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8/12/2019 P2P Life Cycle With Base Tables1
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Procure-to-Pay (P2P) Cycle
Procure to Pay Life Cycle.
Create requisition
Enter the line details.
Click on the Distributions, Click on Charge account
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Procure-to-Pay (P2P) Cycle
Save
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Procure-to-Pay (P2P) Cycle
As per the above requisition my requisition number is : 143
!!se"ment1 #authori$ation%status & '()C*+PLE,E'select - from po%requisition%headers%all here /E0+E),1 L(E '143' 2 !!E5(/(,(*)%6EA7E%(7 &189;!!
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Procure-to-Pay (P2P) Cycle
CL(C *) * ?5,,*)
!!se"ment1 #authori$ation%status & 'APP*@E7'select - from po%requisition%headers%all here /E0+E),1 L(E '143' 2
,* @A( ,6E /,A,5/ *< A E5(/(,(*) purchasin" vision opertions requisition summary
uery ith a requisition number in the above case it is 143
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Procure-to-Pay (P2P) Cycle
6ere you can see approval status is 'APP*@E7'.
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Procure-to-Pay (P2P) Cycle
6ere e have 3 types of
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Procure-to-Pay (P2P) Cycle
Enter item details # price
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Procure-to-Pay (P2P) Cycle
press shipments !! enter quantity ..etc
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Procure-to-Pay (P2P) Cycle
save or ctrl / # it ill "enerate PE%L**5P%C*7E & ?(7 # 5*,A,(*)%CLA//%C*7E & ?(7!! APP*@AL%E5(E7%
!!select - from po%headers%all here /E0+E),1 L(E '314' A)7 *0%(7 & 94 2 P*%6EA7E%(7 & 119
select - from po%lines%all here P*%6EA7E%(7 & 119 2!! P*%L()E%(7 & 1;481
select - from po%line%locations%all here P*%L()E%(7 & 1;4812 !!L()E%L*CA,(*)%(7 & 991!! /6(P+E),%,>PE
press suppliers button then enter the suppliers from hom you have requested for
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Procure-to-Pay (P2P) Cycle
select - from P*%
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Procure-to-Pay (P2P) Cycle
E),E /5PPL(E A)7 (,E+ 7E,A(L/ A)7
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Procure-to-Pay (P2P) Cycle
save and chan"e the status of a quotation from in process to active .
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Procure-to-Pay (P2P) Cycle
(t ill "ive quotations number and in the same manner enter another quotation received from another supplier(n the above case above quotations number is 19 H 13
!!type%looDup%code & '5*,A,(*)' # /,A,5/%L**5P%C*7E & (HA # PE%L**5P%C*7E & '
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Procure-to-Pay (P2P) Cycle
enter
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Procure-to-Pay (P2P) Cycle(t ill sho list of quotations received place cursor on one of the quotation and pressApprove Entry uotation
)o e have to enter reasons for approval
oD
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Procure-to-Pay (P2P) Cycle
oD
list of all approved quotations can be seen in folloin" tableselect - from P*%5*,A,(*)%APP*@AL/%ALL here L()E%L*CA,(*)%(7 & 941 2
relation is po%line%locations%all table line%location%id
(n order to create Purchase *rder form uatation once a"ain "o to)avi"ation
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Procure-to-Pay (P2P) Cycle
select purchase order type oD
(t ill "enerate a Purchase *rder you can see po number :13
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Procure-to-Pay (P2P) Cycle
/hipments
7istributions
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?ut here po status in incomplete (t should be send for approval
(f you made any chan"es then save it and press Approve button
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oD
)o its status is chan"ed to approved .
!!from%type%looDup%code &'/,A)7A7' # A5,6*(JA,(*)%/,A,5/ & 'APP*@E7' #7*C5+E),%CEA,(*)%+E,6*7 &'C*P>%7*C5+E),'select - from po%headers%all here /E0+E),1 liDe 13 and ord%id & 94 2!! # po%header%id & 11998
select - from po%lines%all here po%header%id & 11998 2 !!po%line%id & 1;483;
!! inspection%required%fla" # receipt%required%fla" ship%to%or"ani$ation%id # closed%code &'open'!!amount%received # amount%billed # amount%cancelled # amount%reKected # amount%accepted
!!5A),(,>%ECE(@E7 # 5A),(,>%ACCEP,E7 # 5A),(,>%EEC,E7 # 5A),(,>%?(LLE7select - from po%line%locations%all here !po%line%id & 1;483; 2 !! line%location%id & 943
!!5A),(,>%7EL(@EE7 # 5A),(,>%?(LLE7 # 5A),(,>%CA)CELLE7 #
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Procure-to-Pay (P2P) Cycleselect - from po%distributions%all here line%location%id & 943 2 !! P*%7(/,(?5,(*)%(7 & 9;94=
)o its time to receive the Purchase ordered "oods . so navi"ation for that is
navi"ation eceivin" eceipts
select inventory or"ani$ation Iour po ship to location as m1 B so select m1 .
oD enter purchase order number and find
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Procure-to-Pay (P2P) Cycle
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,ables effected are as follo .
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!this query to see on hand availability of a stocD
/ELEC, -
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Procure-to-Pay (P2P) CycleC@%,A)/AC,(*)!!
!!/*5CE%7*C5+E),%C*7E # 7E/,()A,(*)%,>PE%C*7E #()/PEC,(*)%/,A,5/%C*7Eselect - from rcv%transactions here P*%6EA7E%(7 &11998 2 !!
!!ECE(P,%)5+ & 93;91 # /6(P+E),%L()E%/,A,5/%C*7Eselect - from rcv%shipment%headers here /6(P+E),%6EA7E%(7 & 484==; 2 2 !!select - from rcv%shipment%lines here /6(P+E),%L()E%(7 & 4841482 !!
select - from +,L%+A,E(AL%,A)/AC,(*)/ here rcv%transaction%id & 4=3333 2rcv%transactions.rcv%transaction%id & +,L%+A,E(AL%,A)/AC,(*)/.rcv%transaction%id
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! fe fields of the thesetables po%line%locations%all #po%distributions%al1 ill "et updated after receipts
!!5A),(,>%ECE(@E7 # 5A),(,>%ACCEP,E7 # 5A),(,>%EEC,E7 # 5A),(,>%?(LLE7select - from po%line%locations%all here line%location%id & 943 2 !!
!! 5A),(,>%ECE(@E7 (/ 5P7A,E7 G(,6 ECE(@E7 5A),(,>
!!5A),(,>%7EL(@EE7 # 5A),(,>%?(LLE7 # 5A),(,>%CA)CELLE7 #select - from po%distributions%all here P*%7(/,(?5,(*)%(7 & 9;94= 2 !! P*%7(/,(?5,(*)%(7 & 9;94=
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Payables > Invoices > Entry > Invoices
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Procure-to-Pay (P2P) Cycle
Enter the supplier, amount , po number and other details
!atch the invoice "ith #eceipt or "ith P$
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press +atch button enter po number and find
ChecD the lines and press +atch button
%alidate Invoice& $pen Invoice > 'ctions...
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Procure-to-Pay (P2P) Cycle
press Actions button and checD validate and oD .
oD no you can see status as a validated .
)o create accountin"
Actions checD Create Accountin" 7raft oD
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Procure-to-Pay (P2P) Cycle
Actions checD Create Accountin" final oD
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query in a table AP%()@*(CE%7(/,(?5,(*)/%ALL ith po%distributions%all . po%distribution%id"et invoice id
!!po%distribution%id #or"%id #invoice%distribution%id 4select - from AP%()@*(CE%7(/,(?5,(*)/%ALL here po%distribution%id & 9;94= 2!! po%distribution%id & 9;94=
!!amount%paid #quicD%po%header%idselect - from AP%()@*(CE/%ALL here invoice%id & 91939 2 !!
select - from AP%()@*(CE%L()E/%ALL here invoice%id & 91939 2
select - from AP%PA>+E),%/C6E75LE/%ALL here invoice%id & 91939 2
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!fields updated in po tables
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Procure-to-Pay (P2P) Cycle!!quantity%billed # amount%billed #closed%code &'closed for invocie'select - from po%line%locations%all here line%location%id & 943 2 !! line%location%id & 943
!!quantity%billed # amount%billedselect - from po%distributions%all here P*%7(/,(?5,(*)%(7 & 9;94= 2
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
select - from MLA%E@E),/ 2select - from MLA%AE%6EA7E/ 2select - from MLA%AE%L()E/ 2
Initiate Payment this can be done in ( "ay either you can do it from invoice form
'ctions>>pay in full >> ok it "ill take you to payments formor you can directly navigate to Payable )ork bench >> payments
*ere "e are doing first "ay
Enter banD details etc... save
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Procure-to-Pay (P2P) CycleActions ChecD Create Accountin" 7raft oD .
oD
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Procure-to-Pay (P2P) CycleActions ChecD Create Accountin"
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Procure-to-Pay (P2P) Cycle
select - from AP%()@*(CE%PA>+E),/%ALL here invoice%id & 91939 2
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Procure-to-Pay (P2P) Cycleselect - from AP%PA>+E),%7(/,(?5,(*)/%ALL here invoice%payment%id & 1;492
select - from AP%()@*(CE%PA>+E),/%ALL here invoice%id & 91939 2
select - from AP%C6EC/%ALL here checD%id & ;;8 2
select - from AP%C6EC%/,*C/%ALL 2
select - from AP%()@%/ELEC,(*)%C(,E(A%ALL here C6EC5)%)A+E liDe ';;8' 2!!checD%stocD%id & 1= 2select - from AP%()@%/ELEC,(*)%C(,E(A%ALL here C6EC%date liDe ';;8' 2
select - from MLA%E@E),/ 2
select - from MLA%AE%6EA7E/ 2select - from MLA%AE%L()E/ 2
)o run ,ransfer Kournal entries to 0L concurrent pro"ram
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Procure-to-Pay (P2P) Cycle
)o e have done ith every thin" last step left to post the entries
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Procure-to-Pay (P2P) Cycle navi"ation "eneral led"er Kournals post query ith banch same or date then select and post done
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Procure-to-Pay (P2P) Cycleselect - from AP%()@*(CE%PA>+E),/%ALL here invoice%id & 91939 2!! 0E, ()@*(CE%PA>+E),%(7&1;49
!!()@*(CE%7(/,(?5,(*)%(7 & 34;; # ()@*(CE%PA>+E),%(7 &1;49/ELEC, - +E),%(7 &1;492!!PA>+E),%6(/,*>%(7 & 18=/ELEC, - +E),%6(/,*>%(7!! AE%6EA7E%(7 & 189=48 # E@E),%(7 & =939select - from MLA%E@E),/ here E@E),%(7 & =9392select - from MLA%AE%6EA7E/ G6EE AE%6EA7E%(7 & 189=48 2select - from MLA%AE%L()E/ here AE%6EA7E%(7 & 189=48 2
select - from 0L%E%?A,C6E/ here name liDe 'NshivN' 2
select - from 0L%E%6EA7E/ here Ke%batch%id & 9=4=184 2
select - from "l%Ke%lines here Ke%header%id in I4;31 #4;31B2
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