Procure to Pay Cycle Process/steps for Automation
1) Create Purchase Item
2) Create Quotation/BPA for that Item
3) Create Sourcing Rules & Sourcing Assignment, enable below profiles:
MRP: Default Assignment Set => Define with desired Assignment Set
PO: Automatic Document Sourcing => Yes
4) Define Positions/Jobs/Approval Groups/Approval Assingments
5) Set the Workflow Item Attributes
- Is Automatic Creation Allowed? = Yes (*This is the PO Create Documents workflow*)
- Is Automatic Approval Allowed? = Yes (*This is the PO Create Documents workflow*)
- Send PO Autocreation to Background? = No (*This is the Requisition approval workflow*)
NAME Value ITEM_TYPE ATTRIBUTE AUTOCREATE_DOC Y CREATEPO Is Automatic
Creation Allowed?
AUTO_APPROVE_DOC Y CREATEPO Is Automatic Approval Allowed?
CONT_WF_FOR_AC_REL_GEN Y CREATEPO Should Workflow Create The Release?
GROUPING_ALLOWED_FLAG Y CREATEPO Is Grouping of Requisition Line Allowed?
INCLUDE_NON_CATALOG_REQ_FLAG N CREATEPO Should non-catalog requests be autocreated from contract? SEND_CREATEPO_TO_BACKGROUND Y REQAPPRV Send PO Autocreation to Backgroun USE_CONTRACT_FLAG N CREATEPO Should Contract be used to autocreate Doc?
6) Create Supplier and Supplier Site, navigate to Suppliers > Purchasing and click on Self billing , select Pay on Receipt for that Site Set the profile *PO: ERS Invoice Number Prefix* to "ERS"
7) Create Requisition for item that is created in step 1 and submit for approval
8) Since Item has sourcing documents , PR will be converted to PO automatically
9) Based on Approvals groups/assignments PO will be approved
10) Receive the PO
11) System will automatically create Invoice
Above steps are adopted from ittoolbox
1) Create Purchase Item
2) Create Quotation/BPA for that Item
3) Create Sourcing Rules & Sourcing Assignment, enable below profiles:
MRP: Default Assignment Set => Define with desired Assignment Set
PO: Automatic Document Sourcing => Yes
4) Define Positions/Jobs/Approval Groups/Approval Assingments
5) Set the Workflow Item Attributes
- Is Automatic Creation Allowed? = Yes (*This is the PO Create Documents workflow*)
- Is Automatic Approval Allowed? = Yes (*This is the PO Create Documents workflow*)
- Send PO Autocreation to Background? = No (*This is the Requisition approval workflow*)
NAME Value ITEM_TYPE ATTRIBUTE AUTOCREATE_DOC Y CREATEPO Is Automatic
Creation Allowed?
AUTO_APPROVE_DOC Y CREATEPO Is Automatic Approval Allowed?
CONT_WF_FOR_AC_REL_GEN Y CREATEPO Should Workflow Create The Release?
GROUPING_ALLOWED_FLAG Y CREATEPO Is Grouping of Requisition Line Allowed?
INCLUDE_NON_CATALOG_REQ_FLAG N CREATEPO Should non-catalog requests be autocreated from contract? SEND_CREATEPO_TO_BACKGROUND Y REQAPPRV Send PO Autocreation to Backgroun USE_CONTRACT_FLAG N CREATEPO Should Contract be used to autocreate Doc?
6) Create Supplier and Supplier Site, navigate to Suppliers > Purchasing and click on Self billing , select Pay on Receipt for that Site Set the profile *PO: ERS Invoice Number Prefix* to "ERS"
7) Create Requisition for item that is created in step 1 and submit for approval
8) Since Item has sourcing documents , PR will be converted to PO automatically
9) Based on Approvals groups/assignments PO will be approved
10) Receive the PO
11) System will automatically create Invoice
Above steps are adopted from ittoolbox
