Steps to complete common purchasing tasks in Workday

Summary

This article provides a quick overview of the steps required to complete common procurement activities in Workday

Body

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
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

Details

Article ID: 9472

Created

Tue 7/9/24 11:26 AM

Modified

Thu 8/8/24 10:48 AM