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P To P Process

The document outlines 10 stages in a procurement process: 1) choosing an item, 2) creating a requisition, 3) checking requisition status, 4) creating a purchase order, 5) creating receipts, 6) checking inventory, 7) checking material transactions, 8) creating an invoice, 9) checking the invoice, and 10) creating accounting entries and payments. Navigation steps are provided for each stage, such as querying for documents and clicking buttons to change statuses and view screens. The goal is to walk through the full procurement lifecycle from initial item selection to final payment.

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MalleshGolla
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102 views28 pages

P To P Process

The document outlines 10 stages in a procurement process: 1) choosing an item, 2) creating a requisition, 3) checking requisition status, 4) creating a purchase order, 5) creating receipts, 6) checking inventory, 7) checking material transactions, 8) creating an invoice, 9) checking the invoice, and 10) creating accounting entries and payments. Navigation steps are provided for each stage, such as querying for documents and clicking buttons to change statuses and view screens. The goal is to walk through the full procurement lifecycle from initial item selection to final payment.

Uploaded by

MalleshGolla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Stage 1: Choosing an Item

Let us choose an item to be procured in our example.


Go to Purchasing Responsibility and follow the below navigation to check for the suitable item.
The item picked for our example should be purchasable item as above. Click on tools and choose
“Categories” to view the below screen.
Stage 2: Creation of Requisition

Follow the below Navigation to reach Requisition Form.


Create a new Requisition for the item viewed in Stage 1.
Click on Distributions to View the charge Account.

Save and Submit for Approval


Now note down the Requisition number and open the “Requisition Summary Form” to view the status
of it. For our Example, Requisition number is: 14855

Stage 3 : Checking the Status of Requisition


Query for the Requisition Number and click Find.
Here for our example purpose, I kept the submitted and approved person has same and hence it
shows the status as approved.

To see the approval status, please follow the below navigation.


Stage 4 : Creation of Purchase Order

For creating a Purchase order, let us use the “Autocreate Documents” Form. Follow the below
Navigation
Query for the Requisition
Click on Automatic as shown in the above figure to create a Purchase Order

Click on “Create” button to create a Purchase order


View the shipment screen to change the “Match Approval Level” to “2-Way”.
Click the “Receiving Controls” to make sure that the “Routing” is made as “Direct Routing”

Click Save and submit for Approval.


Note down the PO Number.
Stage 5: Creation of Receipts

Query with the Purchase order created in the above stage.


Check the check box near to the lines that are received and click save.
Click the “Header Button” to view the Receipt Number.

Stage 6: Checking the On Hand

Go to any Inventory Responsibility and follow the below Navigation


Query for our Receipt and make sure the Organization is the same as we received.
Below screen will show that our inventory has been increased by 5 quantities.
Stage 7: Check the Material Transactions

Follow the below Navigation to reach “Material Transactions” Form


Query for the item and date as below
Below screen shows the source and transaction Type

Below screen shows you the Serial Numbers of the items received.
Stage 8: Creation of Invoice

Navigate to any Purchasing Responsibility and view  Requests


Submit the below requests by providing the Receipt number as Parameter to create an invoice.
Check the status of the program.
Stage 9: Checking the Invoice

Change to any Payables Responsibility and open the invoices Form.

Query for the Purchase order as below,


Click “Actions” Button then tick the “Validate Check Box” and press “Ok” to validate the invoice
Below screenshot will give you the status of the invoice
Stage 10: Creation of Accounting and Payment

Once invoice got approved, we can “Create Accounting” and “Create Payments” via “Action” Button in
the “Invoice Form” as we validated the invoice.

Default Accounting entries derive details.

http://oracleapps88.blogspot.com/2011/06/setup-and-defaulting-of-accounts-in.html

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