Fusion Procure To Pay Cycle
Procure to Pay Cycle
Table of Contents
Review Supplier Details from Back-end 24
Backend Review – Requisition 35
Procurement Approval Management 39
Create New Employee
Two options:
- Assign access to an existing employee
- Create new employee and assign access
Reset User Password
User Name: P2P.P2P
After create an employee, reset user password and assign access
To Reset Password Access “Security Console”
Note: To access Security Console User should have roles of:
- IT Security Manager (access Security Console access)
- Application Implementation Consultant
Search for User P2P.P2P
Select “Reset Password”
Assign User Roles
Now assign following roles to new user
- IT Security Manager (access Security Console access)
- Application Implementation Consultant
Synchronization Process
Standard Process to update User Account and Roles Synchronization.
Access new users P2P.P2P
Setup Employee as Buyer
Now Configure New employee as Buyer
Select Setup & Maintenance 🡪 Select Manage Procurement Agent
Select “+”
Access details to allow different type of documents & other buyers shared access
| PO Module | AP Module | GL Module |
| Requisition | ||
| RFQ | ||
| Quotation | ||
| Purchase Order | ||
| Receipt |
Procurement Roles
Roles only allow access to application but not allow to access Data
- Advanced Procurement Requestor
- Category Manager RFQ and Quotations
- Procurement Manager Purchase Orders
- Supplier Manager Manage Suppliers
- Buyer Create a PO
Search for User P2P
Select “Edit” and Add Role
Assign Buyer
Assign Supplier Manager
Following access are now available for User under Procurement
Data Security
To access data, data security has to assign to user.
Navigate to “Setup and Maintenance”
Select Task “Manage Data Access for Users”
After Assign access to User run standard program “Run User and Roles Synchronization Process”
Validate Access
Supplier Access
Create New Supplier
Supplier Hierarchy
Profile 🡪 Addresses 🡪 Contacts 🡪 Qualifications
Business Relationship
There are two types of Business Relationship for Suppliers
- Prospective 🡪 Not allow to create Sites. Only for Requisition but not for Spent
- Spend Authorized 🡪 Allow to create sites and spent
Prospective Supplier
Spend Authorized
Create new site
Select “Autocreate Assignments”
There is not active contacts.
Select “Create User Account” for Supplier
Review Supplier Details from Back-end
Review table structure using following URL
Select Fusion Applications and Procurement
 |
 |
Supplier Number: 1469
Reports and Analytics
(N) Tools 🡪 Reports and Analytics
Browse Catalog
SELECT *
FROM POZ_SUPPLIERS PS
WHERE PS.SEGMENT1 = ‘1469’
SELECT SEGMENT1 PS, HP.PARTY_NAME
FROM
POZ_SUPPLIERS PS,
HZ_PARTIES HP
WHERE PS.SEGMENT1 = ‘1469’
AND PS.PARTY_ID = HP.PARTY_ID
Create Requisitions
Navigate Procurement 🡪 Purchase Requisitions
Update Requisition Preferences
Requisition Document has three level
- Header
- Lines
- Distribution
Review Requisition
Review Approvals using option “Manage Approvals”
Auto Approval
Backend Review – Requisition
SELECT *
FROM POR_REQUISITION_HEADERS_ALL PRH
WHERE PRH.REQUISITION_NUMBER = ‘204218’
Extract Requisition Lines
SELECT *
FROM POR_REQUISITION_LINES_ALL PRH
WHERE PRH.REQUISITION_HEADER_ID = ‘300000271289355’
Requisition Line ID : 300000271289356
SELECT *
FROM POR_REQ_DISTRIBUTIONS_ALL PRH
WHERE PRH.REQUISITION_LINE_ID = ‘300000271289356’
Code Combination: 300000047304457
SELECT *
FROM GL_CODE_COMBINATIONS
WHERE CODE_COMBINATION_ID = ‘300000047304457’
Procurement Approval Management
Setup 🡪 Procurement 🡪 Approval Management
Preapproval
PO Query
SELECT
PHA.SEGMENT1 PONo,
PAH.PERFORMER_ID,
PPN.FULL_NAME EmpName,
PAH.ACTION_CODE
FROM PO_HEADERS_ALL PHA,
PO_ACTION_HISTORY PAH,
PER_PERSON_NAMES_F PPN
WHERE PHA.SEGMENT1 = ‘US164839’
AND PHA.PO_HEADER_ID = PAH.OBJECT_ID
AND PAH.PERFORMER_ID = PPN.PERSON_ID
