3/17/2017 ProcuretoPay(p2p)R12erpSchools

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Procure to Pay (p2p) R12

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ProcuretoPayprocesswhichisalsoknownasP2PcycleisfollowedbyanyorganizationinanyERPsystemiftheywouldlike

purchaseanyproducts(itcouldrawmaterials,officesupplies,infrastructureetc).Ofcoursewhenthereisapurchasethereshould

beapayment.Thisentireprocessofpurchasingaproductandmakingpaymentforthatproducttosupplieriscalledprocureto

payprocess.

Watchtheprocurepaycyclevideo

Articlewith11iscreenshots:ProcuretoPayCycle11i

Query:ProcuretoPayCycleQuery

ThoughthisprocessisnotspecifictooracleERPsystem,screenshotsshowninthebelowarefromOracleERP.

CreateRequisition

CreatePurchaseOrder

CreateInventoryReceipt

EnterAPInvoice

MakePayment

TransfertoGL

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Enterthebelowinformationlikerequisitiontypeanditemdetailsasshownbelow

EnterQuantityandSaveRequisition.Youcansavetherequisitionnumberatthisstage.

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ClickApprovebuttonandSubmitforApproval

Oncerequisitionisapprovedwewillnotbeabletoopentherequisitionagain.WecanchecktherequisitiondetailsinRequisition

summaryform.

Navigation:PurchasingResponsibility>Autocreate

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EnterrequisitionnumberwhichissavedandhitTABtoensureyourequisitionisvalid.MakesureyouemptytheShipToandBuyer
fieldsasitmightaddunnecessaryconditiontoyoursearchquery.

Onceyoufindtherequisitionselectitbyenablingthecheckboxandchoosethetypeofdocumentyouwanttocreate.Inthis
exampleweareconvertingrequisitionintoStandardPurchaseOrder.YoualsohavetheoptiontoconvertrequisitionintoRFQ.

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Chooseautomaticifyouwishtoconvertthissinglerequisitionintoonepurchaseorder.Choosemanualifyouwanttoaddmultiple

requisitionsintoonepurchaseorder.

Inthebelowscreenyoucanchoosethesupplierandsuppliersite.IfyouskiphereyouwillneedtoenteronPurchaseOrderform
beforeyousubmitPOforapproval.

OnceyouclickonCreatebuttonallrequisitioninformationistransferredtoPurchaseOrderForm.

SelectShipTofieldcarefullyasthisisrequiredtocreateinventoryreceipt/purchasingreceipt.

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ClickApprovebuttonandsubmitforapproval.Assumingthatyouhaveenough$limitoritisapprovedbyconcernedpersonwe

willmoveontonextstep.

NowPObeingsenttoSupplier,wecanexpecttheproductstobedeliveredtous.Onceitems/productsaredeliveredtouswewill
createReceipttorecordthedetailsoftheproductsreceived.

WecancreateReceiptinpurchasingmoduleorinventorymodule.

Navigation:PurchasingResponsibility>Receiving>Receipts

SelecttheorganizationthatyouhaveselectedinShipTofiledofPurchaseorder

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EnterthePurchaseordernumberonfindscreenandfindit.

IfyourPOisfoundthenitwillopenReceiptHeaderandReceiptsform.

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MoveReceiptHeaderformsideandcheckthelineyouwouldliketoreceive.Ifsubinventoryisnotdefaultedautomaticallychoose
subinventoryinwhichyouwouldliketoreceivethemateriallikeFGI,Storesetc.

OnceyouenteralltheinformationMakesuretoSavetheReceipt.

OnceyoucreateareceiptforPOyouwillnotbeallowedtocreateanotherreceiptforthesamePO.Itisallowedonlyincaseof

partialreceipts.

Alongwithitems/productssupplierwillalsosendInvoiceaskingforpayment.

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Navigation:PayablesResponsibility>Invoices>Entry>Invoices

Entertheinformationasperthedocument(Invoice)receivedfromsupplier

OncetheheaderinformationisenteredwewillmatchtheinvoicewithpurchaseorderbyclickingMatchbutton.

EnterPurchaseOrderNumberandFindit.

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OncethePOisfoundselecttheMatchcheckboxandclickMatchbuttonatthebottom.

OncethePOismatchedyoucanseetheTotalamountinGeneralTabasshownbelow.

ClickCalculateTaxbuttontoaddanytaxifitisapplicable.

Thetotalamountonheadershouldbeequaltototaloflineamounts.

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ClickActionsButtonandSelectValidateoption.

MakesureInvoiceisvalidatedcorrectlyasshownbelow.

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AgainclickonActionsbuttonandthistimeselectCreateAccountingoption.chooseFinalPosttosendaccountinginformation

directlytoGLandpost.

Onceaccountingissuccessfulyouwillbegreetedwiththefollowingmessage.

NowinGeneralTabofInvoiceyoushouldbeabletoseetheStatusasbelow.

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Normallyanycompanywillwaitfortheduedatetomakepayment.Ifwechoosetopayaheadalsowecanpayit.

Navigation:ScheduledPayments>Pay..1

Paymentsformwillopenasshownbelow.

EnterPaymentMethodandpaymentprocessprofiledetails

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SaveyourpaymentbyclickingSAVEbutton.

Oncepaymentisdoneweneedtocreateaccounting.

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ClickActionsbuttonandselectFinalPost.

Finally,MakesureyourpaymentisrecordedinViewPaymentstabofyourinvoice.Youmightneedtorequeryyourinvoiceto

seethisinformation.

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Ifyouhaveanyquestions/commentspleaseletusknowinthecommentssection.

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API: GL_FLEXFIELDS _PKG to get the description of GL PO Matching Rules

25 COMMENTS

ram
JUNE 26, 2014 @ 6:39 PM

Inp2p,po,invoice,paymentsarecreatedthantransfertogl,beforehowcanwedeleteparticularpo,invoice,paymennts

channa kumara
JULY 25, 2014 @ 4:24 PM

howtoreceivedpoGRN

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Prudhvi Avuthu
JULY 25, 2014 @ 4:45 PM

WhatdoyoumeanbyGRN?

anil
JULY 31, 2014 @ 10:53 AM

howtocreateablanketpurchaseorderthroughapi

Prudhvi Avuthu
AUGUST 1, 2014 @ 12:50 AM

http://erpschools.com/articles/importingblanketpurchaseagreementsbpa2

T Rajesh
SEPTEMBER 19, 2014 @ 3:55 AM

Hisir,AftercreatingPurchaseorderandalsoitisapproved.soshallwedeletetheapprovedpurchaseorder?

Soumen Ghosh
OCTOBER 10, 2014 @ 3:42 PM

GRNimpliesmaterialreceiptnumber

Padmaleela
OCTOBER 17, 2014 @ 4:52 AM

GRNstandsforGoodsReceiptNote.ItsnothingbutReceiptsinEBS

suneel
NOVEMBER 29, 2014 @ 10:24 AM

howtotransferpayabletogeneralledger

Anil
DECEMBER 16, 2014 @ 10:48 AM

whataretheAccountingEntriesinP2PandO2CCycles.PleaseElobarate.

Atthetimeofreceiving?andDelieveryandScenarios

Hari
JANUARY 10, 2015 @ 4:09 PM

ItsveryhelpfulThanks

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Biti
FEBRUARY 24, 2015 @ 8:11 AM

ASN(AdvanceShipmentNotice)andGRNaresameordifferent?

pardha
MAY 20, 2015 @ 6:05 AM

howcreatepartialreceiptsandhowtocreateanotherreceiptforalreadyreceiptgeneratedpurchaseorder.

Sudhakar
AUGUST 21, 2015 @ 11:55 AM

ItsveryhelpfulThanks

Akshay
SEPTEMBER 15, 2015 @ 10:15 AM

canyoupleaseelaboratetheprocessafterpaymentifany?

Thanks&Regards

AkshayNSatalkar

Prudhvi
SEPTEMBER 15, 2015 @ 8:26 PM

@Akshay,Accountingisthelaststep.AccountingentriesofAPinvoiceandAPPaymentneedtobetransferredtoGL.

vikash Kumar
OCTOBER 14, 2015 @ 7:40 AM

HowtoconnectApmoduletoProjectModule?

vikash Kumar
OCTOBER 14, 2015 @ 7:43 AM

Isthereanydifferencebetween11iandR12P2Pcycle?

Akanksha Prasad
OCTOBER 19, 2015 @ 6:24 AM

Thankuverymuch.

itsreally2helpful

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Akanksha Prasad
OCTOBER 19, 2015 @ 6:26 AM

Canupleaseexplainthefunctionsofmostusefulresponsibilities

Divya
DECEMBER 6, 2015 @ 7:21 PM

Hi,

Canyoupleaseaddtablesinformationalongsidethearticle.

bittu
DECEMBER 28, 2015 @ 10:33 AM

InthePaymentformwindow..wherefromiwillgetthedocumentnumber.

shiva
APRIL 27, 2016 @ 6:38 AM

whywewegettheholds

nachrichten hamburg
JUNE 4, 2016 @ 9:35 PM

VieleNuckelflaschenwerdenausdemKunststoffPolycarbonathergestellt,

darauskannBisphenolAindieMilchbergehenund

vomBabyaufgenommenwerden.

Prince
OCTOBER 6, 2016 @ 3:31 PM

HiPrudhvi,

Thanksforsharingyourknowledge.

Ihave2questionsinthetopicabove.

1.Ifyouenterthesupplierinformationintherequestionwindowthenwhyitisnotdefaultedinthenewdocumentcreation
window?

2.Isthereadifferencebetweenrequesition&RFQ?

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