Help Docs
Workday - Credit Memo Process - English and French
Please see attached document. Veuillez consulter le document ci-joint.
Workday - Worktag Error Help Guide
Users may sometimes see "Worktag" errors on Requisitions, Purchase Orders and Supplier Invoices due to invalid FDM codes (Cost Center / Spend Category) combinations. This help guide will help users understand how to research and resolve these errors. ...
Workday - Electronic Blue Book USALI FDM Alignment
CLICK HERE for the Electronic Blue Book...a guide to help you find the correct cost centers and spend categories for requisitions, purchase orders and supplier invoices. CLICK HERE for the training video related to Coding Guidance and the Electronic ...
Workday - HHM-Purchase Order Lines Received Not Invoiced w/Requisition Type - Report Help Doc
The "HHM-Purchase Order Lines Received Not Invoiced w/Requisition Type" report will show OPEN PO lines that have been received but NOT matched or linked to an invoice. This is a great report that can be used for accruals at month end and help you ...
Workday - Find Supplier Invoices by Received Date and/or Match Status - Report Help Doc
Workday report, "Find Supplier Invoices by Received Date and/or Match Status" will help you filter invoices to see invoices in various statuses. Match Exception: Users can pull up the invoice details, process history and match exception details. They ...
Workday - Budget Check for Procure To Pay (P2P)
What is Budget check? The budget check in Workday is a Business Process (BP) that runs upon submission of operations related Requisitions and Purchase Orders Change Orders. It also processes on all Supplier Invoices that are processed without a ...
Workday - Purchase Order Change Order - Outlet Worktag Version
Worktags can be added or changed on purchase orders. Use the steps in this document to update cost center and spend category and or worktags on your approved, issued Purchase Orders. IMPORTANT NOTE: If there is an invoice attached to the PO line item ...
Workday - Budget Check Process (GM, Finance and Above Property) and Budget Check Balance by Spend Category Report
Budget Check Process and "Budget Check Balance by Spend Category" Report help doc: What is Budget check? A: The budget check in Workday is a Business Process (BP) that runs upon submission of operations related Requisitions, Purchase Orders, Change ...
Workday - Waived Approval Spend Categories
Here is the list of spend categories that are waived in the approval process for Requisitions, Purchase Orders and Supplier Invoices: Beer Beverages Non-Alcoholic Beverages Non-Taxable EarthView Water Food Guest Groceries Hilton Water Liquor Loyalty ...
Workday - Close or Cancel Requisition Help Doc
Steps to follow to close or cancel a requisition: If the requisition is in "Draft" status, you will be able to cancel it. If the requisition is in Successfully Completed status, the close option will be available. Locate the requisition. In the View ...
Workday - HHM-Count of Open Invoices
To view the count of open invoices for a company or companies, run the, "HHM-Count of Open Invoices" report: Select company or companies and they click OK The report will display the count of invoices in each status for each company: To view more ...
Workday - HHM-Count of Open Purchase Orders
To view the count of open purchase orders for your company or companies, run the HHM-Count of Open Purchase Orders report. You can run for single company or leave the company field blank and it will pull all companies that the user has access to in ...
Workday - Hotel Walks Processing Summary - Internal and External
How to process and pay Walk Invoices: For INTERNAL walks...From HHM hotel to HHM hotel Submit invoice, folios and walk letters through Kissflow Here is the link to Kissflow: https://hhm.kissflow.com/view/login For walks to non HHM hotels Process ...
Workday - Purchase Order Change Order - Cost Center/Spend Category Worktag Update/Addition
Worktags can be added or changed on purchase orders. Use the steps in this document to update cost center and spend category worktags on your approved, issued Purchase Orders. IMPORTANT NOTES: ***If there is an invoice attached to the PO line item in ...
Workday - Find Spend Categories - Allowed and Default Worktags Cost Centers
As you may know, not all Spend Categories can be used with all Cost Centers. To see the allowed cost centers for spend categories, use the "Find Spend Categories" report: Here you can see the Default and Allowed Cost Centers for the chosen Spend ...
Workday - Incognito Google Chrome Tab Help Document
To load a new tab in Google Chrome in "Incognito" mode, follow the below steps: Navigate to the icon in the top right of the Chrome browser window and then click New Incognito Window (Ctrl+Shift+N)0 This will open a new tab. Open Gmail and login with ...
Workday - Marriott Branded Computers Security
This applies to properties that use Marriott computer devices that are unable to access HHM applications such as Google Drive, Inside HHM, etc. Users that have access to MGS can log in and go to Marriott Service Portal to submit a request to allow ...
Workday - Match Exception Help Document
Match exceptions are part of the 3-Way Match process noted in this P2P Process Summary Document. The match is calculated on the (1) Purchase Order, (2) Receipt and (3) Invoice per line item. If the receipt is missing and / or if there is a variance ...
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. ...
Avendra - Training for Full Service Hotels
Please see attached document for full service hotels. Thank you!
Avendra - Training for Select Service Hotels
Please see attached document for Select Service hotels. Thank you!
Workday - Complete, Edit or Cancel Draft Receipt
To Edit a Receipt in draft status. Navigate to the receipt from the View Purchase Order screen: Use the scroll bar on the bottom to scroll over to the right. Click on the Draft Receipt on the line item: Next click on the receipt link noted below: ...
Workday - Punchout - Shamrock Food Help Doc
To access your Shamrock account through the punchout, follow the steps below after connecting to the supplier website through Workday (Punchout) When the punchout loads, select the dropdown noted below to select your Shamrock account for your ...
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 ...
Shoes for Crews Ordering
Shoes for Crews (SFC) is not a punchout supplier in Workday. To place orders, please do so using the link below and process with a confirming requisition type in Workday. Here is the HHM Portal for SFC: WWW.SHOESFORCREWS.COM/HHM Log in with the hotel ...
Workday - Adding Multiple Worktags to Line Items
You can add multiple Worktags in the Additional Worktag field on your requisitions and PO change orders. Click in the field and start typing the Job Title name: Then repeat the process to add another Worktag such as Outlet
Workday - Invalid Ship-To Address Error on Invoice Event Send Back Task
Us the steps below to clear the Ship To Address error noted below on Supplier Invoice Tasks: Click "Cancel" on the above Send Back reply and then delete the Ship To Address on the invoice header: Scroll down to the invoice lines and delete the Ship ...
Workday - Edit or Cancel Receipt "Adjustment in progress"
On the purchase order, navigate to the line items column, "Business Document Lines" column and click on the receipt record as noted below: Click on the receipt link shown below: Click on the, "Information" tab and then click the link noted below for ...
Workday - Cancel Purchase Order Help Doc
Follow the steps below to cancel a purchase order (PO) that is in "Issued" status. Important Notes: Receipts processed on an issued PO will need to be canceled prior to canceling. If there is an invoice attached to the PO in the system, you cannot ...
Workday - Cancel Miscellaneous Payment Request
To cancel a Miscellaneous Payment Request that is "In Progress" navigate to the View Miscellaneous Payment Request Screen. Click on the below options: Then confirm in the the next screen:
Workday - Expense Report - Payment Election Set Up
If a user gets the below error while creating an expense report in Workday, please follow the steps to select payment option: To select your payment option, navigate to your profile in the top right of the Workday screen: Click view profile: Click ...
Workday - Procure to Pay (P2P) Process Summary
This is a general overview of the procure to pay process in Workday. It is important to understand the 4 key components of the Procure to Pay (P2P) process shown in the diagram below. These steps are required to process invoices within the Workday ...
Workday - Purchase Order Change Order - Job Title Worktag Update/Addition
Worktags can be added or changed on purchase orders. Use the steps in this document to update worktags on your approved, issued Purchase Orders. IMPORTANT NOTE: If there is an invoice attached to the PO line item in "Draft" or "In Process" status, ...
Workday - Invoices@hhmhotels.com OCR Guidelines
Workday OCR Invoice Requirements: ***Invoices must be sent directly from the suppliers using the guidelines below. ***If suppliers are sending invoices to the property via email, mail, etc. please be sure to share these requirements so they can ...
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 - FDM - Complimentary Breakfast Spend Category Sunset/Retired 081324
Please refer to the attached email sent to all ops leaders August 13, 2024 regarding Complimentary Breakfast spend category sunset.
Workday - Close PO
To manually close a purchase order, the PO must be in issued status. Use the related actions icon on the PO number to navigate the below path. If you do not see the options below, it may be access/security related. Review the PO and click OK:
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