Procurement: Default Worktags and Worktag Templates for Requisitions

Similar documents
1A. Requisition Type = One Time Goods/Service Purchase or Open Purchase Order. Click OK. 1B. Click the hyperlink for Request Non-Catalog Items

Search for the report: DSJ_Enter Sick and Vacation Time Off Report and select it from the drop down list.

Sales Order - Products

Create a Non-Catalog Requisition

PeopleSoft Requisition Creation

A. Locating the Job Requisition:

CREATING INVOICES FOR WORKDAY PROCESSING

Keep in mind Information Needed Hire, Add Job Change Job

Proteus MMX Enhancements (3.7)

Entering Time as a Timesheet User

Workday: Add, Edit, and Approve Goals for Performance Review (Manager/Talent Analyst)

Steps: 1. From the Search box, enter the desired Supervisory Organization and search.

(Last Revised: 08/21/2017) Quick Reference Guide: Add Additional Job

Create Contract Requisition

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: HR/Payroll

Table of Contents TopShop Buyer s Guide

MSI Purchase Orders Version 4.0

Below is a diagram that outlines the steps from beginning to end on processing PS Catalog Orders.

How to Create a Non-PO Invoice in Ariba. 3) Select Non-PO Invoice from the Create drop-down menu:

Workday: Add, Edit, and Approve Goals for Performance Review (Manager)

Time Recording Module

Manager Dashboard User Manual

Create Contract Amendment Requisition

Job Application Engineering Human Resource Contact Information Engineering Workday Help Engineering Phone:

SOLD II Inventory Module

Creating Purchase Requisition SELF SERVICE BANNER FINANCE

How to Process a Hire

Ordering Online with youravon.com

Creating Expense Reports and Spend Authorization Requests

Online Requesting and Receiving Training Manual

Workday Procurement. CMSD Workday Finance and Procurement

CHANGES ARE COMING!! Finance. SmartTags Replacing Indexes

Time Clock Time Clock

The Requisition Approval page provides a tool for identified CSUF employees to approve requisitions

The name of the supervisory organization in which the position was created. All job requisitions need to have a position created.

ClubSelect Accounts Receivable Special Charges Overview

Daily Hours: Clocking In & Out

General Ledger Table of Contents. Accounts Overview General Journal Entries Overview Jobs Overview

WORKDAY: Job Requisition Create New Position

How to Create a Non-PO Invoice in Ariba. 3) Select Non-PO Invoice from the Create drop-down menu:

4. Select. and should not be modified. The Connect to Supplier Website will display.

The name of the supervisory organization in which the position was created.

Core Benefit Administration. Employee Portal Reference Guide Corporate Exchange

Working With Contingency Matters

Description: This manual describes the process for a TCAT user to submit a requisition through Jaggaer for approval.

END-USER GUIDE. The Procure-to-Pay Process

Workday Procurement Create Requisition for Non-Catalog Goods or Services Implementation Tenant -

The Opportunity Manager

Settings: Organization, Security & Users

IPROCUREMENT USER GUIDE

eprocurement Training


Employee Dashboard Users Guide

SCHEDULING ADMINISTRATION

Workday Job Aid HR: Request Compensation Change

Job Aid: Rehire (Reactivating a terminated job record in a different Employee Class)

Sales Orders User Manual

[ Creating a Service Requisition ]

Purchase Requisitions and Receiving

ULTRATIME SUPERVISOR TRAINING

THE UNIVERSITY O K L A H O M A

MIFFLINBURG AREA SCHOOL DISTRICT EMPLOYEE HOW TO ENTER TIMESHEET

Module 4 Importing Your Product & Customer Information - Classes

HealthEquity Employer Portal Guide HealthEquity All rights reserved.

REQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION

Finance Manager: Human Resources

Copyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3

April NC E-Procurement ACCBO Spring Conference Tips & Tricks

Staff Connect Self Service User Guide Timesheets

TN QuickBooks US Versions Direct Link Integration

SunRISE Chemical Container Inventory Quick Guide

International Institute of Tropical Agriculture

WebTime Setup / Configuration

WE MAKE ENERGY HAPPEN Goal-Setting in Workday

Accounts Payable PARTICIPANT WORKBOOK

Manager Training Package. Goal: To accurately and efficiently manage employee s time

Step-by-Step Guide Creating Shopping Carts from Invoice Attached Forms

Add Job for Student Worker (Hire)

Chapter Contents. Manage Employers Option Screen

PERFORMANCE EVALUATION USER S GUIDE

Service Plan Creator. Quick Reference Guide RapidFire Tools, Inc. All rights reserved. V Ver 1I

Prophet 21 CommerceCenter Using PO Requirements to Create Purchase Orders This class is designed for

02_Create Requisition Search Catalog

Marketplace Accounts Payable (AP) Review

Daily Operations Guide

Training Guide C 3 Cooper Customer Center

FINANCE TRAINING. Procurement Card Transactions Verification

Version: 1.3 Creation Date: 09/19/2012. GUIDE Student/Manager Manual

Table of Contents. Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1

Travelife online. Manual Planning Company Coordinator. J u n e

Select Carrier from the participants pull down and press Find Organization. When the Find Organization screen appears, press Start Find

Employee Self Service Portal Guide

Create Subordinate Steps:

Manager Training Package. Goal: To accurately and efficiently manage employee s time

It s been a long time coming but finally our Multi-Currency functionality is here!

Express Shipping Yale powered by eshipglobal

Register App Training Guide

Creating an External Requisition through the Requisition and Number Generator in My UW

Completing the Manager Evaluation

Transcription:

Beginning with WD 26, when creating a requisition (Catalog, Punchout, Ad Hoc, or Payment Request) a new feature has been added which will allow the user to enter in a default Worktag for the requisition, or create a template in advance that can be applied during the requisition process. 1. When creating a requisition, on the line item entry screen a new option will appear on the bottom line menu: Edit Default Worktags 1

2. Clicking on Edit Default Worktags opens a new page broken into 3 sections or options. Only one of these 3 options can be used with each requisition, but it can be changed at anytime during the create requisition process in favor of another option: Copy from Worktags Template Default Worktags Default Splits 2

3. Default Worktags a. Check the box marked Use Default Worktags. b. This will create and populate a single SmartTag string with the user s SmartTag. c. Change the SmartTag to the desired SmartTag, Project or Grant. Add any required additional Worktags like Expense Treatments for Equipment, or Travel. d. Click OK to continue. e. All exisiting line items on the requisition will change to the default SmartTag. Additionally, any NEW line items created after the Default Worktag feature is used will contain the Default Worktags. 3

4. Default Splits a. Check the box marked Use Default Splits. b. This will create a single empty funding line. Enter the first percentage split line and WD will populate the rest with the User s SmartTag. c. Enter the new default the SmartTag, Project or Grant for the first split. Don t forget to add and additional worktags like Expense Treatements. d. Default Splits only work based on percentages (%) and not by dollars ($) or quantity. To split a requisition based on exact dollar amounts or quantities the Default Worktag feature cannot be used; the split must be entered per normal requisition procedures at the individual line item level. e. Click on the + sign to add a new line for the split. Enter the percentage split for the new funding line and the new SmartTags. 4

f. Continue + adding lines until the percentage of the split lines adds to 100%, and the Remaining Percentage to Split indicator under the Use Default Splits check box reads 0. g. Click OK to continue. h. All exisiting line items on the requisition will change to the default split. BUT, any NEW line items created after the Default Split feature is used will NOT contain the Default Split. This is because the Workday calculation to split line cost between the funds is a process that can only be executed at the time the Default Split feature is used on the requisition. However, if a new line item is created after using the Default Split feature simply leave it with the regular SmartTag and click on Edit Default Worktags, check Use Default Splits again, and click OK. The Default Split will reapply itself to all the requisition line items. 5

5. Creating Worktag Templates a. In order to use a Worktag Template on a requisition, the template must be created prior to creating the requisition. b. Worktag Templates are created using the Create Requisition Worktags Template in Workday by typing in the Search Box. c. The Create Requisition Worktags Template screen is almost identical to the Edit Default Worktags screen accessed from the requisition, but with two noticeable additions: Template Name, and an Inactive check box. 6

d. All template must have a name to save by and for use later when accessing it in a requisition. Remember: Templates are your own user creations not used or seen by others, so use a naming convention that is best suited for you to use when entering in requisitions. Use the Inactive check box if you want to deactivate the template from further use and appearing as an option in Edit Default Worktags when creating a requisition. e. Enter the Default Worktag or Default Split into the template exactly as specified in 3. and 4. above. f. Click OK to continue. Workday will confirm the Template. Click Done to contine. 7

6. Using Worktag Templates a. To use a Worktag Template in a requisition, click on Edit Default Worktags when creating the requisition line items. b. Click on the prompt (waffle) icon next to the Copy from Worktags Template line. This will bring up a search box, and the option to select a default from your Worktag Templates, or Worktag Split Allocations. c. In this example there are two Split Allocations templates to select from: 8

d. Select the desired template by checking the appropriate bubble. Workday will pull in the template into the Edit Default Worktags screen and automatically update the Default Worktags or Default Splits line based on the template selected. e. Click OK to continue and apply the template and default worktags to the requisition. 9

7. Managing Worktag Templates a. To find your Worktags, from the Workday Search Box type Requisition Worktag Templates. This report will display all your Worktags. b. To View any template, click on the template name. c. To Edit the template, click on the related actions (twinkie) and select Requisition Worktags Template, Edit. 1 0

d. To deactivate a template, click on the Inactive check box at the top of the page when Editing the template. e. Templates cannot be deleted once created in Workday; they can only be made inactivate. 1 1