Training
Creating and using requisition templates
Learn how to create templates for FAOs, worktag splits, and requisitions.
Resources
Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.
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.
Training
Determining if an invoice has been paid
Discover multiple methods for finding and viewing payment status.
Training
Determining if your purchase order was sent to the supplier
Confirm if a purchase order was sent to the supplier in Marketplace, including how and when it was sent, then look up the supplier contact information in Workday.
Training
Determining the Assistant Category Manager on a requisition
Find the name of the assistant category manager working on your requisition, in addition to whether or not the requisition is temporarily on hold and why.
Training
Determining which purchase order invoices still need receipts
Reconcile outstanding receipt requirements so matching can occur and invoices can get paid.
Training
Dupli quote request and retrieval instructions
Learn how to access and use these functions in the supplier catalog.
Training
Editing a requisition after submission
Recall and make changes to a previously submitted requisition.
Training
Editing a scheduled report
Find step-by-step instructions for making changes to scheduled reports and resetting criteria to get the results you need.