Conversion of Purchase Orders for P2P Approvers
Converted Purchase Order approvals and match exceptions will route to P2P approvers within the applicable cost center. This means P2P approvers will see notifications for approvals and match exceptions in their Workday inbox that will require action. Note that P2P approver involvement in these transactions is limited to Purchase Orders involved in conversion; this role will not normally be involved in regular business transactions going forward.
New Notifications will be sent as outlined below:
- Invoice Approval
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Please confirm that the goods and services represented on this invoice have been received and that the invoice is authorized for payment. Approval of this invoice is an acknowledgment that the goods and services have been received. You are receiving this notification because the invoice is matched to a purchase order where your cost center has been used.
This invoice is matched to the converted purchase order and during conversion, the original requester information was not brought into Workday. Please contact the original requester to confirm that goods and services have been received.
You may not know who the original requester is. To find the original requester, use the UBI Reporting module. A QRG for how to find the original requester can be found here. If you wish to add attachments/packing slips: select task actions (top right), view details, and on the invoice-related actions menu select "add attachment". Then return to your inbox to approve the invoice. A QRG for this process can be found here.
- Match Exception
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Supplier invoice SI-XXXXX for (Supplier) on (PO Number) has a match exception that must be addressed before it can be paid. Please submit a change order for the associated purchase order if you want to pay this invoice as is, or submit a request to reject the invoice to Payables. You are receiving this notification because the invoice is matched to a purchase order where your cost center has been used.
This invoice is matched to a converted purchase order and during conversion the original requester information was not brought into Workday. Please contact the original requester to confirm the next steps.
You may not know who the original requester is. To find the original requester, use the UBI PO reporting module. A QRG for how to find the original requester can be found here.