Resources

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

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

All about Activity Stream, added functionality in Workday

Procurement Shopper:  Create a Purchase Requisition (Video Resource)

Procurement Shopper:  Create a Supplier Invoice Request (Video Resource)

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of 
creating a non-catalog requisition template in Workday, which can be used to automatically populate several 
key fields when creating a non-catalog requisition instead of manually entering them

This Quick Reference Guide (QRG) is designed to walk a department end user through submitting a PO that will be paid by wire in a foreign currency.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a recurring supplier invoice request in Workday. To kick off this process, you will need to initially create a supplier invoice request and then copy that supplier invoice request. For example, this would be where you want to set up 12 monthly payments for a stipend but want to set it up all at once rather than remembering to do it each month. To do this, you would create the supplier invoice request and copy it 11 times so that there are now 12 separate supplier invoice requests.

This Quick Reference Guide (QRG) is designed to walk Procurement Shoppers through how to print a Purchase Order (PO) in UVA Marketplace. In UVA Marketplace, you can print a clean, fax version of the Purchase Order. 

Allowable Spend Categories for Supplier Invoice Requests

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 an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees.

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.