P2PFLOW

9th J une 2013
Stage 1: Choosingan Item

Let us choose an item to be procured in our example.
Go to PurchasingResponsibility and follow the below navigaon to check for the suitable item.
[http://3.bp.blogspot.com
/_DRLwX6_7UbQ/S-k3COYjn8I/AAAAAAAAABs/0zEoumlDcMQ/s1600/Item+Navigation.J PG]
Procure To Pay(Complete Functional Flow in apps r12)..............
Procure To Pay Cycle in Oracle Apps R12 (P2P Cycle)
Procure To Pay(Complete Functional Flow in apps r12).............. Procure To Pay Cycle inOracl... http://sivajivarma369.blogspot.in/2013/06/procure-to-paycomplete-functional-flow.html
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The itempicked for our example should be purchasable itemas above. Click on tools and choose Categories to view the
below screen.
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Stage 2: Creaon of Requision
Follow the below Navigaon to reach Requision Form.
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Create a new Requision for the item viewed in Stage 1.
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Click on Distribuons to View the charge Account.
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Save and Submit for Approval
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Now note down the Requision number and open the Requision Summary Form to view the status of it. For our
Example, Requision number is: 14855
Stage 3 : Checkingthe Status of Requision
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Query for the Requision Number and click Find.
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Here for our example purpose, I kept the submied and approved person has same and hence it shows the status as
approved.
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To see the approval status, please follow the below navigaon.
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/_DRLwX6_7UbQ/S-k4YWvlOLI/AAAAAAAAADE/_ErEh6N2fg8/s1600/PR+Approval.J PG]

Stage 4 : Creaon of Purchase Order
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For creanga Purchase order, let us use the Autocreate Documents Form. Follow the below Navigaon
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Query for the Requision
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Click on Automacas shown in the above gure to create a Purchase Order
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[http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k5GlFrQtI/AAAAAAAAADc/EdiDvCvfJ _E/s1600/Auto+Create.J PG]

Click on Create buon to create a Purchase order
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View the shipment screen to change the Match Approval Level to 2-Way.
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Click the ReceivingControls to make sure that the Roung is made as Direct Roung
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Click Save and submit for Approval.
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[http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k5bWx8KuI/AAAAAAAAADs/gBuI6nWXi5U/s1600
/Auto+Created+Purchase+Order.J PG]
Note down the PO Number.

Stage 5: Creaon of Receipts
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Query with the Purchase order created in the above stage.
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Check the check box near to the lines that are received and click save.
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Click the Header Buon to view the Receipt Number.
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Stage 6: Checkingthe On Hand
Go to any Inventory Responsibility and follow the below Navigaon
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Query for our Receipt and make sure the Organizaon is the same as we received.
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Below screen will show that our inventory has been increased by 5 quanes.
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Stage 7: Check the Material Transacons
Follow the below Navigaon to reach Material Transacons Form
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Query for the item and date as below
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Below screen shows the source and transacon Type
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Below screen shows you the Serial Numbers of the items received.
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[http://1.bp.blogspot.com/_DRLwX6_7UbQ
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Stage 8: Creaon of Invoice
Navigate to any PurchasingResponsibility and view Requests
Submit the below requests by providingthe Receipt number as Parameter to create an invoice.
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Check the status of the program.
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Stage 9: Checkingthe Invoice
Change to any Payables Responsibility and open the invoices Form.
Query for the Purchase order as below,
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[http://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k9Lo3BvmI/AAAAAAAAAGE/t_LobKcHAyU/s1600/Invoice+Form.J PG]
Click Acons Buon then ck the Validate Check Box and press Ok to validate the invoice
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Below screenshot will give you the status of the invoice
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Stage 10: Creaon of Accounngand Payment
Once invoice got approved, we can Create Accounng and Create Payments via Acon Buon in the Invoice Form
as we validated the invoice.
Thus the brief descripon of P2P cycle came to end.
First lets see what the heading itself means? Procure to Pay means Procuri ng Raw Materi al s required to
manufacture the final or finished Goods to Payi ng the Suppl i er fromwhom the material was purchased. But
this is not just two steps. It involves many steps. Lets see the steps and Oracle Application involved in
changes in 11i and R12 in P2P cycle
Procure to Pay
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performing those steps.
Oracl e Purchasi ng: You enter Suppl i ers of different materials and products you want to purchase to
manufacture a finished good that your organization plans to sell.
1.
Oracl e Purchasi ng: You prepare a Request for Quotati on (RFQ) and send it to different suppliers to get
the best and/or economical price for the product.
2.
Oracl e Purchasi ng: Suppliers sends their quotations and you upload those quotations in Oracle
Purchasing to get the best three quotes and further to get the one best quote.
3.
Oracl e Purchasi ng: You prepare a Purchase Order(PO) against the best RFQ to buy the goods from the
supplier who quoted the suitable price and sends the PO to that supplier
4.
Oracl e Purchasi ng: The supplier receives the confirmation of purchase from PO and ships the ordered
goods. You receive the goods enter aGoods Recei ved Note (GRN) in Oracle Purchasing.
5.
Oracl e Inventory / Oracl e Assets: Its up to you whether you want to receive the goods at your head office
or you Inventory directly. In either case you move the received goods to your different Raw Material
Inventory from Oracle Purchasing to Oracle Inventory and the Item Count increases. If the item is Asset
Type then it will move to Oracle Assets at the time of Invoice creation in Oracle Payables.
6.
Oracl e General Ledger: Once you move the goods to Oracle Inventory, it sends the Material Accounting to
Oracle General Ledger.
7.
Oracl e Payabl es: After this the supplier sends you the invoice for the purchased goods and you Enter or
Match the invoice against the PO from Oracle Purchasing in Oracle Payables. As said before, if the item is
Asset in nature then it will move to Oracle Asset.
8.
Oracl e General Ledger: When you enter the invoice it means that you have created a Liability against that
supplier and also you have recorded the expense incurred or asset purchased. Oracle Payables sends the
invoice accounting to Oracle General Ledger.
9.
Oracl e Payabl es: You pay the invoice and settle the Liability. 10.
Oracl e General Ledger: The liability is settled and your cash movement account is updated. 11.
Oracl e Cash Management: As you pay the invoice Oracle Payables sends the payment information to
Oracle Cash Management for Bank Reconciliation. Once reconciled, Oracle Cash Management sends the
updated Bank/Cash accounting entry to Oracle General Ledger.
12.
Oracl e General Ledger: Your cash at bank is updated with actual balance. 13.
Oracl e Process Manufacturi ng(OPM) / Oracl e Di screte Manufacturi ng(ODM): You start the
manufacturing of your final product. Both OPM or ODM requests the different raw materials from your
inventory organizations and manufactures a finished good.
14.
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Oracl e Inventory: As the raw materials are issued to OPM and ODM the inventory sends the issuing
material accounting to General Ledger and decreases the Item Count from the Raw Material Store. As the
finished good is prepared, Oracle Inventory receives the finished good in Finished Good Store and increase
the Item Count.
15.
Now the final product is ready to be sold in the market.
Posted 9th J une 2013 by Srinivas

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9th J une 2013

Stage 1: Choosingan Item

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