is generated as a templatable contract having one or more fillable fields for proving the contract terms.

5. The system of claim 1 , wherein the first document comprises a time sheet, an invoice, a receipt, or a shipping notification.

6. The system of claim 1 , wherein the non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to further perform prompting the second computer to provide information as part of the instruction, and including the information in the first document.

7. The system of claim 1 , wherein the first document is modifiable by the second computer.

8. The system of claim 1 , wherein the non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to further perform restricting modifications to the first document according to the contract terms.

9. The system of claim 1 , wherein the non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to further perform submitting the first document from the second computer to the first computer.

10. The system of claim 1 , wherein the non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to further performs sending the Contract Order Document via email, social media, or a messaging application.

11. An improved procurement method comprising:

storing in a memory, an account of a first entity, the account associated with a first computer and comprising contract data associated with a first entity and a contract terms included in a contract between the first entity and a second entity, wherein the second entity is not associated with the account;

using the first computer, generating a Contract Order Document from the contract data associated with the first computer, the Contract Order Document being an electronic document comprising a portion of the contract data and a selectable user interface element that, when selected by a second computer associated with the second entity, generates an instruction to generate a first document;

using the first computer, sending, via a network, the Contract Order Document to the second computer;

using the first computer, receiving, in response to the Contract Order Document, the instruction from the second computer to generate the first document;

using the first computer, obtaining, in response to the instruction and from the account of the first computer, at least a portion of the contract terms included in the contract between the first entity and the second entity;

using the first computer, generating the first document using the at least the portion of the contract terms obtained from the account of the first computer;

using the first computer, sending, via a network, the first document to the second computer.

12. The method of claim 11 , further comprising receiving log in information from the first computer associated with the first entity.

13. The method of claim 11 , further comprising generating the first document without receiving log in information from the second computer.

14. The method of claim 11 , wherein the contract is generated as a templatable contract having one or more fillable fields for proving the contract terms.

15. The method of claim 11 , wherein the first document comprises a time sheet, an invoice, a receipt, or a shipping notification.

16. The method of claim 11 , further comprising prompting the second computer to provide information as part of the instruction, and including the information in the first document.

17. The method of claim 11 , wherein the first document is modifiable by the second computer.

18. The method of claim 17 , further comprising restricting modifications to the first document according to the contract terms.

19. The method of claim 11 , further comprising submitting the first document from the second computer to the first computer.

20. The method of claim 11 , further comprising sending the Contract Order Document via email, social media, or a messaging application.

Assignments (2)
SECURITY INTEREST Recorded Feb 28, 2023
From: COUPA SOFTWARE INCORPORATED; YAPTA, INC.
To: SSLP LENDING, LLC
Reel/Frame 062887/0181 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 23, 2017
From: WILCZEK, DONNA
To: COUPA SOFTWARE INCORPORATED
Reel/Frame 042802/0040 →
Continuity (1)
Provisional Application 62333746 · May 9, 2016