Overview
The table below provides a quick overview of the steps required to complete common procurement activities in Workday.
Note: You do not need to complete the task "Create Supplier Invoice Request" if the purchase is associated with a requisition made in Workday. The purchase requisition and resulting purchase order (PO) replaces the "Create Supplier Invoice Request" task.
| Procurement Activity |
Workday Task |
Attachment handling |
| Reconcile procurement card transactions |
Verify procurement card transaction |
Attach receipt to verification |
| Reconcile travel & entertainment card (T&E card) transactions |
Create expense report
If your expenses are more than $2,000, you must first Create Spend Authorization |
Attach receipts on each line item
Attach event flyer, travel itinerary, or conference program |
| Receive a punch-out order |
Create receipt |
No attachment needed |
| Complete the requisition process for a new purchase order (PO) created in Workday |
Create receipt |
Email invoice to AP (payables@mtholyoke.edu) |
| Complete the requisition process for an after-the-fact PO you created to pay an invoice over $10,000 |
Create receipt |
Email invoice to AP (payables@mtholyoke.edu) |
| Pay a supplier invoice for a supplier currently that is on file |
Create supplier invoice request |
Attach invoice to Supplier Invoice Request |
| Pay a supplier invoice for a supplier that is not on file |
Share supplier registration site with supplier or Create supplier request. Then Create supplier invoice request |
Attach invoice to Supplier Invoice Request |
| Pay a supplier invoice for goods/services delivered when you have already made a Standing Order requisition/PO in Workday |
Create receipt |
Email invoice to AP (payables@mtholyoke.edu) and include the PO number created from your requisition |