Service Titan Knowledge Base

Set up your account for Procure-to-Pay (P2P)Last updated on 09/08/2022

Set up ServiceTitan for Procure-to-Pay (P2P) to be able to leverage the integrated workflows in pricebook and purchasing.


Things to know

  • Before you set up Procure-to-Pay, make sure you have your Customer ID or Account Number for the supplier you are setting up—typically found on an invoice or in their online portal—as well as the postal code associated with your account.

  • R.E. Michel supplier requires users who perform the vendor integration needs to have a valid email address to modify settings.


Set up ServiceTitan for Procure-to-Pay (P2P)

Two steps are required to set up Procure-to-Pay (P2P):

  1. Map suppliers and enable Procure-to-Pay (P2P)

  2. (Optional) Configure the default PO delivery method for mapped vendors to send POs electronically

Map suppliers and enable Procure-to-Pay (P2P)

Map or integrate your ServiceTitan account with your supplier accounts.

Typically, you only need to complete this setup once. However, if you make changes to your supplier account, you may need to update your integration in ServiceTitan to pull the latest accounts and subaccounts from the supplier into ServiceTitan and map any new subaccounts.

To set up your vendor integration:

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, click Integrations > Vendor Integrations. The Integration Types screen opens.

  3. Click Procure-To-Pay. The Vendors screen opens showing the vendors available for integration.

  4. Click the vendor you want to integrate with. The Integration Setup screen opens showing a progress tracker.

  5. Step 1 - Link Vendors. In the dropdown, select your ServiceTitan replenishment vendors that are equivalent to your supplier, and then click Next. Note: For more information on setting up replenishment vendors, see Set up vendors.

  6. Step 2 - Verify supplier account number and the postal code associated with your supplier account. Click Next to verify your account. Note: The postal code field is mandatory for activating the integration.

    If your account verification is successful, a checkmark displays for step 2.

  7. Step 3 - Map Account

    1. Select a data type (typically Business Unit [BU] or Truck & Warehouse) to map your supplier subaccounts with their equivalent object in ServiceTitan—for example, if you’re a multi-trade shop with BUs for HVAC or plumbing or a big shop with multiple warehouses that map to different supplier subaccounts. Note: The data types may differ based on the supplier.

      Your supplier subaccount numbers display for mapping.

    2. Click the dropdown and select the warehouses, trucks, or BUs in ServiceTitan that correspond to your supplier subaccount.

      Example: If you have a subaccount with special pricing for a specific project or job, map that subaccount to the warehouse or BU from which you’ll be doing that project or job.

    3. Select a Primary subaccount, which is the default account where purchases are made from. Example: If a technician is on a job and creates a PO, pricing information comes from the primary account. However, if you’re in the pricebook or placing a PO from ServiceTitan, you can select any of your mapped warehouses or BUs.

    4. When you’re finished mapping, click Activate. Activating the vendor integration stores the mapping between ServiceTitan and your supplier so that all supplier subaccounts are referenced throughout the Procure-to-Pay process.

    5. After mapping your pricebook to a provider catalog, you can see the synced vendor information in your pricebook—such as part number and cost—as well as any special pricing for supplier subaccounts obtained through the integration

    6. On the Confirm Activation pop-up, click Confirm and Activate. Activation can take up to two hours to complete.

After a vendor is activated, you can update the default PO delivery method to send electronic POs and sync vendor costs to your pricebook. See Update default PO delivery method for mapped vendors and Download vendor costs from provider catalogs.

Update default PO delivery method for mapped vendors

The typical PO delivery method is by email. However, with vendor integration, you can update the default delivery method to electronic. With electronic delivery, the POs go directly into the supplier’s enterprise resource planning (ERP) system, which is a much more efficient process.

To update a vendor’s default delivery method:

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, click Inventory > Vendors.

  3. Click a vendor you mapped previously, and then click Edit.

  4. On the Edit Purchasing Vendor screen in the Purchase Order Details section, select Electronic Delivery as the default delivery method. Note that this option is available only for vendors that you have integrated with via procure-to-pay.

  5. Click Save.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.