Procure-to-Pay P2P is a critical control and automation discipline for oil and gas organisations managing complex procurement, supplier, finance and payment activities. The Procure-to-Pay P2P Controls & Automation: Workflow Design Training Course from Institute For Oil & Gas Training develops the capabilities required to design controlled, efficient and auditable P2P processes across upstream, midstream, downstream and oilfield service environments.
Oil and gas procurement involves high-value purchases, multiple suppliers, complex approval structures, urgent operational requirements and significant volumes of invoices and supporting documentation. Weak controls between requisition, purchase order, goods receipt, invoice verification and payment create exposure to duplicate payments, unauthorised expenditure, supplier disputes, delayed processing and inaccurate financial information. Organisations therefore require P2P workflows that combine strong governance with practical automation.
This course focuses on the design, control and optimisation of end-to-end P2P processes. Participants examine how procurement requests move through approval, purchase order creation, receipt confirmation, invoice capture, invoice matching, exception handling and payment. The programme connects operational procurement controls with accounts payable automation and financial governance so that workflow design supports both commercial objectives and control requirements.
A central focus is the application of delegation of authority thresholds within automated approval workflows. Participants learn how approval rules reflect organisational authority, expenditure levels, procurement categories and segregation of duties. They also examine the operational application of a no PO no pay policy and the controls required to prevent invoices from entering payment processes without appropriate purchasing documentation.
The programme addresses duplicate payment prevention through supplier master controls, invoice validation, matching rules, exception identification and payment review. It also explores invoice exception management as a structured process rather than a manual administrative activity. Participants learn how workflow rules identify blocked invoices, unmatched invoices, pricing differences, quantity discrepancies, missing receipts and other exceptions, enabling appropriate resolution before payment.
Automation is addressed from a process design perspective. Participants examine optical character recognition capture for extracting invoice information, automated three-way matching, workflow routing, approval notifications, exception queues, supplier communication and payment controls. The course also considers supplier self-service portal capabilities that provide suppliers with visibility of purchase orders, invoice status, payment information and documentation requirements.
The programme connects automation with working capital management. Participants explore early payment discount capture, supplier payment terms, cash forecasting considerations, payables ageing and DPO. These areas demonstrate how P2P design affects not only transaction processing but also liquidity management, supplier relationships and financial performance.
The course is particularly relevant to organisations seeking greater standardisation across business units, operating companies, projects, procurement centres and finance functions. It supports the development of workflow designs that provide clear ownership, defined control points, reliable information and consistent processing.
Institute For Oil & Gas Training delivers the course through practical business scenarios relevant to petroleum procurement and finance operations. Participants work with process maps, approval structures, control matrices, exception scenarios and automation decisions that reflect the realities of oil and gas organisations. The emphasis remains on translating P2P principles into workflows that support operational continuity, financial control and procurement governance.
By completing the course, participants will be able to:
Explain the complete Procure-to-Pay P2P lifecycle within oil and gas organisations
Design controlled workflows covering requisition, approval, purchasing, receipt, invoicing and payment
Apply delegation of authority thresholds within procurement and accounts payable workflows
Establish effective approval routing based on expenditure value, category and organisational authority
Apply a no PO no pay policy within controlled P2P processes
Strengthen purchase order compliance and purchasing discipline
Design controls for duplicate payment prevention
Establish practical invoice validation and matching controls
Improve invoice exception management through structured workflow design
Evaluate accounts payable automation opportunities across transaction processing
Understand optical character recognition capture within automated invoice processing
Design workflow controls around automated invoice data capture
Assess the role of supplier self-service portal capabilities in P2P operations
Improve supplier visibility over purchase orders, invoices and payment status
Strengthen three-way matching between purchase orders, receipts and invoices
Identify segregation of duties requirements within P2P processes
Develop control points that support reliable audit trails and transaction accountability
Improve invoice processing consistency across business units and operating locations
Understand the relationship between payment terms and working capital management
Support early payment discount capture through appropriate workflow controls
Analyse payables ageing and DPO as indicators of payment process performance
Identify process bottlenecks and opportunities for workflow automation
Develop P2P control matrices aligned with organisational requirements
Improve collaboration between procurement, finance, accounts payable and operations
Support continuous improvement of automated P2P workflows
Institute For Oil & Gas Training uses an applied corporate delivery approach designed around real P2P operating challenges. The methodology combines structured technical discussion with practical exercises that allow participants to examine workflow design from procurement, finance, accounts payable, supplier and control perspectives.
Participants work through realistic oil and gas procurement scenarios involving requisition approvals, purchase order processing, goods receipt, invoice capture, matching and payment. These scenarios demonstrate how individual control failures affect downstream activities and how automation rules address recurring issues.
Case studies focus on situations such as invoices received without purchase orders, duplicate invoices from suppliers, mismatched quantities, price variances, missing goods receipts, incorrect approval routing and delayed invoice resolution. Participants assess the underlying process weaknesses and develop appropriate workflow controls.
Process-mapping exercises help participants visualise the complete P2P lifecycle. They identify manual handoffs, approval bottlenecks, duplicate activities, control gaps and opportunities for automation. The exercises also examine where human intervention remains necessary and where automated rules provide greater consistency.
Group exercises address delegation of authority thresholds and segregation of duties. Participants design approval paths for different expenditure values and procurement scenarios while considering operational urgency, financial authority and control ownership.
Automation simulations demonstrate how optical character recognition capture, automated matching, exception queues and supplier self-service portal functionality integrate into the P2P process. Participants evaluate how technology changes transaction flow and how controls need to be configured around automated activities.
Workshop activities also address invoice exception management. Participants categorise exceptions according to root cause, responsible function, priority and resolution path. This develops a structured approach to exception handling rather than relying on individual manual intervention.
Practical exercises on payables ageing and DPO connect transactional processing with working capital management. Participants examine how invoice timing, payment terms, approval delays and exception backlogs influence payment performance and supplier relationships.
The methodology encourages cross-functional discussion because effective P2P design requires alignment between procurement, finance, accounts payable, information technology, operations and suppliers. The course therefore supports participants in understanding how workflow decisions in one function affect performance elsewhere in the process.
Effective P2P controls provide oil and gas organisations with greater consistency across procurement and payment activities. The course helps sponsoring organisations establish clearer ownership from purchase requisition through settlement, reducing ambiguity around who initiates, approves, verifies and releases transactions.
Improved delegation of authority thresholds support stronger expenditure governance. Automated approval routing ensures transactions follow defined authority structures while reducing dependence on informal communication and manual approval chasing. This provides management with clearer visibility over purchasing decisions and financial commitments.
A properly structured no PO no pay policy strengthens procurement discipline by connecting purchasing activity with approved purchase orders. The approach supports better control over unauthorised purchasing and provides a clearer basis for invoice validation.
Duplicate payment prevention reduces exposure created by repeated invoices, inconsistent supplier references and manual payment processing. Organisations benefit from stronger invoice validation, supplier master controls and matching procedures that identify potential duplication before payment.
Invoice exception management also becomes more structured. Rather than allowing unmatched or blocked invoices to remain unresolved in individual inboxes, organisations can establish defined queues, ownership, escalation procedures and resolution criteria. This improves visibility over outstanding exceptions and supports more consistent accounts payable performance.
Accounts payable automation supports faster and more standardised transaction processing. Optical character recognition capture reduces manual invoice data entry, while automated validation and matching rules support consistent processing. The course helps organisations evaluate these capabilities according to process requirements rather than implementing technology without appropriate controls.
Supplier self-service portal functionality can improve communication between suppliers and internal teams. Better visibility of purchase order status, invoice receipt, exception status and payment information reduces avoidable enquiries and supports more transparent supplier interactions.
The course also supports working capital management. Better control over invoice approval, payment terms and payment scheduling provides finance teams with improved information for managing payables ageing and DPO. Early payment discount capture becomes a controlled process linked to appropriate approval, payment and cash management decisions.
Standardised workflows can also support audit readiness by creating clearer transaction histories. Defined approvals, documented exceptions, system-based controls and traceable workflow actions strengthen accountability across the P2P process.
For oil and gas organisations operating across multiple assets, projects or business units, consistent workflow design provides a foundation for process harmonisation. It enables organisations to identify common control requirements while retaining appropriate flexibility for operational procurement needs.
Participants develop a practical understanding of how procurement, finance and accounts payable activities connect within an integrated P2P environment. This broader perspective helps professionals assess process issues beyond the boundaries of their individual responsibilities.
The course strengthens workflow design capability. Participants learn to translate business requirements into approval routes, control points, exception rules and automation requirements. This is particularly valuable for professionals involved in ERP implementation, finance transformation, procurement transformation and process improvement.
Participants also improve their ability to identify control weaknesses. They learn to recognise risks associated with unauthorised purchasing, missing purchase orders, duplicate invoices, weak approval structures, incomplete receipt confirmation and poorly managed exceptions.
Professionals working with automation gain a clearer understanding of how technology supports P2P controls. They develop practical awareness of optical character recognition capture, automated matching, workflow routing, supplier portals and exception management.
The course also strengthens cross-functional communication. Participants become better equipped to discuss P2P requirements with procurement teams, finance departments, accounts payable specialists, information technology teams, system integrators and suppliers.
For managers, the programme provides a structured basis for reviewing P2P performance and control effectiveness. Participants can use concepts such as payables ageing, DPO, exception volumes, approval delays and payment compliance to support process improvement discussions.
The knowledge gained also supports professionals involved in ERP and digital transformation projects. Participants can contribute more effectively to requirements definition, workflow configuration, user acceptance testing, process documentation and post-implementation optimisation.
Procurement Managers and Procurement Leads — To strengthen purchasing controls and integrate procurement activities with downstream finance workflows.
Accounts Payable Managers — To improve invoice processing, exception management, automation and payment controls.
Finance Managers and Controllers — To strengthen financial governance across purchasing and payment processes.
P2P Process Owners — To develop controlled end-to-end workflow designs and process improvement initiatives.
Procurement Operations Professionals — To standardise purchasing and approval processes across operational teams.
Accounts Payable Specialists — To improve invoice validation, matching, exception resolution and payment processing.
Finance Transformation Managers — To support automation and redesign of transactional finance processes.
ERP Project Managers — To incorporate effective P2P controls and workflow requirements into ERP implementation projects.
ERP Functional Consultants — To translate procurement and finance requirements into practical workflow configurations.
Internal Control Professionals — To strengthen preventive and detective controls throughout the P2P lifecycle.
Internal Audit Professionals — To understand key control points, approval structures and transaction traceability.
Shared Services Managers — To improve standardisation and performance across centralised procurement and finance operations.
Supply Chain Managers — To align procurement workflows with operational purchasing and supplier requirements.
Digital Transformation Professionals — To evaluate automation opportunities within procurement and accounts payable processes.
IT Managers Supporting ERP Systems — To understand business requirements for P2P automation and workflow controls.
Oil and Gas Finance Professionals — To connect transactional purchasing processes with financial governance and working capital.
Senior Procurement and Finance Leaders — To oversee P2P transformation, governance, automation and cross-functional performance.
This module establishes the foundation for controlled P2P operations across oil and gas organisations. It examines the complete transaction lifecycle and the relationships between procurement, operations, finance, accounts payable and suppliers.
Provides recognised guidance for integrating responsible procurement principles into organisational purchasing processes.
Supports structured procurement governance and consideration of procurement impacts.
Provides a useful framework for evaluating procurement processes and supplier relationships.
Helps organisations connect procurement governance with broader organisational objectives.
Participants will be able to:
Map an end-to-end P2P process
Identify key procurement and payment control points
Establish ownership across P2P activities
Apply delegation of authority thresholds to workflow design
Integrate a no PO no pay policy into purchasing controls
Identify segregation of duties requirements
Develop structured P2P process documentation
This module focuses on invoice quality, matching controls and the management of exceptions that interrupt normal payment processing. Participants examine how organisations prevent incorrect or duplicate invoices from progressing to payment.
Establishes principles for controlled and consistent organisational processes.
Supports process-based management and continual improvement.
Encourages documented procedures and defined responsibilities.
Provides a recognised basis for improving consistency in transaction-related processes.
Participants will be able to:
Design invoice validation controls
Strengthen three-way matching procedures
Establish duplicate payment prevention controls
Categorise invoice exceptions by cause and ownership
Develop exception escalation workflows
Improve invoice resolution visibility
Strengthen payment release controls
This module examines the technologies and workflow structures used to automate P2P activities. Participants assess how automation improves transaction processing while maintaining appropriate control over system-driven activities.
Provides a recognised framework for managing information security risks.
Supports controlled access to information and systems.
Addresses information security governance and risk management.
Provides relevant principles for protecting financial and supplier information within digital workflows.
Participants will be able to:
Identify suitable P2P automation opportunities
Explain the role of optical character recognition capture
Design automated invoice routing processes
Structure exception queues within digital workflows
Evaluate supplier self-service portal functionality
Identify access and information security considerations
Define automation requirements for ERP environments
Strengthen auditability of automated transactions
This module connects P2P workflow design with supplier relationships, payment performance and working capital management. Participants examine how supplier-facing processes and payment controls influence operational efficiency and financial outcomes.
Provides a framework for establishing and maintaining effective compliance management systems.
Supports defined responsibilities, controls and monitoring activities.
Encourages structured approaches to identifying and managing compliance obligations.
Provides principles relevant to controlled supplier and payment processes.
Participants will be able to:
Improve supplier-facing P2P processes
Structure supplier self-service portal workflows
Strengthen supplier data controls
Support early payment discount capture
Analyse payables ageing
Understand DPO within P2P performance management
Improve payment process visibility
Connect supplier collaboration with procurement governance
This module brings the course together by focusing on performance measurement, control monitoring and continuous improvement. Participants develop an integrated approach for reviewing P2P workflows and identifying opportunities to improve efficiency, control and business value.
Provides a recognised framework for designing and evaluating internal control systems.
Addresses control environment, risk assessment, control activities, information and communication, and monitoring.
Supports structured evaluation of financial and operational controls.
Provides relevant principles for assessing P2P control effectiveness and ongoing monitoring.
Participants will be able to:
Establish P2P performance measures
Review workflow control effectiveness
Analyse invoice and payment exceptions
Monitor duplicate payment prevention controls
Assess payables ageing and DPO
Evaluate automation performance
Identify recurring P2P process weaknesses
Develop continuous improvement priorities
Build a structured P2P controls improvement roadmap
Attendees receive a Certificate of Completion from Institute For Oil & Gas Training upon successfully finishing the course. The certificate confirms completion of the Procure-to-Pay P2P Controls & Automation: Workflow Design Training Course.
Participants are required to attend the course in full to receive the Certificate of Completion.
Fees include tuition, course materials and refreshments. Need different dates or a different city? Ask about your preferred date.
The course covers end-to-end P2P workflow design, procurement controls, delegation of authority thresholds, no PO no pay policy, invoice matching, duplicate payment prevention, exception management, accounts payable automation, supplier portals and payment optimisation.
The course is designed for procurement, finance, accounts payable, supply chain, ERP, internal control, audit and digital transformation professionals working in oil and gas organisations.
Participants examine accounts payable automation, optical character recognition capture, automated invoice matching, digital approval workflows, exception queues, ERP integration and supplier self-service portal processes.
Participants develop practical skills in P2P workflow design, purchasing controls, invoice exception management, payment governance, automation requirements, supplier collaboration, payables ageing and DPO analysis.
Yes. Attendees receive a Certificate of Completion from Institute For Oil & Gas Training upon finishing the course, subject to full attendance.
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Next: 19 Jan 2027
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