Training
Creating a change order to add a new FAO for future charges
Find instructions, additional details, and helpful screenshots to walk you through this modification process.
Announcements
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Training
Creating a change order to update employee names
Follow these protocols to modify contact details and ensure billing and shipping accuracy.
Training
Creating a goods line requisition
Find step-by-step instructions for ordering office supplies, food/drinks, clothing, and more.
Training
Creating a Marketplace order (Jaggaer)
Access instructions for the integrated online platform used for sourcing products from contract vendors.
Training
Creating a purchase order that will be delivered to someone else
Ensure deliveries are received by the right person and that they can create the receipts required to facilitate payment.
How-to
Creating a requisition in Workday
Learn to create different types of requisitions to purchase in Workday, including Marketplace (Jaggaer) orders, non-catalogue orders, and special cases. Includes a checklist, frequently asked questions (FAQ), and links to a searchable library of training guides with step-by-step instructions and screen shots.
Training
Creating a supplier invoice from a receipt
Staff who have P2P FAO/Cost Center initiator role can enter their own invoices into Workday or send them to Accounts Payable to enter them. If you prefer to enter your own invoices, please be sure the Supplier does not also send them to Accounts Payable to avoid duplication.
Training
Creating and using requisition templates
Learn how to create templates for FAOs, worktag splits, and requisitions.
Training
Creating receipts needed for payment processing
Learn how to create receipts required for many transactions, reconciling the most common cause for match exceptions and unpaid invoices.
Training
Creating requisitions for different types of goods and services
Find instructions, details, and screenshots to walk you through different processes for: software maintenance, equipment maintenance, progress payments, non-catalog items, prior non-catalog reqs, service line, or a single project with one labor rate.