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Procurement

The document discusses the procure to pay cycle which involves purchase requisition, quotation request, purchase order creation, and invoice payment. It provides details on creating purchase requisitions, adding line items, managing approvals, and converting requisitions to purchase orders. It also covers purchase order scheduling, receipt routing, and invoice matching options.

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Achinthya Dinoli
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28 views10 pages

Procurement

The document discusses the procure to pay cycle which involves purchase requisition, quotation request, purchase order creation, and invoice payment. It provides details on creating purchase requisitions, adding line items, managing approvals, and converting requisitions to purchase orders. It also covers purchase order scheduling, receipt routing, and invoice matching options.

Uploaded by

Achinthya Dinoli
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Understanding Self Service Procurement

Procure to Pay Cycle (P2P)

PROCURE TO PAY CYCLE – PURCHASE REQUEST > PAYMENT FOR THE PURCHASE
PR > QUATATION REQUEST > SUPPLIER (EX: ABANS, SINGER, SAMSUNG) > QUOTATION
BASE > NEGOTIATION > PO

Purchase Requisition Creation


Procurement > Purchase Requisition > Shop By Category (Catalog items)>

More Tasks > (Shop By non-catalog items)


Enter Requisition Line >

Line types – Goods


Fixed Price
LCM Charges (Landed Cost)
Rate Base Services
Fill the above details and add to the cart.

Add to cart > Review >


Edit Requisition > Manage approval > Submit

 Requester – typically the person who logged in.


 Deliver to location – default location for items to be delivered for the requisition lines that you
raised.
 Destination Types - Expense (you can select project info. This info only applies when
destination type is this. On hand not up)
Inventory (you can select sub inventory. Where to store. On hand up)
 Billing – projects (these only apply when the destination type is expenses)
favorite charge accounts.

Manage Requisitions > Search

Purchase Order Creation


PO Auto Creation from PR
Procurement > Purchase Order > Tasks > Process Requisition > Search >

Select the lines to create the PO > Add to Document Builder


Go to Restore Pane > Edit > Create >
Select Supplier Details

Go to Line Details > Select Subinventory (If the Destination type is inventory)
Go to Schedules >

Match Approval Level

2way Inv price <= Ordered price


Inv quantity Ordered qty

3way Inv price <= Ordered price


Inv quantity Ordered qty
Received qty

4way Inv price <= Ordered price


Inv quantity Ordered qty
Received qty
Accepted qty (Inspection)

- Received Qty (inv receipt qty)

Receipt Routing (How goods are receiving)

Direct Delivery 1 step > goods receive 2way , 3way


Directly onhand up
Standard Delivery 2 step > receive , 2way , 3 way
putaway(deliverd)
Inspection Required Receive,inspection,putaway 2way, 3way, 4way

*If you are using 4away inspection required is mandatory.


*If the requested delivery date has passed, warning will appear

Invoice Match Option (Does the invoice match the order or the receipt?)

When status is incomplete PO output is DRAFT

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