Resources

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through creating a non-catalog purchase requisition. You will place non-catalog orders in Workday, which will then be integrated into the Marketplace.  Details on integrating a vendor discount are also included.

This Quick Reference Guide (QRG) is designed to walk department users through submitting a Contract Request. A Contract Request should be submitted when you need a contract reviewed and signed by Procurement & Supplier Diversity Services (PSDS) and you do not a need a Purchase Order (PO) issued to a supplier. This happens if you are either paying using a T&E card or there is no cost associated with the contract.

Slides for the Account Certification Policy and Procedure lesson.

These slides cover the process flow of the requisitioning process, completing the Create and Assign a Cart functions, approving a supplier invoice for which you are listed as requester, and running the My Requisitions report and understand how the report’s data can be utilized.

This QRG is designed to walk an Internal Service Delivery Data Entry Specialist through the process of requesting the cancellation of an existing Internal Service Delivery (ISD) in Workday. This is the process to follow if you need to completely cancel the ISD transaction because the good or service was never provided. ISDs can be cancelled after they are approved by creating a request, which routes to the ISP Administrator for approval. By the end of this QRG, you will be able to successfully create a request for the cancellation of an existing ISD in Workday.

For PSDS (authenticated by Netbadge) staff to request help with requests for reports or other data.

go to Data/Reporting Request Form

For PSDS (authenticated by Netbadge) staff to request help with web changes, emails, or to set up a Zoom webinar.

go to Communications Request Form

The slides for this course cover:  How requisition informs a purchase order and subsequently informs a supplier invoice, successfully creating a requisition including a template requisition, changing a purchase order, approving a supplier invoice, understanding reporting capabilities available for Procurement Shopper Requisition functionality

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of editing an existing catalog item in Workday. By the end of this QRG, you will be able to successfully edit existing Internal Service Provider (ISP) Catalog Items in your catalog in Workday.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of creating a new catalog item in Workday. By the end of this QRG, you will be able to successfully add Internal Service Provider (ISP) Catalog Items to your catalog in Workday.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of changing an approved Internal Service Delivery (ISD) in Workday. This procedure will show you how to make changes to an ISD. If you need to completely remove the ISD, see the Cancel ISD Quick Reference Guide used to request cancellation of an ISD by the ISP Administrator.

This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of creating an Internal Service Delivery (ISD). An ISD is a Workday transaction that records critical information related to the item(s) that an ISP provides to another unit within UVA. When approved, it generates revenue/recovery for the ISP and expense for the requester.

SIGNATURE AUTHORITY

Signature authority is a formal delegation that allows an individual to sign or otherwise enter into an agreement that legally binds the university to terms and conditions. This includes written contracts that bind or obligate the university to a financial or a non-financial commitment. Agreements signed by unauthorized employees or agents are not valid and do not bind the university.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper, or whoever is listed as the Requester if an Employee as Self assigned a cart to a Requisitioner, through the steps to review and approve a supplier invoice in Workday. Supplier Invoice Approval is required for all invoices of $10,000 or higher. The Supplier Invoice Approval notification will be sent to whoever is listed as the Requester on the purchase order.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to cancel, copy, and edit a supplier invoice request in Workday. By the end of this QRG, users will be able to successfully cancel or edit an existing supplier invoice request and copy an existing request to create a new supplier invoice request using the My Supplier Invoice Requests report.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the Create Change Order task. The needed changes may consist of such areas as quantity, cost, Worktags, etc. By the end of this QRG, you will be able to make edits to their existing purchase orders you have placed, as and when required.