Local Authority Training
Procure 2 Pay
Understand the objectives of & the key stages in the procure &
pay process at The Council
Explain the roles and responsibilities of all parties involved in
procure & pay at The Council
Describe the purpose of procure & pay controls & my role in
maintaining these controls
Understand the fundamental principles of commitment
accounting & why it is important for the Council to carry this
out accurately
Understand the impact of incorrectly processing POs and not
achieving target invoice payment times on the Council
Identify which key reports I need to use to manage the procure
& pay process in my own Business Unit
Be aware of the common procure & pay mistakes/pitfalls &
how to avoid them
Know where to go for guidance and assistance in the procure
& pay process
Aims
Who should attend
This course should be attended by managers, procurers and
finance staff at all levels
Length / maximum
number of participants
1 day / 16 participants
Timing
Sessions / learning objectives
09.30
Welcome & intros
10.00
P2P – From theory to practice
Exercise to describe the purchasing cycle
Presentation highlighting key process differences in parts of the
Council
Exercise to match roles and responsibilities to the purchasing cycle
10.45
Coffee
11.00
The “Front End” – Purchase order (PO) essentials
Table group quiz (in two parts) to identify key issues around raising
and authorising requisitions and dealing with closure or PO’s
12.00
Commitments – What are they and why do they matter?
Presentation on the concept of commitment accounting
Examples from real life to illustrate how failure to use commitment
accounting / control PO’s has led to poor budget control
Recap presentation
12.45
Lunch
13.45
The “Back End” – Receiving and processing invoices
Presentation on BVPI8 and Council statistics
Group discussion identifying the impact of failing to meet BVPI8
Group exercise to identify pitfalls and mistakes in processing invoices
Page 1 of 2
© copyright 2008 Maltway Limited
Local Authority Training
Timing
Sessions / learning objectives
14.35
Managing & controlling P2P
Presentation and review of reports used to control P2P
How to access and what to do with them
15.00
Coffee
15.15
Using the purchase system – system demo and trouble shooting
Demonstration of common system steps (nb participants should be
booked on or have recently attended complementary hands on system
training)
Q&A on common system operations
16.00
Recap, Review and Close
Page 2 of 2
© copyright 2008 Maltway Limited