Workday - Create a Receipt Help Doc

Workday - Create a Receipt Help Doc

Creating a receipt on a Purchase order is accessed through the "Create Receipt" task OR by using the related actions button next to the PO number.   This document will focus on using the "Find Purchase Orders" report to pull a report with a list of purchase orders...



Review the report for Issued status Purchase orders without receipt records noted in the Business Document column.  



Confirm product or service has been physically received at the property and then process the receipt on the PO by hovering over the magnifying glass next to the PO to see the related actions icon noted below:


Right click and "See in new Tab"


When the full page PO view opens, you can now review the PO and access the receipt option using the related actions icon next to the PO number: 





Review line items, update quantities as needed and then click OK:



Close the PO tab and go back to the Find Purchase Order report tab to work on the next PO.