A procedure to quickly stand up the request → PO → receipt → invoice → payment P2P flow on a single ontology.
P2P is one of the fastest flows to show value in an ERP. When request, PO, receipt, invoice, and payment connect on a single ontology, three-way matching (PO–receipt–invoice) is automated and confirmed entries post straight to GL.
One-week setup plan
- 1Days 1–2: map partners and item masters into the ontology and define approval rules.
- 2Day 3: generate request and PO screens in natural language and wire approval gates.
- 3Day 4: configure receipt and invoice entry and three-way matching rules.
- 4Day 5: validate GL posting and idempotent processing for payment entries and launch the pilot.
Reuse your existing partner master for vendor identity. Creating a separate vendor master duplicates data. New structures are the last resort.
Payment entries protected by idempotency keys are not created twice even on retries. Route external integrations (e.g. e-invoicing) through a single entry point for auditability.