P2P Process Flow (simple)

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Aditya Kumar, Finance Analyst

A streamlined version of the Procure-to-Pay flow covering the essentials: requisition, PO creation, delivery, and payment — split across Procurement and Management swimlanes. Use this when you need a quick visual for stakeholder presentations, team onboarding, or process documentation that doesn't need every edge case mapped out.

How to create a P2P Process Flow (simple)

To create a P2P process flow (simple), follow these steps:

01.
Identify your two lanes
Procurement handles the operational steps; Management handles approvals. Two lanes keep it readable.
02.
Start with terminal nodes
Mark Needs Recognition and Final Payment as your start and end states using rounded-rectangle syntax.
03.
Define value range
Set your y-axis scale with appropriate minimum and maximum values.
04.
Define approval gates
Requisition approval and PO approval are your two decision points — both live in the Management lane.
05.
Draw the cross-lane connections
Show where Procurement hands off to Management (requisition → approval) and where Management hands back (approved PO → vendor selection).
06.
Apply light color coding
Use fill:#dbeafe for terminal nodes and fill:#fef3c7 for process steps to create visual hierarchy without noise.

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FinanceProcurementP2PFlowchartSwimlaneWorkflowSimplified

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