Steps to complete common purchasing tasks in Workday

Overview

The table below provides a quick overview of the steps required to complete common procurement activities in Workday. 
 

 

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
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 Email invoice to AP (payables@mtholyoke.edu)
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 Email invoice to AP (payables@mtholyoke.edu)
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

 

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