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playbook

Procure To Pay

Service procured, delivered, invoiced, paid, and supplier reviewed

Suppliers, invoices, approvals, payments.

When to run
"New purchase need identified"
Time saved
~6 hrs manual procurement → ~1.5 hrs automated (4× faster)
How often
Per purchase — ongoing
Compounds
Supplier scorecards and spend data improve sourcing decisions over time

How it runs

  1. purchase-requisition → capture need, categorize spend, create PR
  2. Review and approve the purchase requisition
  3. strategic-sourcing → source supplier if needed (RFx, evaluation)
  4. purchase-order → create PO from approved PR, set terms
  5. Review and approve PO if above authority threshold
  6. order-to-pay → confirm delivery, 3-way match, process payment
  7. Approve payment execution
  8. supplier-feedback → post-engagement performance review

Why it matters

  • 4× faster
  • 3-way matching catches discrepancies
  • Supplier reviewed after every cycle

What it needs

  • Purchase need description
  • Budget code or availability
  • Supplier profiles (if existing)

What you get

  • Approved Purchase Requisition
  • Purchase Order with terms
  • 3-Way Match verification
  • Supplier performance review