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The Supplier Invoices Workday Training Pathway is intended to support employees by providing an overview of several Supplier Invoice-related processes, tasks, and actions. To enroll in this Pathway on Workday Learning:
- Navigate to the Supplier Invoices Training Pathway program.
- 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 Invoice Request – overview on Supplier Invoice Requests in Workday. They will learn how to create a supplier invoice request, as well as viewing, editing, or cancelling their supplier invoice requests.
The training pathway program also includes step-by-step instructions of several commonly used processes via the following job aids:
- Supplier Invoice Requests
Explains how employees and Accounts Payable Data Entry Specialists can request invoices for the purchases of goods or services to be paid in Workday when a supplier provides an invoice that is not under an existing purchase order.
- Create Invoice from Purchase Order
Explains how Accounts Payable Data Entry Specialists can create an invoice from a Purchase Order (PO).
- Create Supplier Invoice from Contract
Explains how an Accounts Payable Data Entry Specialist can create a supplier invoice from a contract.
- Match Exception Override
Explains how Accounts Payable Data Entry Specialists can request supplier invoice match exception overrides.
- 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