Workday Training Pathways: Supplier Accounts Management

The Supplier Accounts Management Workday Training Pathway is intended to support employees by providing an overview of several Supplier Management-related processes, tasks, and actions. To enroll in this Pathway on Workday Learning:

  1. Navigate to the Supplier Accounts Management Training Pathway program.
  2. Select Enroll. 

Note: All prior completion of lessons and courses count toward requirements for completing this program, but you may re-access all completed training as desired.

Materials in this training pathway include the following Computer-Based Training (CBT) video series:

  • Supplier Accounts Management – overview of supplier events, prepaid spend amortization event, and prepaid spend amortization schedule event. Employees will also learn how to process supplier invoices, and look up invoices.

The training pathway program also includes step-by-step instructions of several commonly used processes via the following job aids:

  • Creating and Updating Supplier Records
    Explains he processes for how Subaward Specialists and Supplier Coordinators can create and update supplier records in Workday.
  • Supplier Connections
    Explains how the Subaward Specialist and Supplier Coordinator can edit Remit-To Supplier Connections and edit Order-From Connections in Workday.
  • Supplier Contracts and Amendments
    Explains the processes for creating and amending supplier contracts in Workday. Those holding the security roles of Award Contract Specialist, Buyer, and Supplier Contract Specialist can create and amend supplier contracts.
  • Return to Supplier Event
    Explains how Requesters, Buyers, and Receivers can create returns from a purchase order in Workday. In addition, this document will explain how the Purchase Order Buyer can review the return.
  • Scheduling Supplier Contract Expiration Notifications
    Explains how Buyers and Procurement Operation Leads can create expiration notifications for Supplier Contracts (via the Process Monitor report), as well as how to edit existing expiration notifications.
  • Top FIN Reports
    Provides descriptions of the following frequently used Finance reports:
    • Bank Reconciliation Detail Report
    • Customer Payments Requiring Actions
    • Find Requisitions
    • My Requisitions Report
    • RPT012 BUD OPERATING BUDGET TO ACTUALS EXPINDITURES REPORT
    • RPT014 GRANT Grant Budgets Report
    • RPT092 FIN Income Statement Management View
    • RPT216 EXP Expense Report for Print - Report Design-Updated (FSU ONLY)
    • RPT269 Budget to Actuals Project
    • RPT360 PAYACT Payroll Accounting Distribution Report - Flattened
    • RPT091 Balance Sheet Management View
    • RPT394 Federal Work Study Award to Actuals
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