Help Docs
Workday - Cancel Draft Requistion
To cancel a draft requisition navigate to the Requisition and click the related actions icon next to the requisition number: Then click on requisition and then cancel: Enter a note regarding the reason for cancellation and then click OK
Workday - Deposit Invoice Process
This is the process for deposit / Proforma invoices. The invoice document must state that it is for a deposit or Proforma Invoice. Invoices WITHOUT a PO number on the document: When an invoice comes into the OCR with no PO the AP Specialist will code ...
Workday - Suppliers with Consolidated Addresses
Please see attached.
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 - Close PO - Clôturer un bon de commande (PO)
Please CLICK HERE for shared help document - Veuillez CLIQUER ICI pour consulter le document d'aide partagé.
Workday - Expense Report Quick Guide - Guide rapide des rapports de dépenses
Please CLICK HERE for shared help document - Veuillez CLIQUER ICI pour consulter le document d'aide partagé.
Workday - Review Supplier Invoice - Task/Event - Contract Labor Invoices
If you have received a task to review a Supplier Invoice related to Contracted Labor, it is asking you to provide a PO number and add the Service Contract number for processing the invoice. If you already have a PO number: Enter the PO number and add ...
Workday - Helpful Reports for Purchase Orders, Receipts and Invoice Tasks
Here is a list of helpful reports users can use to find Purchase Orders, Invoices to aid in processing receipts, match exceptions, etc. Report Name (Type in Workday Search field) Description Find Payments This will show payments made by company for ...
Workday - Credit Memo Process
***This process applies to Credit Memos only*** Credit Memos will come to property General Manager or Property Finance Approvers as Supplier Invoice tasks: To process, please navigate within the task to update the Cost Center, Spend Category and ...
Workday - Create Confirming PO for Contract Labor Staffing Invoices
Please see attached document.
Workday - Create a Receipt Help Doc - Guide d'aide Workday : Créer une réception (ou Créer un reçu)
Please CLICK HERE for shared help document - Veuillez CLIQUER ICI pour consulter le document d'aide partagé.
Workday - Find Suppliers Help Doc
Please see attached help doc....
Workday - Processing Pre-Paid (Multi-Period) Requisitions-V2
This is the new process for processing Prepaid Expenses in Workday effective September 1, 2025. Here is the training Video and Here is the Presentation used in the video. Below is a summary as well as step by step instructions for processing the ...
Workday - Outlet Worktags on CC200 Food and Beverage Line Items
To assign outlet tags to your procurement transactions in Workday apply them on the Requisition Header or on the individual line items: If the entire requisition is for the same outlet, you can add the outlet and cost center on the header: This will ...
Workday - Outlet Worktags - CC200 - Companies with Allowed Outlets
The purpose of this help document is to provide guidance for companies using the Food and Beverage cost center CC200 **Outlet Worktags are required on all transactions associated with CC200 Cost Center "Food and Beverage" ***To find the outlets ...
Workday - Create Requisition Templates - Workday – Créer des modèles de réquisition
Please click here for the Workday Shared Requisition Template help document. Veuillez cliquer ici pour consulter le document d'aide relatif au modèle de réquisition partagée Workday.
Workday - Contract Labor and Job Title Worktags
All requisition line items coded to spend category, "Contract Labor" require a Job Title worktag. Below is an example of a Shared Requisition Template for Room Attendant and Laundry Attendant contract labor supplier. The same concept applies to ...
Workday - Create Requisition - Punchout
To connect with a punchout supplier that is active for your company... 1. Search "Create Requisition" in the search bar and select the task: 2. Choose your requisition type. Do not use "Confirming" requisition types for punchouts: 3. Choose, "Connect ...
Workday - Cancel /Adjust Receipt - Annuler / Ajuster une réception
Please CLICK HERE for shared help document - Veuillez CLIQUER ICI pour consulter le document d'aide partagé.
Workday - My Requisitions, Process History
To check in on progress of your requisitions and see where they are in the approval process use the following steps: Search for "My Requisitions" in the search bar and click on the highlighted report noted below: In the report, you can see status and ...
Workday - Companies with Allowed Outlets
To see the Allowed outlets for a company use the "Companies with Allowed Outlets" report: This will show all valid outlets for the specified company or multiple companies:
Workday - Edit/Manage Requisition Templates
To view and manage Requisition Templates.... 1. Type "Requisition Template" in the search bar and select the report highlighted below: 2. Under "My templates" you can click on the related actions icon next to your template, hover over Requisition ...
Workday - Task Delegations Help Doc
In Workday, you can assign tasks to peers or supervisors while you are out of the office. Search "My Delegations" in the search bar and click on the report: Click "Manager Delegations" Fill in the necessary information noted below and submit: The ...
Workday - Punchout - Nicholas & Company Help Doc
Please see attached document.
Workday - Create Change Order Help Doc - Guide d'aide : Créer une demande de modification (Change Order)
Please CLICK HERE for shared help document - Veuillez CLIQUER ICI pour consulter le document d'aide partagé.
Workday - Non Catalog Items Help Doc
Use Non Catalog option to create requisitions for items that are not in the catalog. 1. Update your header info, requisition type, etc... 2. Select "Request Non Catalog Items: 3. Fill in the item, spend category, search for your supplier... 4. Fill ...
Workday - Search Catalog Items - by Supplier and Item Tags
1. Start with "Create Requisition" Task and choose your requisition type, click OK: 2. Choose "Search Catalog" 3. Use the filters on the left of the screen to sort items. There thousands of items so it is best to use these filters. Be sure to use ...
Workday - Print PO to PDF
To manually print a PO to PDF follow these steps: Click on the related actions button next to the PO number, hover over Purchase Order and select "Printable Version" On the next screen...click OK: Click Refresh until the PO PDF loads: You can now ...
Workday - Set Notifications Job Aid
Please see attached help document.
Workday - Mass Approve Set Up Quick Guide
Please see attached help document:
Workday - Adjust Notification Settings Quick Guide
Please see attached help document:
Task Delegation Quick Guide
Please refer to the attached document... Drop Files to Attach
Workday - Requisition Type Overview Quick Guide - Guide rapide Workday : Aperçu des types de réquisitions
Please CLICK HERE for shared help document - Veuillez CLIQUER ICI pour consulter le document d'aide partagé.
Workday Approve Requisition Quick Guide
Please see attached document...
Workday Create Receipt Quick Guide
Click here for the shared help document. Thank you!
Workday Create Requisition Quick Guide - Guide rapide Workday : Créer une réquisition
Click here to view the help document - Cliquez ici pour consulter le document d'aide.
Workday - Create Confirming PO Requisition Quick Guide - Guide rapide Workday : Créer une réquisition de confirmation de bon de commande
Please CLICK HERE for shared help document - euillez CLIQUER ICI pour consulter le document d'aide partagé.
My Tasks - Supplier Invoice - Review Supplier Invoice - PO Required
Users will receive a notification in their, "My Tasks" screen in Workday when an invoice arrives in the system that needs a purchase order. These tasks are initiated by the Accounts Payable team because the invoice arrives without a valid Purchase ...
My Tasks - Supplier Accounts Match Event for Supplier Invoice - Process Receipt on a Purchase Order
Users will receive a notification in their, "My Tasks" screen in Workday when an invoice arrives in the system that needs attention. Action is required for the user to verify receipt of goods or service by processing a "Receipt" on the Purchase ...
Know Your Avendra Suppliers - Supplier Matrix
Click HERE to access the Avendra Supplier Matrix. Use the filters to sort the spreadsheet by property.