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DEFENSE PROCUREMENT AND ACQUISITION POLICYPROCURETOPAY TRAINING SYMPOSIUMWhats New in SAM? Recent Changes in the System for Award ManagementPresented by: Semi Whitehead, GSA Integrated Award Environment

How to fill out procure-to-pay

How to fill out procure-to-pay

1. Familiarize yourself with the procure-to-pay process.
2. Gather all necessary documentation and information for each step of the process.
3. Begin by creating a purchase requisition based on the organization's procurement policies.
4. Submit the requisition for approval by the appropriate individuals or departments.
5. Once approved, the purchasing department will convert the requisition into a purchase order.
6. Share the purchase order with the selected supplier.
7. Receive the goods or services ordered and verify their quality and compliance with requirements.
8. Compare the received items with the purchase order and mark any discrepancies.
9. Process the invoice received from the supplier and match it with the purchase order and goods receipt.
10. Validate and approve the invoice for payment.
11. Initiate the payment process according to the organization's payment terms and methods.
12. Monitor and reconcile all financial transactions related to the procurement process.
13. Continuously evaluate and improve the procure-to-pay process to increase efficiency and effectiveness.

Who needs procure-to-pay?

1. Most organizations that engage in purchasing goods or services on a regular basis require a procure-to-pay process.
2. This includes businesses of all sizes, non-profit organizations, government agencies, and educational institutions.
3. Procure-to-pay helps streamline and organize the procurement process, ensuring that purchases are made in a structured and efficient manner.
4. It is particularly important for organizations that deal with high volumes of procurement activities or have complex supply chains.
5. By implementing a procure-to-pay process, organizations can better manage their purchasing activities, control costs, and improve supplier relationships.

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What is procure-to-pay?

Procure-to-pay is the process of requisitioning, purchasing, receiving, paying for, and accounting for goods and services.

Who is required to file procure-to-pay?

Businesses and organizations that engage in procurement activities are required to file procure-to-pay.

How to fill out procure-to-pay?

Procure-to-pay forms can typically be filled out electronically or manually, following the specific instructions provided by the governing authority or organization.

What is the purpose of procure-to-pay?

The purpose of procure-to-pay is to ensure transparency, efficiency, and accountability in the procurement process.

What information must be reported on procure-to-pay?

Information such as vendor details, itemized expenses, payment terms, and approval signatures must be reported on procure-to-pay forms.