p2p Cycle in Oracle Apps r12

7/31/2019 p2p Cycle in Oracle Apps r12

1/16

Procure To Pay Cycle in Oracle Apps R12 (P2PCycle)

Here in this post, I tried to explain the steps involved in Procure toPay Cycle. This is a pure functional Stuff and helps you to understandthe navigation steps.

I tried to keep as simple as Possible for clear understanding. Thescreenshots given below are taken from R12.1.1apps instance.

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.
http://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k3COYjn8I/AAAAAAAAABs/0zEoumlDcMQ/s1600/Item+Navigation.JPG


2/16


3/16

Create a new Requisition for the item viewed in Stage 1.

Click on Distributions to View the charge Account.

Save and Submit for Approval
http://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k31orOvoI/AAAAAAAAACU/yNbSI5EN8nE/s1600/PR+Distribution.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k3sjj__fI/AAAAAAAAACM/uvOlEwrt6-U/s1600/Requisition+New.JPGhttp://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k3hCvYHoI/AAAAAAAAACE/7-oKKOd9m0M/s1600/Requisition+Navigation.JPG


4/16

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.
http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k4Jkd_DXI/AAAAAAAAACk/hdvB20nuQoM/s1600/PR+Navigation.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k39fUlXfI/AAAAAAAAACc/pCbhibM2DvQ/s1600/PR+Approval+initial.JPG


5/16

Here for our example purpose, I kept the submitted and approved

person has same and hence it shows the statusas approved.

To see the approval status, please follow the below navigation.
http://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k4XB0MPhI/AAAAAAAAAC8/YLPEtiLuPPM/s1600/PR+Approval+Navigation.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k4UZFljdI/AAAAAAAAAC0/tGzg393jxkY/s1600/PR+Summary.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k4MNeF-ZI/AAAAAAAAACs/UZCtp8L-5vY/s1600/PR+Query.JPG


6/16

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
http://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k5CBMMhOI/AAAAAAAAADU/KkLLzweTzjA/s1600/Auto+Create+Query.JPGhttp://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k4_QAbchI/AAAAAAAAADM/9nehytUY-2s/s1600/AutoCreate+Navigation.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k4YWvlOLI/AAAAAAAAADE/_ErEh6N2fg8/s1600/PR+Approval.JPG


7/16

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.
http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k7iGQ5pEI/AAAAAAAAAEs/hhaZcgcxjgQ/s1600/PO+Initial.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k5IZgZX0I/AAAAAAAAADk/PME4WHFmLBs/s1600/Auto+Create+New+Doc.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k5GlFrQtI/AAAAAAAAADc/EdiDvCvfJ_E/s1600/Auto+Create.JPG


8/16

Click the Receiving Controls to make sure that the Routing is

made as Direct Routing

Click Save and submit for Approval.
http://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k5j9bxLJI/AAAAAAAAAEE/DznZsjPHoBc/s1600/Approve+PO.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k5h1UfCaI/AAAAAAAAAD8/WTC8UA8XT9U/s1600/Change+Receiving+Control.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k5fClxf5I/AAAAAAAAAD0/zdAJM2LTo-Y/s1600/Change+Shipping.JPG


9/16

Note down the PO Number.

Stage 5: Creation of Receipts

Query with the Purchase order created in the above stage.
http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k5bWx8KuI/AAAAAAAAADs/gBuI6nWXi5U/s1600/Auto+Created+Purchase+Order.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k7AAem5rI/AAAAAAAAAEk/q_HDIeB0Vxs/s1600/Receipts+Navigation.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k5bWx8KuI/AAAAAAAAADs/gBuI6nWXi5U/s1600/Auto+Created+Purchase+Order.JPG


10/16

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
http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k6VipvIwI/AAAAAAAAAEc/rJem-zF47Wk/s1600/Receipt+Header.JPGhttp://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k6SboShjI/AAAAAAAAAEU/AqEjLG3ABy4/s1600/Receipts.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k6NK0pITI/AAAAAAAAAEM/KAqVcFYkS4M/s1600/Query+Receipts.JPG


11/16

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.
http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k8FckERMI/AAAAAAAAAE8/s5naP--uGrk/s1600/On+Hand+Query.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k8DvXghvI/AAAAAAAAAE0/QI5XQzHeEkc/s1600/On+Hand+Navigation.JPG


12/16

Stage 7: Check the Material Transactions

Follow the below Navigation to reach Material Transactions Form

Query for the item and date as below
http://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k8XoGCLAI/AAAAAAAAAFU/F7P8K4FH7Mw/s1600/Find+Transaction.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k8VvY3vUI/AAAAAAAAAFM/hge6WC1KxcA/s1600/Transaction+Navigation.JPGhttp://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k8G3Mp3KI/AAAAAAAAAFE/fvkWZ2Rpaj0/s1600/On+hand+final.JPG


13/16

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 RequestsSubmit the below requests by providing the Receipt number as

Parameter to create an invoice.
http://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k8bO2popI/AAAAAAAAAFk/zm4zNg5vuvw/s1600/Transaction+Serial+Numbers.JPGhttp://1.bp.blogspot.com/_DRLwX6_7UbQ/S-k8ZAtp1MI/AAAAAAAAAFc/9BArHdiTLzo/s1600/Material+Transaction.JPG


14/16

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,
http://4.bp.blogspot.com/_DRLwX6_7UbQ/S-k8yDCM7dI/AAAAAAAAAF0/NAUaw5fDQcg/s1600/Conc+Prog+Status.JPGhttp://2.bp.blogspot.com/_DRLwX6_7UbQ/S-k8wpFg2EI/AAAAAAAAAFs/TRVEh8xPF4c/s1600/Program+Sub.JPG


15/16

Click Actions Button then tick the Validate Check Box and press

Ok to validate the invoice
http://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k9Lo3BvmI/AAAAAAAAAGE/t_LobKcHAyU/s1600/Invoice+Form.JPGhttp://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k9RuRh_5I/AAAAAAAAAGM/H_HIdo9KWi4/s1600/Validate+Form.JPGhttp://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k9JkZt7II/AAAAAAAAAF8/LlibfuDrLaw/s1600/Invoice+Find+Screen.JPGhttp://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k9Lo3BvmI/AAAAAAAAAGE/t_LobKcHAyU/s1600/Invoice+Form.JPG


16/16

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.

Thus the brief description of P2P cycle came to end.
http://3.bp.blogspot.com/_DRLwX6_7UbQ/S-k9Tg8JfiI/AAAAAAAAAGU/O4xA3avXltI/s1600/Invoice+with+Validated+status.JPG