Oracle Fusion Technical - Procure to Pay Cycle complete flow

Create a user and an employee and assign five key roles for the procure-to-pay cycle in Oracle Fusion, enabling access to inventory, requisition, purchase order, and accounts payable tasks.

Learn to configure requisition and purchase order approvals, automate approvals with rules, and manage payment formats and documents within the Oracle Fusion procure-to-pay cycle.

Learn to create item classes and items in Oracle Fusion, assign them to organizations, and configure item templates, numbering, and access permissions for procurement processes.

Explore item and item class base tables within Oracle Fusion procure to pay, including catalog navigation, Eskil queries, linking item classes to catalog groups, and assigning organizations.

Learn to check item and item class data via otbi subject areas, grant inventory balance access to inventory and warehouse managers, and run an analysis to filter by item class.

Learn to create a requisition in the procure-to-pay cycle, from logging in and entering item details to submitting for approval and tracking header, lines, and distributions.

Identify requisition base tables—headers, lines, and distributions—and learn how header, line item, and accounting data link through code combinations in the procure-to-pay workflow.

Explore the requisition subject area in Oracle Fusion procure-to-pay, access real-time procurement data, and view header, lines, item details, requester, buyer, ship to location, and delivery information.

Create a purchase order from a requisition using the document builder, configure lines, schedules, and distributions, and submit for approval to finalize the order.

Learn how to model purchase orders by exploring base tables, linking header and line data to requisitions, and mapping items, unit prices, quantities, shipping and delivery details.

Access the Oracle Fusion procurement subject area by ensuring the user has category manager and procurement administrator roles, then build a purchasing analysis with items, ship-to details, and budget details.

Receive items against a purchase order using inventory management, create a receipt for the received quantities, and update on-hand and subinventory data.

Explore receiving base tables in the procure-to-pay flow, including shipment headers and lines, receipts, and the link to on-hand inventory through receiving transactions.

Automate AP invoice creation from receipt data or receiving transactions with scheduled programs, or run the import payables process manually, then validate postings and supplier data to ensure accurate invoices.

Explore how AP invoices are stored in base tables, including header, lines, distributions, unpaid amounts, supplier links, and payment schedules.

Post invoices to the general ledger via XLA, view how each invoice posts to the ledger, with liability accounts and tax lines visible in the Oracle Fusion procure-to-pay flow.

Learn to link AP invoices to GL via XLE base tables with joins, using AP headers and lines, Excel events, and import references to enable end-to-end procure-to-pay reporting.

Learn how to create a payment against an AP invoice in the Oracle Fusion procure-to-pay cycle, verify the cheque payment method, attach payment documents, and update unpaid balances to zero.

Explore base tables related to payments, including the payment schedule, prepayment AP invoices, AP checks, and linked data such as bank accounts, payment methods, vendors, and the data model.