Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.
Course Overview
Improve coordination and controls across requisition, purchase, receipt and payment.
This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a purchase-to-pay improvement roadmap.
Learning Outcomes
Assess purchase-to-pay process and ownership.
Evaluate requisition and purchase order quality.
Apply a structured approach to receipt invoice matching and exceptions.
Develop practical recommendations for cycle time controls and supplier communication.
Prepare and present a purchase-to-pay improvement roadmap.
Who Should Attend
Procurement professionals, logistics coordinators, supply chain planners and contract owners.
Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.
Training Methodology
Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.
Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.
Course Tools and Templates
Purchase-to-pay process and ownership worksheet – proposed exercise document.
Requisition and purchase order quality worksheet – proposed exercise document.
Receipt invoice matching and exceptions worksheet – proposed exercise document.
Cycle time controls and supplier communication worksheet – proposed exercise document.
Purchase-to-pay improvement roadmap – proposed exercise document.
Delivery Requirements
Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.
A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.
Course Customization
The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.
Proposed Five-Day Course Outline
Day 1 – Purchase-to-pay process and ownership
Define the business context, assess current practices and clarify the decisions relating to purchase-to-pay process and ownership.
Practical output: Purchase-to-pay process and ownership worksheet
Day 2 – Requisition and purchase order quality
Interpret representative information and compare practical approaches to requisition and purchase order quality.
Practical output: Requisition and purchase order quality worksheet
Day 3 – Receipt invoice matching and exceptions
Use the course tools in a realistic case focused on receipt invoice matching and exceptions, documenting assumptions and recommendations.
Practical output: Receipt invoice matching and exceptions worksheet
Day 4 – Cycle time controls and supplier communication
Review responsibilities, risks and follow-up measures through a practical exercise on cycle time controls and supplier communication.
Practical output: Cycle time controls and supplier communication worksheet
Day 5 – Purchase-to-pay improvement workshop
Integrate the learning through purchase-to-pay improvement workshop, present the final assignment and propose workplace actions.
Practical output: Purchase-to-pay improvement roadmap
