My Tasks - Supplier Accounts Match Event for Supplier Invoice - Process Receipt on a Purchase Order

Users will receive a notification in their, "My Tasks" screen in Workday when an invoice arrives in the system that needs attention.  Action is required for the user to verify receipt of goods or service by processing a "Receipt" on the Purchase Order.  

My Tasks is in the top right of the screen in Workday and noted below.  Click the My Tasks icon:  

Next, click on the task on the left to populate the details on the right:  

Scroll down within the task on the left to see the Purchase Order number associated with the invoice:

RIGHT CLICK on the related actions icon  next to the Purchase Order number and select "See in new tab"  

The Purchase order will open in a new tab.  Click on the related action icon next to the PO number then hover over Receipt and then goto Create:  

Select the appropriate option noted below and then click OK:

In this example, there is one line item and all three have been delivered so "Fully Receive" is the correct option.  Update quantities for each line item and then click "Submit"  

Navigate back to My Tasks and click Submit on the task to clear it our of your queue.  

• Related Articles

• My Tasks - Supplier Invoice - Review Supplier Invoice - PO Required

  Users will receive a notification in their, "My Tasks" screen in Workday when an invoice arrives in the system that needs a purchase order. These tasks are initiated by the Accounts Payable team because the invoice arrives without a valid Purchase ...

• Workday - Helpful Reports for Purchase Orders, Receipts and Invoice Tasks

  Here is a list of helpful reports users can use to find Purchase Orders, Invoices to aid in processing receipts, match exceptions, etc. Report Name (Type in Workday Search field) Description Check Register This will show check/payments issued by ...

• 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 ...

• 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 - Purchase Order Change Order - 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 in "Draft" or "In Process" status, you will ...