Build an AP intake SIPOC before changing workflow
Use SIPOC to define invoice intake boundaries before redesigning or automating AP workflow.
AP wants to automate invoice intake, but the current inbox mixes invoices, credit memos, supplier statements, payment chases, bank-change requests, and buyer questions. SIPOC: Suppliers, Inputs, Process, Outputs, Customers, plus constraints and measures The common trap is building workflow fields before defining what belongs in intake and what should route elsewhere. Suppliers List who supplies intake information: external vendors, procurement system, receiving team, requesters, tax data source, and vendor master. This prevents the team from treating the vendor email as the only input source. Inputs Define complete inputs: invoice image, supplier ID, PO or no-PO reason, receipt or service acceptance,…
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