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 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 Services Learn how to create a Purchase Requisition for services, and find related reports.  Employee 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
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
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 Coming Soon