Implementing An Order-To-Cash System: An Executive Guide

Source To Pay And Procure To Pay

The orders-to-cash process is multi-step framework used to enable business to transition seamlessly from purchase order to payment. This complex process involves sending purchase orders, as well as tracking goods, ensuring timely payment, and generating invoices, all while allowing for visibility and control. Companies in search of maximizing operations efficiency typically turn to an integrated solution to streamline orders-to-cash operations.

C-suite executives who are seeking an order-to-cash system need to consider two important components: source-to-pay and procure-to-pay. Source-to-pay refers to the process of acquiring goods and services, while procure-to-pay refers to the process of delivering those goods and services. In this guide, executives will receive an overview on how to use solution for source-to-pay and procure-to-pay, as well as comprehensive introduction to order-to-cash platforms.

Step 1: Assess your Business Needs

The first step to using source-to-pay and procure-to-pay solution is to assess your organizations business needs. Every organization has different objectives, so be sure to evaluate your current processes and ascertain which areas can use improvement. Most order-to-cash solutions offer features such as spend management, supplier relationship management (SRM), and e-procurement, so consider these and other features when making your selection.

Step 2: Select an Order-To-Cash System

Once you?ve determined your business needs, it is time to select an order-to-cash system that meets those demands. few factors to consider include scalability, budget, customization, and integrations. Make sure the vendor you select has the necessary qualifications and years of experience in providing order-to-cash solutions.

Step 3: Configure your System

After selecting your order-to-cash system, you can begin designing and configuring the platform to meet your individualized business needs. These configurations should include appropriate levels of authorization, custom pricing rules, supplier contracts, buyer?s billing information, and invoice delivery rules. Make sure to supply all the necessary information to ensure that order-to-cash runs properly and on time.

Step 4: Train the Users

Once the system is configured, it is time to start training the users. To make sure that everyone is using the system regularly, it is important to provide comprehensive user training that includes processes and features of the system. Additionally, make sure you set up regular review of user progress to assess effectiveness and make any necessary updates.

Step 5: Monitor Performance

Performance monitoring is an important part of ensuring that order-to-cash operations run smoothly. Monitor the system?s performance regularly to assess the effectiveness of the source-to-pay and procure-to-pay processes and make any necessary improvements. This should focus on accuracy and speed, as well as areas that need to be refined or improved.


Integrated order-to-cash solutions are one of the most effective ways to keep operations running smoothly and maximize efficiency. Source-to-pay and procure-to-pay solutions help streamline the process of acquisition, while also providing visibility into pricing, spend behavior, and performance through monitoring. C-suite executives should use this guide to help identify their individualized order-to-cash needs, select the correct system, configure it properly, instruct team members on how to use it, and use regular performance monitoring to ensure success.