Resources

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps on how to find and view the payment status on a supplier invoice. This may be helpful in order to determine if the supplier invoice has been paid or not in Workday.

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 an Internal Service Delivery Data Entry Specialist through the process of creating an Internal Service Delivery (ISD) in bulk. This task uses a spreadsheet template that you will integrate into Workday to help if you have multiple internal service deliveries to create at the same time. To load the transaction file, users will need to connect to the Workday SFTP server. By the end of this QRG, you will be able to successfully create ISDs in bulk using the integration process in Workday.

This Quick Reference Guide (QRG) is designed to walk employees through finding the original requester on a converted purchase order.

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. 

 

University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be dire

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 attach documentation, such as a packing slip, to a supplier invoice in Workday.

Effective Nov. 21, 2022

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through creating a noncatalog purchase requisition. You will place non-catalog orders in Workday, which will then be integrated into the Marketplace. By the end of this QRG, you will be able to successfully create a non-catalog purchase requisition in Workday to procure goods and supplies as per UVA’s need.

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 in Workday course.

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.

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.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a supplier invoice request in Workday.

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.