Workday - Inventory - Process Invoice w/Confirming PO Missing Items

Workday - Inventory - Process Invoice w/Confirming PO Missing Items

For inventory Properties, we loaded items based on purchase history so there may be missing items in the catalog.  As we move through launch, there may be items on your invoices that are not in the catalog / purchase item list.  Your purchases will help build the items list through the procurement process.  

If you are processing invoices with Confirming PO - Inventory requisition types and are missing items in the catalog / purchase item list, follow the instructions below. 

1.  Use the filters and the search bar on to to find items.  In this case, select US Food on the filters on the left and then use the search bar on top to help filter results by item description.   Add any items that you can find on the items list to your cart.  Note pricing may need to be updated prior to submission of the requisition.  Item list pricing is averaged so it may differ from your invoice.  





2.  If an item on the invoice is not on the purchase item list, we will need to add the item to the list which will take some time and require a ticket.  To facilitate the invoice process, we have a work around.  You can add items from the supplier catalog as noted above and then add any missing items using the "Confirming" items manually as noted below:  

3.  Clear your search filters and options and type "Confirming" in the search bar and select the item that matches the spend category for the missing item or items.  




4.  Add to cart as needed and mark the invoice noting the missing items.

5.  Update your cart to reflect the correct supplier and pricing to match your invoice.  



6.  Once you have confirmed your product total on the requisition matches your invoice product total, submit.  

7.  Send a copy of the invoice noted with the missing items to us through the ticketing system as an Add Inventory Item request so we can add the missing items as well.