Copy Cancelled Invoice

Copy Cancelled Invoice

WORKDAY

 Supplier Invoices – Copy Cancelled Invoice

As Needed

File Location:    

Resources:

Workday

Find Supplier Invoices report

Supplier Invoices - Without PO SOP

Supplier Invoices - With PO SOP

INSTRUCTIONS: Updated last: 10/17/24

·         If when looking for an invoice in Workday it comes up as cancelled, but the invoice is needed you can copy the cancelled invoice

·         First open the invoice and download the attachment. Use Find Supplier Invoices report.

·         Next select the related actions -> Supplier Invoice -> Copy

·         Update the invoice information as needed to match the invoice, but you will always have to update the Invoice Date as it defaults to the date copied and Invoice Received Date as it defaults to blank

o   For more information on filling out the information needed on an invoice see Supplier Invoices - Without PO SOP or Supplier Invoices - With PO SOP

·         Attach the attachment you had previously downloaded

·         To finish copying the invoice:

o   Click Save for Later if you will need to do a PO Override or want to save it as a draft

o   Click Submit to complete


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