Procure to Pay (P2P) Cycle Part2

Once the Requisition is approved, you will not able to open the same requisition again but we can check the requisition status and details from Requisition summary form.

Navigation: Purchasing, Vision Operations (USA) ---> Requisitions ---> Requisition Summary

By clicking Find button, you can check the status and line level details of that particular requisition.

To see the history of that particular requisition,

Tools ---> View Action History

You can cancel the requisition.

Tools ---> Control

The tables affected with this requisition creation are:

SELECT * FROM PO_REQUISITION_HEADERS_ALL WHERE SEGMENT1='14308';

SELECT * FROM PO_REQUISITION_LINES_ALL WHERE REQUISITION_HEADER_ID=181210;

SELECT * FROM PO_REQ_DISTRIBUTIONS_ALL WHERE REQUISITION_LINE_ID=208398;

SELECT * FROM PO_ACTION_HISTORY WHERE OBJECT_ID=181210;

RFQ (Request for Quotation):

Once the Requisition is approved, Preparer will prepare the RFQ document and will send to different suppliers. Suppliers may or may not respond for this RFQ and they will send their Quotations.

There are 3 types of RFQ documents.

•  Bid RFQ: Fixed quantity and no Price Breaks (Discounts). E.g.: Servers, Building acquisition.
•  Catalog RFQ: Regularly used, large number of quantity and Price Breaks are available. E.g.: Milk products, water etc. . . .
• Standard RFQ: Not very often and Discounts information at different quantity levels. E.g.: Laptops, Electronic devices etc. . . .

Terms and Conditions: While creating the RFQ document, we need to choose Terms and Conditions. We can enter this data by clicking Terms button.

Payment Terms: When Organization is making the payment and Interest rates.

Fright Terms: Who is bearing the Transportation charges whether Buyer or Supplier.

FOB (FreeOnBoard): Responsibility of materials damage or any missing quantity.

Carrier: Transportation Company details.

Navigation: Purchasing, Vision Operations (USA) ---> RFQ’s and Quotations ---> RFQ’s

Enter the RFQ details as below. You can enter price breaks (discounts) for Catalog RFQ and Terms.

Enter discounting information by clicking Price Breaks button.

Attach the suppliers to send this RFQ document them by clicking Suppliers button and save your data and copy RFQ number for further use.

The tables affected with this RFQ creation are:

SELECT * FROM PO_HEADERS_ALL WHERE SEGMENT1='309' AND TYPE_LOOKUP_CODE='RFQ';

SELECT * FROM PO_LINES_ALL WHERE PO_HEADER_ID=110347;

SELECT * FROM PO_LINE_LOCATIONS_ALL WHERE PO_LINE_ID=173275;

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Download P2P Cycle in PDF format