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Purchase to Pay (P2P – Procurement & AP) for Unit4 ERP

Learn how the Unit4 ERP's P2P module can streamline your procurement processing and supplier management, creating efficiencies and supporting 'No PO, No Payment' policies.

Duration: 0.5 Days

Level | Getting Familiar

Learn how the Unit4 ERP’s P2P module can streamline your procurement processing and supplier management, creating efficiencies and supporting ‘No PO, No Payment’ policies.


Enabling end-to-end process visibility, this seven session course will give your delegates a good understanding of the P2P lifecycle giving them insight on how to eliminate paper-based transactions, improve efficiency, minimise manual intervention in key processes and reduce error rates.

Aimed as a foundation level course to all accounts users, this course steps logically through the P2P process, supported by the system’s integrated workflow engine and action management tools, giving users confidence in the centralisation of the process and clear payment reporting transparency.

Learning outcomes

This course is designed to give you a detailed overview of the fundamental elements of Procurement enabling you to confidently understand the end-to-end P2P processing in the Unit4 ERP.

The objectives of this course are to help you:

  • Have an understanding of the procurement processes
  • Be able to set up a new supplier
  • Be able to view products
  • Be able to raise a requisition and check whether it has been approved
  • Be able to generate a Purchase Order
  • Be able to perform goods receipting
  • Be able to carry out registration of incoming invoice
  • Be able to open and maintain open items for a supplier
  • Understand the procedures for payment runs
Delegate pre-requisites

Familiarisation – Record to Report (R2R) Finance.

Who is it for?

• AP Clerk
• AP Manager
• Requisitioner
• Procurement Clerk


Interactive workshop with an experienced consultant. All Embridge Unit4 courses are currently delivered in English.

Course Structure

Session 1

Procurement lifecycle overview​

In this session you have an introduction of the whole P2P process within Unit4 ERP discussing the following areas:

• The creation and maintenance of purchase requisitions and Purchase Orders
• The receipt of stocked / non-stocked goods or services from suppliers
• Setting up and maintaining suppliers
• Registering and posting invoices received from suppliers
• Processing supplier invoices for the payment run / remittance
• Performing enquiries and producing reports

Session 2

Supplier Masterfile​

In this session you will be given an introduction to the Supplier Master File so you can understand the different elements available for the P2P process including attaching documents.

The areas it will cover are:

• Supplier groups
• Supplier relations
• Supplier master file
• Attaching documents to the master file

Session 3


In this session you will understand how to setup the Unit4 ERP for purchasing and the different options including how to view products and services.

The areas it will explain are:

• How to setup products and product groups
• How to setup requisitions and purchase orders

Session 4


In this session you gain an understanding of the entire procurement end-to-end process including entry, workflow processing and approvals and enquiring on a requisition.

The areas it will explain are:

• Procurement end-to-end lifecycle
• Requisition entry
• Requisition workflow
• Purchase Orders
• Goods receipting
• Invoice registration
• Invoice workflow
• Invoice payment run / remittance

Session 5

Goods Receipting

In this session you will cover the goods receipting process allowing you to understand how receipting the goods or service impact supplier payments.

• Goods receipting
• Goods receipting approval
Session 6

Incoming Invoice

In this session you will understand the invoice registration and approval process to enable supplier payment.

This area covers:

• Invoice Registration – Document Load
• Registration Import
• Incoming Invoice Registration
• Workflow Enquiry – Incoming Invoice Registration
• Posting of Authorised Invoices

Session 7

Payment Processing

In this session you will gain an understanding of the Unit4 ERP supplier payment processing sequence enabling the posting of payments.

This area covers:
• Maintain Open Items
• Remittance – Payment Run
• Remittance Proposal, Open items and Remittance Confirmation
• Confirm Proposal
• Payment Maintenance
• BACS / Cheque & Remittance Advice Slip Production
• Post Payment
• Update of the General Ledger with Payments
• Paid Invoices Information Browser Report


Premium Education training subscription

Part of the College of Finance

Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.

More details about Premium Education will be coming soon. Watch this space!

In the mean time if you would like to know more email enquiries@embridgeconsulting.com

Cancellation policy

All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.


*Interactive workshop with an experience consultant. Select the number of attendees above. Course is delivered virtually and the price is plus VAT. By booking, you agree to our Terms & Conditions. An invoice with details on how to pay will be sent to your registered email address.

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