P2P functional Flow

Create Purchase Order :

Navigation : Purchasing >requisitions>requisitions

Type : Purchase requisition

Lines Tab >

Enter line item, Qty, Need by date.
Enter the Source as supplier , Supplier name and Site

In the Source Details Tab >

Enter Note to Buyer and Buyer name :

Click on Distribution Tab >

Enter the Charge account details.

Save this record , Purchase requisition number will create. Click on Approve Button.

Once the PR is approved we can verify the status in Requisition summary 

Navigation :  Purchasing > Purchase Order >Purchase Order Summary.

Receiving item / Receipts into Inventory:

Navigation : 

Purchasing>Receiving>Receipts

Enter PO# and Find Receipt window opens. Check on Left side box. Enter the Qty received and Sub inventory. Save the receipt.

Now you can see the Item received in inventory.

Navigation : Purchasing >Receiving >Receiving Transaction summary:

Navigation:

Payables >Invoices>Entry>Invoices

Enter the PO#, Invoice #, Invoice date , Invoice amount and click on Match button.

(Status is Never validated)

Find the receipts for matching window opens. Enter the receipt # and click Find

Match to Receipt window opens. Click on the below check box left side . Enter Qty and click Match and save.

Now click on Match button. Invoice actions window will opens. Check validate and validate related invoices check box and click OK.

Now you can see the status is Validated:

Now click the Actions 1 Button. Invoice actions window opens. Check the Pay in Full and create Accounting check box and click OK.

Payments Window will opens. Enter bank account details, Mode of payments and click on Actions 1 button.

Invoice action window opens. Check Create accounting and select Final post and Click OK.
Confirmation will be displayed.

Now Navigate Purchase Order Summary window in Purchasing and verify the PO is closed.