Procure-to-Pay (P2P) Project

In early 2016, Procurement Services launched the UC Procure-to-Pay (P2P) project which aimed to create value for the University by optimizing procurement and accounts payable practices through the use of common processes, standard tools, increased awareness and ultimately, shared systems.

P2P supports the integration of UC’s supply chain processes with a focus on sourcing, ordering, invoicing, and paying for goods and services. The implementation of P2P across the UC system is a phased process that started with invoicing, terms and settlement as these areas have the ability to drive direct immediate benefit.

As a first phase, in July, the P2P Implementation Team introduced the UC Supplier Invoicing, Terms and Settlement Matrix through a webinar to UC Procurement and AP professionals. The Matrix is the starting point for defining a more robust P2P process at UC. It provides structure which will move UC and suppliers to a preferred P2P business model.

The Matrix presents opportunity for UC benefits by streamlining P2P processes, capturing missed settlement discounts and incentives, and optimizing electronic invoicing from both a supplier and UC perspective. The terms in the Matrix provide a guide for individual campuses.

The next phase of roll-out will be to introduce metrics so we can measure success and continuously improve the P2P process.

To access the Matrix, job aids and FAQs, go to the Tools and Training Tab on the UC Procurement website: http://www.ucop.edu/procurement-services/procurement-systems/index.html. If you have feedback or need additional materials regarding P2P, please contact Faye McCullough mccullof@ucsd.edu. Contact Andrea.Tung@ucop.edu if you need access to the July webinar recording or slide deck.

Stay tuned for information on the roll-out of Phase 2.