Related Posts Plugin for WordPress, Blogger...

Procure To Pay Cycle in Oracle Apps R12 (P2P Cycle)

Written By Jagadeesan M on 01 October 2014 |

Procure To Pay Cycle in Oracle Apps R12 (P2P Cycle)

Procure to Pay Cycle. This is a pure functional Stuff and helps you to understand the navigation steps.
I tried to keep as simple as Possible for clear understanding. The screenshots given below are taken from R12.1.1 apps 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.

 



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 à 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.

1 comments:

Sridevi Koduru said...

I am Sridevi Koduru, Senior Oracle Apps Trainer at Oracleappstechnical.com With 8 Yrs Exp on Oracle Apps and 13 Yrs IT Exp Providing Online Training on Oracle Apps Technical, Oracle Apps Financial Functional, Oracle Apps SCM, Oracle Apps HRMS, Oracle Financial for Indian Localization, SQL, PL/SQL and D2K. I have Provided Training for 500+ Professionals Most of them are Working in Real Time now.

Contact for (One to One Personal Online Training) on Oracle Apps Technical, Oracle Apps Financial Functional, Oracle Apps SCM, Oracle Apps HRMS, Oracle Financial for Indian Localization, SQL, PL/SQL and D2K at training@oracleappstechnical.com | sridevikoduru@oracleappstechnical.com | +91-9581017828 | http://www.oracleappstechnical.com

Linkedin profile - http://in.linkedin.com/pub/sridevi-koduru/8b/76a/9b8/

Post a Comment