Oracle P2P Process flow

PROCESS 1. CHOOSING AN ITEM FOR PROCUREMENT

Choosing an item for procurement shall be inventory or fixed asset as the case
may be. But procedures are same in Oracle.
1. Creating the suppliers details are necessary.
2. Go to -->Navigator-->Purchasing-->Supplier
3. Select the “Functions Tab” and Select “Items -->Master Items”.
4. Give details for
A. Organization
B. Item (Code-Which is already created) and give description so that an
user can understand.
C. In Display Attributes Tick “All” instead of “Master” or “ Org”
D. In Main Tab: Give details for “Unit of measure”. This is important to
mention about the Primary,tracking and pricing.
E. In Conversations Select “Both” which includes standard and Item
Specific”
F. “User Item Type” and “Item Status” to be given

5. Click on “Tools” and View “Categories” and check whether the Item and
code is correct and grouped correctly in “Category” column (To be set in “Master” in
“Control Level”).

PROCESS 2: CREATION OF REQUISITION AND STATUS OF THE SAME

1. Go to -->Navigator-->Functions Tab-->Requisitions-->Requisitions
2. Create the requisition with all the details of Supplier available.
3. Operating Unit = Supplier’s Organization
4. Important to note in Requisition Form is
A. Requisition Number
B. Status
C. Currency rate (to report/convert in Functional currency)
D. Units and amount
5. Click “Distributions” for Charge account I.e. Value set (Numbers).
6. Finally “Submit for Approval”
7. The requisition is available in “Requisition Summary Form” in Navigator to
view.
8. In the summary give the Req No. and click “Find”. we can find the “approvals
status” to proceed further for PO.

PROCESS 3: CREATION OF PURCHASE ORDER

1. Go to -->Navigator-->Functions Tab-->Purchase Orders-->Auto Create
2. Give the name of Operating Unit and Req no and click “Find”
3. Important to Note in Purchase order Creation:
A. Action->Create,Doc Type:Standard PO an Click “Automatic”
B. Fill the details including Currency Rate and click “Create”
C. PO number
 D. Click Shipments and Match the approval “2 Way” and click Receiving
Controls and make delivery mode and submit for approval.

PROCESS 4: CREATION OF RECEIPT

1. Go to -->Navigator-->Functions Tab-->Receiving-->Receipts
2. Give the PO Number and click “Find”
3. See the details entered and click “Header” to view the “Receipt Number”

PROCESS 5: CREATION OF INVOICE

1. Go to-->Purchasing Responsibility and view-->Requests

2. Provide the “Receipt Number” click the Status of program.
3. Change it to “Payables Responsibility” and open the “Invoice Form”
4. Validate the Invoice from “Actions-->Validate” and press “ok”
5. Once the status is “Validated” and go for next process for “Approval”
6. Once approved status is done go for “Creation of Accounting” and initiate the
process further to Payment options.

PROCESS 6: MAKING PAYMENT

1. Go to the Invoice window and give the Invoice number and click “Find”
2. Before making payment it will show “Amount Paid:0.00”
3. Click “Action” and select “Pay in Full” option as per the approval.
4. Select the “Bank account and Document” and save the work.
5. To check the paid status, give the invoice number as per step 1 above and find
the amount paid as per the Step 2 above. (Now the amount will be mentioned)