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How do I change my Ship To/Deliver To address on a requisition?
All users should be able to change their “Ship To / Deliver To” addresses on a requisition. The “Deliver To” address is sent to the supplier and should be the primary address users confirm is correct to ensure delivery of their items. The “Deliver To” address has more details to support delivery (room/office numbers/floor number).
Please take the time to find the correct “Deliver To” address and use that. Change “Deliver To” on the Create Requisition page (Edit Details button) or on the requisition line item itself.
All users are assigned a default address/location in their profile which is the default “Ship To” address when a user places a requisition. If you need to change the “Ship To” address in your profile permanently or it is not correct, submit a ServiceNow case using the “I have a general HR question” form to modify that. Based on recent configuration changes, the “Ship To” field does not impact what is sent to the suppliers.
How can I find a supplier invoice in Workday?
To find any supplier invoice in Workday, use the “Find Supplier Invoices” report. Enter the Company (or leave blank for all). Then, remove the automatically populated date in the “Invoice Date On or After” field and enter today’s date in the “Invoice Date On or Before” field to pull all invoices currently in Workday. Once you pull the report, it can be filtered by supplier (or other desired fields) to find invoices.
To view invoices that require review, use the report named “CU Find OCR Supplier Invoices Requiring Review.” This will only pull OCR invoices in Draft status that will require review/updates before they continue through the workflow
How can I request a new supplier?
Enter Create Request in the search field and select Supplier Request from the Request Type list. Complete the questionnaire and select Submit. If you do not see Supplier Request in the dropdown then you are not assigned the Accounts Payable Data Entry Specialist security role.
The more information you include, the better! Complete supplier requests are much easier and faster to process. When completing the request, include what you’re buying, an estimated dollar amount, whether it’s a one-time or recurring need, and any additional information. Supplier registration works differently in Workday, so after the request is approved, you won’t see status updates until the supplier is fully approved and active in Workday.
What reports can I use to review spend authorizations and expense reports?
In Workday, search for Find Spend Authorization Lines for Organization or Find Expense Report Lines for Organization to review transactions for your organization.
How can I ensure a requisition related to a workorder routes to Facilities for approval?
Workorder worktags ensure correct routing.
How are vendors/suppliers paid through Workday?
Suppliers/vendors are sent an email inviting them to complete a registration process in Workday in order to be paid electronically. Until they complete that process they are paid via check.
I need to pay an invoice with a CUF account that would have been paid on the CUF business unit in Peoplesoft?
Invoices for CUF can be entered manually using Create Supplier Invoice task.
Can the P-card be used at a stores that are available for punchouts in Workday, or is it required to use the punchout functionality in Workday?
Please use the punchout functionality unless your purchase is an emergency or there is a price discrepancy between the punchout price and the in-store price.
Why do I have to select a Spend Category?
Spend Categories are KEY to Workday’s workflow, tax, procurement reasons options (i.e. exemptions), PO/non-POs, and Miscellaneous Pay Requests. When selecting a Spend Category, explore all available options to find the best one to fit the purchase, and refrain from defaulting to the first category that comes to mind (i.e. Contract Services). Selecting different Spend Categories may open different functionalities, change workflows, or change taxes, among other things. Spend category definitions and uses are available in the Worktag Glossary.
How did I request a new spend category?
Enter Create Request in the search field and select FDM Element in the Request Type, complete the questionnaire and select Submit.
How can I pay a direct expenditure bill?
for a non-PO invoice, use the Create Supplier Invoice task to process an invoice that pays a bill similar to a utility. You can continue to use the Create Supplier Invoice task for these types of invoices. The Miscellaneous Payment Request task used in cases of non-supplier payments or refunds.
When trying to submit a change order to a PO I’m unable to change any of the lines, why is that?
If the invoice is pending changes cannot be made on lines.
How does BuyWays work with Workday when creating a requisition?
Start the requisition in Workday, follow the link to BuyWays to shop punchout catalogs, and then return to Workday. The transaction starts and ends in Workday so a full transaction record is available there.
How should end users pay an invoice from an approved Purchase Order?
Invoices need to be submitted to the OCR for POs.
When completing a requisition for software or software maintenance should I select Good or Service?
Due to accounting rules, these types of purchases are considered Goods.
