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 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 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 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. 

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.

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 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.