Purchasing

Purchasing functions in Workday:

• Connect to Supplier Website - access supplier catalogs for direct, tax exempt purchases from a choice of Amazon, Staples, W.B. Mason, B&H Photo, Thermo Fisher Scientific, Grainger and VWR.
• Create Receipt - to confirm receipt of goods or service ordered or submitted on a Requisition/Purchasing Order triggering payment to supplier.
• Create Requisition/Purchase Order for non-catalog items - College requires for all transactions $10,000 or more.  
• Verify Procurement Card Transaction - reconciling of purchases made on a Procurement Card.

Accounts Payable in Workday:

• Create Supplier Invoice Request - submit invoice for payment for existing Supplier in Workday.
• Add New Supplier - after confirming a supplier does not already exist in Workday one can:
  • Make a Supplier Suggestion in Workday Strategic Sourcing for companies or payments exceeding $5,000
  • Create Supplier Request for an individual who's payment will NOT exceed $5,000 (e.g., most honoraria recipients). 
• Create Spend Authorization - used for CASH ADVANCES, pre-authorization and budgeting of travel and event Expenses. Required for Expense Reports over $2,000.
• Create Expense Report - used to submit for reimbursement of business expenses not paid for with college card, reconcile purchases made on a college Travel & Entertainment Card, or report and apply expenses incurred with a Cash Advance. 
• Create Miscellaneous Payment Request - reserved for making payment to students