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 Non-PO Contract Request. A Non-PO Contract Request should be submitted when you need a contract reviewed and signed by Procurement Services 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.

This is an example timeline or schedule for the RFP process.  It is used to give the requestor an idea of the length of time to execution.

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 employee through editing their “Deliver-To” location and changing their Work Space. Changing a Work Space changes the “Deliver-To” location on your profile, which will then automatically populate on transactions such as requisitions. Another way to change your “Deliver-To” location is by editing the field in the transaction before it is submitted. By the end of this QRG, users will be able to successfully change their identified Work Space and edit their “Deliver-To” location.

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.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of acting on a shopping cart from the UVA Marketplace that has been assigned to you by an Employee as Self. By the end of this QRG, you will be able to successfully create a requisition for UVA Marketplace items that an Employee as Self has put into a shopping cart and assigned to you to complete the processing by entering all the pertinent information and worktags.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of creating a requisition worktags template in Workday, which can be used to automatically populate the worktags when creating a requisition instead of selecting worktags manually. This is useful for frequently ordered items, as you can save the worktags string in a template and use it every time you create requisition for those items.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through creating a requisition. By the end of this QRG, you will be able to successfully create a purchase requisition in Workday to procure goods and supplies as per UVA’s need. You will able be able to place orders for these goods on the UVA Marketplace integrated in Workday. You will also be able to successfully create an intercompany purchase requisition, which is a requisition for a UVA company other than your own home company.

This Quick Reference Guide (QRG) is designed to walk an Employee as Self through the process of assigning a procurement cart in Workday to another worker. By the end of this QRG, you will be able to successfully assign a cart to the relevant worker after adding the required items for UVA from the UVA Marketplace integrated in Workday.