Oracle P-Card Integration with Purchasing

Run concurrent program to import ‘Procurement Card’ transactions

Run the ‘Procurement Card Transactions Validation Program’ to validate the transaction.

Run the ‘Procurement Card Transactions Verification Process’ program to initiate the transaction verification

The employee needs to validate the procurement transaction for which he needs to select the transaction which appears on his notification list.

In order to verify the transaction the employee needs to hit ‘Set and Continue’

The P-Card transaction now shows up in the notification list of the employee’s manager. In order to review the transaction in question the manager needs to select the notification

The manager needs to take action on the transaction in question. He has the option of approving, rejecting or reassigning it another person. In this case we’ll go ahead and approve.

Run the concurrent program ‘Create Procurement Card Issuer Invoice’ to insert the verified records into the invoice interface table

Verify the output of the program to ensure that the record is inserted. Take note of the ‘Invoice Number’ to query it later.

Run the ‘Payables Open Interface Import’ program to create the invoice

Go to ‘Payables Manager’ responsibility and query the invoices screen with the ‘Invoice Number stored earlier.

The invoice details are displayed

 Invoice Creation from iProcurement and Purchasing

Search and add items to the Shopping Cart from iProcurement

Create a Requisition from the Shopping Cart by associating a P-Card to it

Requisition Creation Confirmation Page

Auto Create the PO from Purchasing for the Requisition created in previous step

Query for the Requisition:

Click on “Automatic” to Auto Create the PO:

Click on Create:

Approve the PO created

Click on OK to confirm the auto creation process:

Check the Shipments for the PO created

Click on “Shipments” from the PO Header:

Check the Line Status of the PO Lines. It should show “Closed for Invoice”. Click on “Status” tab for the same:

Create Receipt for the PO which is closed for Invoice

Find the Purchase Order for which a Receipt has to be created. Select “New Receipt”

Select the line items in the Receipt and click on “Save”:

Verify the records saved in the Receipt: