Folio - Bills - Draft Status

• Related Articles

• Folio - Reset Bill to "Needs Review" Status

  This help doc is for Folio Bills users that need to set an invoice that is in process back to "Needs Review" status. Important to note that this process will not work on invoices that have already been "Transmitted" to Workday. Process: To "reset" an ...

• Folio - Bills Menu - Invoice Statuses Details / Info

  Click here to see the article on the Folio help page.

• Workday - Cancel Requisition in 'Draft' Status

  If you need to cancel a requisition that is in "Draft" status, you can do so using the related actions button on the "View Requisition" screen as shown below: Pop a note in regarding why you are canceling and then click OK:

• Workday - Complete/Submit Receipt in Draft status

  Follow the steps below if you have a receipt in "Draft" status that you need to complete to clear a match exception: 1. Navigate to the receipt from the PO line item or by searching for the PO in the search bar in Workday: 2. Click More Categories 3. ...

• Workday - Purchase Order Status

  Below are the Purchase order statuses for Workday and their basic meaning: Document Status Approved - Requisition was approved but the PO has not been issued yet. Canceled - Purchase order was canceled by a user Change Order In Progress - Change ...