Training
Procurement transaction approval reference guide
Step-by-step instructions with screen shots for accessing, reviewing, delegating, and approving transactions in Workday.
Resources
Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
Form
Professional services agreement
This must be completed and signed in order to submit a Non-Catalog Service Requisition to hire an independent contractor.
Training
Purchase order and receipt maintenance for departments
Review comprehensive guidance on scope and compliance, department expectations, and more.
Policy or guideline
Purchase order: change order guidelines
Learn the acceptable reasons for requesting a change to a Purchase Order (P.O.) and about the submit, review, and update process in Workday.
Training
Purchase orders and reqs: what to do when someone leaves your department
Ensure seamless P2P transitions with guidelines for training and transferring in-progress requisitions and Purchase Orders.
Tool
Qualified Supplier lookup tool
Search for the top 10 Qualified Suppliers based on Spend Category, Commodity, or Diversity designation. You can create a purchase requisition immediately when you use an existing Qualified Supplier.
Training
Receipts reference guide
Review comprehensive guidance on creating receipts, making cancellations or adjustments, reporting, monitoring activity, and more.
Training
Reconciling a monthly ledger (FAO)
Review transactions for validity, posting accuracy, and budget alignment.
Form
Report supplier performance issue
Use this form to request Purchasing Department support for investigating, negotiating, and resolving issues with a supplier.
Training
Request a new supplier in Graphite reference guide
A downloadable reference guide with step-by-step instructions for requesting a new supplier and checking the progress in Graphite Connect, includes screen shots