New self service platform

From 2 October 2023, all Purchase to Pay (P2P) enquiries will be processed through a new self-service platform called Finance and Procurement Enquiries.

Enquiries will no longer be processed via email.

You will find the finance and procurement enquiries on the fourth tab along.

Procurement

We provide specialist procurement advice, achieving excellent value for money through strong and effective relationships with internal and external stakeholders.

Order to pay

Providing excellent, efficient, and effective purchase to pay services, which are customer focused and an essential function supporting the delivery of perfect care.

To access the Finance and Procurement Enquiries self-service, follow the link below: http://selfservice.xmerseyhc.nhs.uk

On the Service Desk landing page, click on the “My Services” icon.

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“Finance and Procurement Enquiries” will appear as one of your services.

Click on the “Finance and Procurement Enquiries” icon.

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Click on the “Finance and Procurement Enquiries” icon. You will see the “Finance and Procurement Enquiries Summary” page.

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Hover over the “Add” button and click on the “Add Enquiry” button.

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Select your enquiry “Name, Type, Category, and Urgency” from the “Description” panel and include a description in the “Description” textbox provided.

You are to provide answers to the “Mandatory Questions” in the “Mandatory Questions” panel on the right.

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To include any supporting document in your enquiry, simply click on the “Select” button in the “Attachments” panel below to browse and locate your document.

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Once you have located your document, select it and click on the “Open” button to attach your document.

Your document(s) will appear in the “Attachments” panel.

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Click on the “Submit” button after inputting all the required information to complete your enquiry or you may simply click on the “Close” button.

Your enquiry will be recorded as an incident on the “Finance and Procurement Enquiries Summary” page.

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Someone from the Purchase to Pay (P2P) team will attend to your enquiry and you will be notified by email each time there is an update on the resolution status of your enquiry until the incident is closed.

Note

If you have any issues accessing the P2P Enquiries module, contact the IT Service Desk: http://selfservice.xmerseyhc.nhs.uk

P2P Team

Phone

Dial 01925 972 767, Option 1 for Finance, then 1 for invoice/payment queries or

Option 2 for Procurement, then 1 for Purchase Order Query, 2 for Supply chain query

Escalation contacts:

 

 

Procurement queries

Lyn Stanton

Lyn.Stanton@merseycare.nhs.uk

01925 972 767

P2P supervisor

Jill Roberts

jill.roberts2@merseycare.nhs.uk

P2P manager

Natalie Hooper

natalie.hooper2@merseycare.nhs.uk

 

Customers

Invoice Queries

Self-Service

http://selfservice.xmerseyhc.nhs.uk

Procurement Queries

Self-Service

http://selfservice.xmerseyhc.nhs.uk

 

Suppliers

Invoice Queries

Email

purchasetopay@merseycare.nhs.uk

Procurement Queries

Email

purchasetopay@merseycare.nhs.uk

 

If you have any issues accessing the Finance and Procurement Enquiries module, contact the IT Service Desk: http://selfservice.xmerseyhc.nhs.uk.

The below graphics show good practice when ordering goods or services and where this sometimes falls down. 

Please note that while these diagrams reference older terminology (P2P) the process remains the same for Finance and Procurement Enquiries.

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