When you are providing goods or services to another internal department, be sure and handle the transaction via internal service delivery (ISD) instead of using a manual journal entry or supplier invoice.
Most Workday Financials users have already taken advantage of the ISD process and can attest to the general ease of the transaction. In fact, if you're not already using ISD, the only additional step you need to take is a one-time setup of an internal service provider (ISP) using a request template. After that, you can take advantage of the helpful features of using the ISD process:
- You don't have to worry about debits and credits, because the accounting is done automatically between the unit charging and the unit receiving the funds.
- You can set up catalogs for items that have a constant rate, making it easy to pull from the catalog when you do your ISD.
- Supporting documentation can be added right to the transaction, reducing outside file storage and encouraging good tracking.
- Internal Service Provider Request Template
- Frequently Asked Questions about ISDs
- How do I charge an internal UVA department for goods or services? https://uvafinance.virginia.edu/resources/how-do-i-charge-internal-uva-department-goods-or-services
- I previously charged internal UVA departments for goods or services through either a manual journal or supplier invoice request. Am I still allowed to process internal transactions in this manner? https://uvafinance.virginia.edu/resources/i-previously-charged-internal-uva-departments-goods-or-services-through-either-manual
- What is the difference between ISD and ISP? https://uvafinance.virginia.edu/resources/what-difference-between-isd-and-isp