Resources

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This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through finding supplier information in Workday. This includes whether or not the supplier is in the vendor file, supplier contact information, order-from and remit-to connection information, and more. By the end of this QRG, you will be able to successfully find supplier information in Workday.

Slides for the Account Certification Workday Process lesson.

Information about UVA's program with RGH for business supplies. 

Workday reports that have a summarized Obligations column often have a lot of “noise”.  Workday shows all journals (full transparency) related to the account.  For obligations, that includes the journal that moves it into the obligation ledger as well as any journal that liquates that obligation (or zeros out that obligation) when it moves from an obligation to an actual in the actuals ledger. 

Here is an example of what that can look like:

This Quick Reference Guide (QRG) informs Procurement Shoppers how to find and view a purchase order. 

All about Activity Stream, added functionality in Workday

Employee as Self:  My Requisition Report (Video Resource)

Employee as Self: Supplier Invoice Approval (Video Resource)

Employee As Self:  Create and Assign a Cart (Video Resource)

Procurement Shopper:  Act on Assigned Cart (Video Resource)

Procurement Shopper:  Cancel, Edit, and Copy a Supplier Invoice Request (Video Resource)

Procurement Shopper:  Change Purchase Order (Video Resource)

Procurement Shopper: Change Requisition through My Requisition Report (Video Resource)

Procurement Shopper:  Create a Purchase Requisition (Video Resource)

Procurement Shopper: Create a Requisitions Worktag Template (Video Resource)