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OBI: Procure to Pay Dashboard Reports (P2P)

The P2P dashboard displays information about active and completed purchase requisitions and approvals; purchase orders and AP invoices; and how these documents relate to each other. The dashboard also displays information about suppliers and payments to those suppliers.

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Guide to Procure to Pay Reports 
Select this link......for reports about 
Procure to Pay at a GlanceOverview reports for P2P: Purchase Requisitions requiring action, POs with remaining amounts, AP Invoices on Hold and AP Invoice Aging summaries. 
Procure to Pay InquiryDetailed information about individual purchase requisitions, POs, AP invoices, and vendor payments. View related documents and payment histories in one place. 
Purchase RequisitionsSummary and detailed reports for all purchase requisitions. 
Purchase Requisition Approval HistoryComplete approval history for all purchase requisitions associated with a specific approver 
Purchase OrdersSummary and detailed PO reports  (formerly the RM3 FIN_EXP_148_Purch_Order_Recon and FIN_PO_206_AP_Purch_Order_Detail reports). 
Purchase Order Approval HistoryComplete approval history for POs by PO number or approver name. 
Purchase Order Trend AnalysisPO trend analysis across multiple parameters (subtotals, amount trends, top 10 percentages) and time periods (monthly, quarterly, yearly views). 
Purchase Order and Related AP InvoicesCombined PO and AP invoice reports showing which invoices are matched to selected POs, including hold status and payment status.  Does not include freight or other non-PO charges (available in AP Invoice details). 
AP InvoicesSummary and detailed AP invoice reports (formerly the RM3 FIN_LIB_174_Invoice_Exceptions, FIN_PO_201_AP_Invoice_Detail and FIN_PO_208_AP_Srvc_Ctr_Accrual reports) 
SupplierSummary reports for suppliers, supplier sites, and contacts (formerly RM3 FIN_PO_209_AP_Supplier_Info report. 
Payments by SupplierDetailed supplier payment reports (formerly RM3 FIN_PO_205_AP_Remittance_Advice report). 
Procure to Pay Efficacy DashboardPurchase requisition approval rate metrics. 
Invalid PTAsReports on POs and purchase requisitions with invalid Project Task Awards (PTAs) - either marked as non-chargeable or set to expire by a specified date. 

Overview reports for Procure to Pay: purchase requisitions that need approval, purchase orders with remaining amounts, AP invoices on hold, and aging AP invoices.

Demo of Procure to Pay at a Glance reports within the P2P Dashboard in OBI

Launch OBI Procure to Pay at a Glance

  • What is holding up the PO? Is there a problem with the PO, and what is the issue?
  • What are the requisitions that still need action?
  • What are the invoices that are aging?
  • Are any of the invoices on hold and what kind of holds?
  • Based on their age and outstanding commitments, which POs are candidates to close or cancel.
  • What suppliers have activity for a set of PTAs for a specific time period?
  • Which POs have a PTA change in progress?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

 

For a list of the P2P common selection criteria, their associated list of values and when to use them, refer to P2P Selection Criteria List of Values.

All On-Hold invoice transactions and purchase orders with a PTA Change in Progress are returned regardless of the selection criteria entered for first and last creation date. To only pull On-Hold invoices or POs that are undergoing PTA changes, enter today's date for both the first and last creation date.

The Procure to Pay at a Glance report displays in-process transactions that may warrant attention or action. There are five report sections that allow users to monitor your procurement activity.  Refer to the following screenshots.

Purchase Requisitions that Need Action

Displays requisitions that have been submitted but not yet fully approved or are pre-approved. 

  • Drilling on the Purchase Requisition Amount will bring up the Purchase Requisition Summary and Details reports. 

For more details, include additional columns such as Supplier Name and Purchase Requisition Status Description.

Purchase Orders with Outstanding Commitment Amount

Displays the remaining balance for open purchase orders.  Factoring in the age of the purchase order and the percentage of outstanding commitment provides a list of eligible purchase orders to close or cancel. Item Category Description displays the type of purchase order (e.g. blanket, service). 

 AP Invoices on Hold Summary

Identifies the number of invoices on hold and the total of the invoice amounts.  The date prompts entered in the selection criteria do not apply to the results returned in this report, therefore all AP invoices on hold are displayed.  Refer to Managing Invoice Holds for information on the most common types of invoice holds, and the required action to release the hold or monitor the hold if no immediate action is needed.

Drilling on the AP Invoice Number Count brings up the AP Invoice Hold Details report which displays the hold details for the affected invoices, including the AP Invoice Hold Description and the AP Invoice Hold Date for each invoice. 

  • In the AP Invoice Hold Details Drill, invoices that are linked to more than one PO will display 'Multiple' in the PO column.
  • View Resource: Managing Invoice Holds for more information regarding invoice holds and the actions required to release them.

Purchase Orders with PTA Change in Progress

Identifies purchase orders that have initiated a PTA change but the current Purchase Order PTA Change Status Description is equal to Pending.   

  • Drilling on the Purchase Order Number opens Requisition and Purchase Order Query in Oracle for that PO.  

AP Invoices with Temp Hold

Identifies invoices between $5,000 and $9,999 that are on a five-business-day temporary hold for department review.  The date prompts entered in the selection criteria do not apply to the results returned in this report, therefore all AP invoices on hold are displayed.  

  • Invoices that departments request to extend a hold are no longer displayed here and are displayed on the other AP Invoices on Hold report sections.
  • View Resource: Managing Invoice Holds for more information regarding invoice holds and the actions required to release them.

AP Invoices on Hold

Displays invoices that are currently on hold, allowing users to monitor and further investigate the nature of the hold. The date prompts entered in the selection criteria do not apply to the results returned in this report, therefore all AP invoices on hold are displayed. 

  • Drilling on the AP Invoice Amount brings up AP Invoice Hold Details report (see screenshot under AP Invoices on Hold Summary) which displays AP Invoice Hold Description and the AP Invoice Hold Date.
  • Drilling on the AP Invoice Number brings up the full Procure to Pay Inquiry that displays the details of the purchase requisition, purchase order and invoice related to the invoice number.
  • View Resource: Managing Invoice Holds for more information regarding invoice holds and the actions required to release them.

For more clarity on the duration of the holds, include AP Invoice Creation Date to determine when an invoice record was created in Oracle AP (when the invoice was first matched to the PO).

AP Invoice Aging

Displays the invoice amount in the aging bucket based on the AP Invoice Date.

  • Drilling on the AP Invoice Amount brings up AP Invoice Aging Details report which displays AP Invoice Date and the AP Invoice Days Past Due Quantity.

For more clarity on the duration of the holds, include AP Invoice Creation Date to determine when an invoice record was created in Oracle AP (when the invoice was first matched to the PO). AP Invoice Date is the date printed on the supplier invoice.

For information about the more common AP invoice holds and what steps to clear them, refer to Topic Overview: Purchase Order Invoice Processing - Managing Invoice Holds.

Select and review details pertaining to a specific requisition number, purchase order (PO), accounts payable (AP) invoice or payment issued. For a particular document, users can find its transaction details and all related documents' transaction details. 

Demo of Procure to Pay Inquiry reports within the P2P Dashboard in OBI

Launch OBI Procure to Pay Inquiry

  • What are the requisition details by requisition number including the invoice and payment matched to the associated PO line(s)?
  • If the user knows a purchase requisition (PR), PO, AP invoice or payment issue number, how can they query the detailed information for the related transaction numbers?
  • What is outstanding on a PO and what lines have been paid, with details on payment and what changes have been made (including PTA information and transfers)?
  • How could user find the payment details for invoices?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for more guidance.

  • In the first column, users must enter a specific purchase requisition, PO number, AP invoice number or payment issued number
  • For AP invoice number or payment issued number, users must also enter a supplier name, as those numbers may be common among different suppliers.
  • From the remaining three columns, select which reports you want to view that are related to the first column entry.

AP invoices and payment information for expense requests can be queried.  The invoice number is the same as the expense request number using the appropriate alpha characters (ER, VR, PR, ADV, PC).  The supplier name is required.

For a list of the P2P common selection criteria, their associated list of values and when to use them, refer to P2P Selection Criteria List of Values.

Based on the options you select, the Procure to Pay Inquiry will display summary, line details, approval information and attachment file names for associated requisitions, POs, invoices, and payments.  Refer to the following screenshots.

Purchase Requisitions

Right-clicking the Purchase Requisition Number allows users to drill into the Requisition and Purchase Orders Query within Oracle Financials. 

Purchase Orders

 Right-clicking the Purchase Order Number allows users to drill into the Requisition and Purchase Orders Query within Oracle Financials. 

AP Invoices

Refer to Managing Invoice Holds for information on the most common types of invoice holds, and the required action to release the hold or monitor the hold if no immediate action is needed.

This report displays summary and detailed information for purchase requisitions.

Launch OBI Purchase Requisitions

  • What are the requisition details for multiple requisition numbers, including the invoice and payment matched to the associated PO numbers?
  • What requisitions were created withing a specific date range?
  • What are the purchase requisition details for a PTA, organization, or supplier?
  • How can requisitions be found by requester or preparer, plus related transactions (orders, invoices, payments) for a submitted or creation reporting period?
  • Which suppliers have activity for a set of PTAs during a specific time period?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

The Purchase Requisition report contains three sections. See the following screenshots for details.

Purchase Requisition Summary

Displays purchase requisition header information, including supplier, requisition descriptive text, and dollar amount. 

Purchase Requisition Details

Shows line details for associated purchase requisitions, including items, quantities, unit prices, PTAs, and expenditure types.

Related Transactions

The Related Transactions report shows associated POs for a purchase requisition, associated AP invoices for the PO, and associated payments for an AP invoice. Select the document number to show P2P Inquiry Details for that document.

For any given approver, this report displays the full approval history for related purchase requisitions.

Launch OBI Purchase Requisition Approval History

  • Where are purchase requisitions in the approval process?
  • How can staff find all requisitions for which they serve as approvers?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

This report displays actions taken by individual approvers for a specific requisition or actions taken by a specific approver over a given time period.

Displays summary and detailed reports for POs.

Demo of Purchase Order reports within the P2P Dashboard in OBI

Launch OBI Purchase Orders

  • What is the PO outstanding commitment amount?
  • What are the PO details by PO number and/or supplier for the PTA and/or organization, including the associated requisitions, invoices, and payment numbers?
  • Have any unallowable charges been incurred on sponsored PTAs within the organization?
  • How can staff find POs by requester or buyer plus related transactions (requisitions, invoices, payments) for a specific reporting period (submitted, creation, or General Ledger (GL) Period)?
  • Which suppliers exist with canceled orders?
  • What suppliers have activity for a set of PTAs for a specific time period?
  • Which POs have a PTA change pending, completed or rejected?
  • What are the outstanding balances on blanket POs?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

  • To query by type of purchase order (e.g., blanket, capital equipment, change orders), select the desired types from Item Category Description.

The Purchase Orders report has three different sections. Refer to the following screenshots. 

Purchase Order Summary

This section displays purchase order header information, including supplier, business purpose, and purchase order amount.

Purchase Order Details

This section displays line details for associated purchase orders, including items and quantities being purchased, PTAs, expenditure type, line item price, and commitment information.

In addition to Basic View details, Expanded View includes delivered, received, canceled, and invoiced quantity.

Related Transaction Numbers

The Related Transactions report displays the associated purchase requisitions for the POs listed above, the associated accounts payable invoices for the POs, and the associated payments for the accounts payable invoices. Each document number is drillable to P2P Inquiry details for that document.

Purchase Order Closed Status DescriptionDefinition
OPENMost of the time, if a PO has not received all the goods and matched them to a line on the PO, the PO is OPEN..
CLOSEDIf the product or services have been received for each line, the PO will be CLOSED. (There may still be commitments with OPEN or CLOSED status.)
FINALLY CLOSEDIf a PO is in OPEN or CLOSED status, staff can change it to FINALLY CLOSED  using Req and PO Query.
Refer to How To: Finally Close a PO for additional information.

For any given approvers, this report displays the full approval history for all related purchase orders.

Launch OBI Purchase Order Approval History

  • Where are POs in the processing cycle?
  • How can I find all the POs for which I am one of the approvers?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

This view displays the actions taken by individual approvers for a given purchase order or actions taken by a given approver over a period of time.

Analyzes purchase order (PO) trends by various parameters and time periods.

Demo of Purchase Order Trend Analysis reports within the P2P Dashboard in OBI

Launch OBI Purchase Order Trend Analysis

  • How can users find the top 10 suppliers that their organization purchased from for a specific purchase order submitted date range and view by month, calendar quarter, or calendar year?
  • How can users find the top 10 suppliers with the highest purchase order total amount for a specific date range?
  • For an organization, which projects, tasks, or expenditure types have the highest spending?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

Purchase Order Trend Analysis allows users to analyze purchase order activity over time by a variety of parameters, including supplier, expenditure category, or expenditure type.

Users can view the trend by month submitted, calendar quarter, or calendar year. 

This report displays purchase order (PO) details along with any related AP invoice information. The report shows which AP invoices have been matched to selected POs, their hold status, and payment status. 

Launch Purchase Order and Related AP Invoices 

  • For selected purchase orders, which invoices have been matched, what is their payment status, and what are the remaining commitments?
  • Are there any invoices on hold for POs, and what kind of holds?
  • Are there any invoices that are missing?
  • Which POs are closed and should be finally closed or canceled?

 

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

The prompts pertain to the purchase order and not the invoice. Recent invoice activity on older or blanket POs may not appear unless you enter a purchase order submitted/creation date range that includes that PO. (Dates are not required when querying by purchase order number.)

To retrieve certain types of purchase orders (e.g., blanket or capital equipment), specify the appropriate Item Category Description in the selection criteria.  Also include the associated change order Item Category Description (if any exists) to see the full perspective on the purchase order.

 

The Purchase Order and Related AP Invoices Report displays purchase order and related purchase order line details, along with associated AP invoices and their payment information.

  • Purchase order closed statuses (open, closed, finally closed) display along with any remaining balances on the POs.
  • Invoices on hold are identified by the designation "On Hold" and the yellow highlighted cell under AP Invoice Hold Status. Select this cell to display details about the hold.

These reports do not display freight or other charges that are not included in the purchase order. These are only displayed in the AP invoice Details report.

Drilling on the following hyperlinks in both the summary and detail reports brings up additional details:

  • Purchase Order Number displays both the Procure to Pay Inquiry Details report or Oracle Requisition and PO Query.
  • AP Invoice Number displays the Procure to Pay Inquiry Details report. If the PO has more than one invoice, all AP invoices for that PO will be displayed.  

  • Highlighted yellow "On Hold" for AP Invoice Hold Status Indicator displays the AP Invoice Hold Details for all invoices on hold for the same PO. Provides AP Invoice Hold Description and the AP Invoice Hold Date for the affected invoices. Refer to Managing Invoice Holds for information on the most common types of invoice holds, and the required action to release the hold or monitor the hold if no immediate action is needed. 

AP Invoice Totals Can Differ between Dashboard Reports

  • The Purchase Order and Related AP Invoices report does not display freight or other charges that are not included in the purchase order but upon invoice matching, must be added to the AP invoice for correct payment to the supplier.  
  • This is because the Purchase Order and Related Invoices report filters the result by the Purchase Order number, and because these items were added during the invoice matching process, do not have a related purchase order number.  As a result, the field AP Invoice Amount in this report will not reflect these charges and any associated sales tax. Nor will they appear when drilling on the  invoice number, as the drill will be limited by the PO number.  The include field AP Invoice Total Amount will display the full invoice amount including any additional charges that were added to the invoice but were not on the purchase order. 
  • To see these additional charges, use the AP Invoice report in the P2P Dashboard, where the report queries by invoice number and supplier name rather than by the purchase order number. All invoice details and taxes will be visible there.

Note: the P2P AP Invoice amount total may not reconcile to the amount posted in expenditure reports because payment amounts can be reduced by Stanford taking payment term discounts (e.g. 2%/10 net 30).  The AP Invoice Payment Discount Amount can be viewed on the AP Invoice Payments section of the Procure to Pay Inquiry report. 

Invoice Holds and Purchase Order Closed Status Descriptions

 

This report displays summary and detailed information for AP invoices and payments to suppliers.

Demo of AP Invoice reports within the P2P Dashboard in OBI

Launch OBI AP Invoices

  • What are the supplier invoice details by invoice number including PTA distributions?
  • For selected invoices, where are they in the process of being fully paid with the associated transaction status including holds details?
  • What is the invoice activity, including volume and dollars by source and transaction type?
  • What transactions are on hold by hold reason, including batch name and AP's internal notes?
  • Have any unallowable charges been paid on sponsored PTAs within the organization?
  • What are the AP invoice details and related transaction numbers for an AP Invoice Hold Code for a specific reporting period (invoice, creation or GL Period)?
  • What are the payment details for invoices?
  • Which suppliers have activity for a set of PTAs for a specific time period?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance. When querying by AP invoice number or payment issued number, users must include a supplier name or supplier number.

  • AP invoices and payment information for expense requests can be queried.  The invoice number is the same as the expense request number using the appropriate alpha characters (ER, VR, PR, ADV, PC).  The supplier name is not required.
  • AP Invoice Date is the date the invoice was issued or recorded by the supplier. AP Invoice Creation Date is the date that an invoice record was created within Oracle AP.
  • Payment Recipient Full Name and Payment Recipient Email Address is used to look up Stanford Easy Pay invoices for an individual.  The Supplier Name will be Candex Solutions Inc..

For a list of the P2P common selection criteria, their associated list of values and when to use them, refer to P2P Selection Criteria List of Values.

The AP Invoice report has four different sections.  Refer to the following screenshots.

AP Invoice Summary

Displays AP invoice information, including Invoice Date, status, posted GL period and invoice amount.

In addition to Basic View details, Expanded View includes payment terms and payment method.

AP Invoice Detail

Displays AP invoice line text, expenditure type and invoice line item amounts.

In addition to Basic View details, Expanded View includes PTA information.

AP Invoice Hold Details

Displays the hold history of AP invoices displayed in the summary and detail sections.  The report shows:

  • The current hold status, date the invoice was put on hold and the hold description.  
  • The date the hold was released, by whom and how long it was (or has been) on hold.

Refer to Managing Invoice Holds for information on the most common types of invoice holds, and the required action to release the hold or monitor the hold if no immediate action is needed.

Related Transactions

The Related Transactions report displays the associated purchase requisitions for the invoices listed above, the associated AP invoices for the POs and the associated payments for the AP invoices. Select a document number to open the P2P Inquiry details .

The AP invoices listed are not only for POs, but also for expense requests, non-PO Payments, advances and travel card (Tcard) payments.

An AP invoice is created in Oracle once an invoice from the supplier is successfully matched and validated. Below are the most common combinations of AP Invoice statuses and what they mean.

AP Invoice Status DescriptionAP Invoice Payment StatusAP Invoice Hold StatusSituation
ValidatedPaidNo Hold Supplier has been paid.
ValidatedPendingNo HoldPayment pending, waiting for specified days per PO terms.
Needs RevalidationPendingOn HoldAction required before payment processing can continue.

Learn more in the Topic Overview: Purchase Order Invoice Processing.

This report displays information about suppliers, supplier sites and supplier contacts.

Launch OBI Supplier

  • What is the status of the supplier in the supplier setup process?
  • What are the supplier sites?
  • Who are the suppliers by city and country?
  • What is the supplier contact information for active suppliers?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

The Supplier report has three sections and displays information about supplier,supplier status, supplier number, site and contact information. Refer to the following screenshots.

This report displays supplier payment details.

Launch OBI Payments by Supplier

  • Which supplier invoice(s) received a payment?
  • What is the payment information by supplier and payment date?
  • What are the payment request transaction details, including multiple payees, beneficiaries, total counts and, amounts for my organization?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

If users enter Payment Issued Number or AP Invoice Number, they must also specify a Supplier Name or Supplier Number.

The Payments by Supplier report displays payment details by supplier within a date range , by specific payment numbers, or by AP invoice numbers.

Track and analyze purchase requisition approval performance across an organization with metrics on approval rates, rejection patterns, and preparer-specific insights. Monitor workflow efficiency and identify opportunities for process improvement.

Launch OBI Procure to Pay Efficacy Dashboard

  • What are the purchase requisition approval and rejection rates by preparer?
  • What are the purchase requisition approval and rejection counts by preparer?
  • What are the purchase requisition approval and rejection rates by org?
  • What are the purchase requisition approval and rejection counts by org?
  • Who are the purchase requisition preparers?

Follow the Selection Criteria instructions at the top of the screen to retrieve results. Refer to Using Selection Criteria for OBI Reports for additional guidance.

 

 

Displays the approval rate of approved and rejected purchase requisitions for an organization and by preparer.

 A purchase requisition is identified as rejected when that requisition has been rejected at some point along its history, but can currently be in an approved state.

This report displays information about POs, purchase requisitions and AP invoices that are charging invalid or expired PTAs.

Launch OBI Invalid PTAs

  • Which requisitions, POs and invoices have PTAs that are invalid or about to expire?
  • What are the supplier details and contact information associated with these transactions?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

If PTA Chargeable Indicator is "Y," then enter a date for the Earliest PTA End Date. This filters for PTAs that would expire before or on that date. 
 

The Invalid PTAs report determines which purchase requisitions, purchase orders, and invoices are associated with PTAs that will expire before a certain date. This enables proactive prevention of charges from hitting the suspended account. Refer to the following screenshots.

For each perspective, users can include as columns the project, task and award end dates.

Last Updated: Jan 29, 2026
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