Workday Finance: Procurement

Business Process Description Audience Tip Sheet Tutorial
Assign Cart in UMarketplace Learn how to assign a cart to someone else in UMarketplace, retrieve a cart that has been assigned to you in UMarketplace, and complete the cart in Workday.  Employee
Create Purchase Requisition for Catalog Goods Learn how to create a Purchase Requisition for catalog goods, including accessing UMarketplace, connecting to shop on supplier websites, bringing the cart back to UMarketplace, and completing the cart in Workday.  Employee
Create Purchase Requisition for Catalog Goods (UMH) Learn how to create a Purchase Requisition for catalog goods, including accessing UMarketplace, connecting to shop on supplier websites, bringing the cart back to UMarketplace, and completing the cart in Workday. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Create Purchase Requisition for Non-Catalog Goods Learn how to create a Purchase Requisition for non-catalog goods, including accessing UMarketplace, creating Ad-hoc Items, and completing the cart in Workday.  Employee
Create Purchase Requisition for Non-Catalog Goods (UMH) Learn how to create a Purchase Requisition for non-catalog goods, including accessing UMarketplace, creating Ad-hoc Items, and completing the cart in Workday. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
N/A
Create Purchase Requisition for Services Learn how to create a Purchase Requisition for services, and find related reports.  Employee
Create Purchase Requisition for Services (UMH) Learn how to create a Purchase Requisition for services, and find related reports. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Create Purchase Requisition for Services: Consulting Agreements Learn how to create a Purchase Requisition for a consulting agreement, and find related reports.  Employee N/A
Create Standing PO Learn how to create a Standing Purchase Order (PO) for recurring services, and find related reports.  Employee Coming Soon
Correct Company Selected on a Purchase Requisition Purchase Requisitions must be submitted using driver worktags that are consistent with the Company you are using. Otherwise, you will receive an error message. This tip sheet will guide you on how to correct the selected Company on a Purchase Requisition and, if applicable, recover your cart from UMarketplace. Employee
Correct Company Selected on a PCard Verification Procurement Card (PCard) Verifications must be submitted using the Company that is consistent with the Driver Worktag(s) you are using. Otherwise, you will receive an error message. This tip sheet will guide you on how to find PCard Verifications and correct the selected Company. Employee (PCard Holder), Procurement Data Entry Specialist N/A
Close Purchase Order Learn when and how to close a Purchase Order (PO) to release the remaining encumbrance, and find related reports. Procurement Data Entry Specialist N/A
Create Change Order Learn how to process changes to a Purchase Order (PO) that has already been issued for goods or services. Procurement Data Entry Specialist, Cost Center Manager, Cost Center Sponsored Program Manager
Create Change Order (UMH)

Learn how to process changes to a Purchase Order (PO) that has already been issued for goods or services. (UMH Only)

Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Verify Procurement Card (PCard) Transactions Learn how to reconcile purchasing card (PCard) transactions (for yourself or on behalf of other employees), split costs between multiple Spend Categories or Driver Worktags, and find related reports. Employee, Procurement Data Entry Specialist, Manager
Create Receipt Learn how to create Receipts to record goods and services received, take appropriate actions in situations of over receiving or under receiving, and find related reports.  Receiver Coming Soon
Create Supplier Request/ Invoice for Check Requests Learn how to request a check for taxable payments, including creating a payee in Workday and setting up a payment. Procurement Data Entry Specialist, Expense Data Entry Specialist
Create Supplier Invoice for ACH Payment and Wire Transfer Requests Learn how to request ACH payments or wire transfers.  Procurement Data Entry Specialist, Expense Data Entry Specialist N/A
Locate Payment Details for a PO Learn how to verify that invoices have been paid against a Purchase Order (PO) and locate details about the payment, including the check number, check date, and payment amount. Procurement Data Entry Specialist N/A
Match Exception Learn how to review a Match Exception from your Workday Inbox and either correct the Match Exception or request a Match Exception Override. Cost Center Manager, Cost Center Sponsored Program Manager N/A