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.
“Finance and Procurement Enquiries” will appear as one of your services.
Click on the “Finance and Procurement Enquiries” icon.
Click on the “Finance and Procurement Enquiries” icon. You will see the “Finance and Procurement Enquiries Summary” page.
Hover over the “Add” button and click on the “Add Enquiry” button.
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.
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.
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.
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.
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
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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 |
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Escalation contacts: |
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Procurement queries |
Lyn Stanton |
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P2P supervisor |
Jill Roberts |
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P2P manager |
Natalie Hooper |
Customers
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Invoice Queries |
Self-Service |
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Procurement Queries |
Self-Service |
Suppliers
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Invoice Queries |
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Procurement Queries |
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Formal Commercial Contracts/Agreements
The Procurement team is currently updating its contracts register to ensure that it is up to date and contains details of all commercial contracts currently in effect within the Trust.
Commercial contracts are legally binding agreements made between the Trust and third party suppliers; typical examples include any contracts/agreements for the provision of services, including consultancy/clinical supervision agreements, as well as equipment rent/lease/loan agreements.
To ensure that we capture such contracts, please send over details of any known commercial contract(s) applicable to your team to holly
Please note that agreements made directly with commercial suppliers that are not covered with an official purchase order, or do not have a formal contract in place via the Procurement Department may leave the Trust open to risk.
If you have any queries please contact either Paul.Harrison2@merseycare.nhs.uk or Colin.Todd@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.
