Help Docs
Workday - Complete, Edit or Cancel Draft Receipt
To Edit a Receipt in draft status. Navigate to the receipt from the View Purchase Order screen: Use the scroll bar on the bottom to scroll over to the right. Click on the Draft Receipt on the line item: Next click on the receipt link noted below: ...
Workday - Punchout - Shamrock Food Help Doc
To access your Shamrock account through the punchout, follow the steps below after connecting to the supplier website through Workday (Punchout) When the punchout loads, select the dropdown noted below to select your Shamrock account for your ...
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 ...
Shoes for Crews Ordering
Shoes for Crews (SFC) is not a punchout supplier in Workday. To place orders, please do so using the link below and process with a confirming requisition type in Workday. Here is the HHM Portal for SFC: WWW.SHOESFORCREWS.COM/HHM Log in with the hotel ...
Workday - Adding Multiple Worktags to Line Items
You can add multiple Worktags in the Additional Worktag field on your requisitions and PO change orders. Click in the field and start typing the Job Title name: Then repeat the process to add another Worktag such as Outlet
Workday - Invalid Ship-To Address Error on Invoice Event Send Back Task
Us the steps below to clear the Ship To Address error noted below on Supplier Invoice Tasks: Click "Cancel" on the above Send Back reply and then delete the Ship To Address on the invoice header: Scroll down to the invoice lines and delete the Ship ...
Workday - Edit or Cancel Receipt "Adjustment in progress"
On the purchase order, navigate to the line items column, "Business Document Lines" column and click on the receipt record as noted below: Click on the receipt link shown below: Click on the, "Information" tab and then click the link noted below for ...
Folio - Filter by Supplier or Category
09-16-2024-Folio added more filters for users to view suppliers and products. Click Browse Catalog OR Catalog as noted below: Then click on Filter by supplier or category as noted below: Then choose your filters and click Apply: Folio will then ...
Workday - Cancel Purchase Order Help Doc
Follow the steps below to cancel a purchase order (PO) that is in "Issued" status. Important Notes: Receipts processed on an issued PO will need to be canceled prior to canceling. If there is an invoice attached to the PO in the system, you cannot ...
Workday - Cancel Miscellaneous Payment Request
To cancel a Miscellaneous Payment Request that is "In Progress" navigate to the View Miscellaneous Payment Request Screen. Click on the below options: Then confirm in the the next screen:
Workday - Expense Report - Payment Election Set Up
If a user gets the below error while creating an expense report in Workday, please follow the steps to select payment option: To select your payment option, navigate to your profile in the top right of the Workday screen: Click view profile: Click ...
Workday - Procure to Pay (P2P) Process Summary
This is a general overview of the procure to pay process in Workday. It is important to understand the 4 key components of the Procure to Pay (P2P) process shown in the diagram below. These steps are required to process invoices within the Workday ...
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 ...
Workday - Invoices@hhmhotels.com OCR Guidelines
Workday OCR Invoice Requirements: ***Invoices must be sent directly from the suppliers using the guidelines below. ***If suppliers are sending invoices to the property via email, mail, etc. please be sure to share these requirements so they can ...
Workday - Cancel Draft Requistion
To cancel a draft requisition navigate to the Requisition and click the related actions icon next to the requisition number: Then click on requisition and then cancel: Enter a note regarding the reason for cancellation and then click OK
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 - Suppliers with Consolidated Addresses
Please see attached.
Workday - Cancel Requisition in 'Draft' Status
If you need to cancel a requisition that is in "Draft" status, you can do so using the related actions button on the "View Requisition" screen as shown below: Pop a note in regarding why you are canceling and then click OK:
Workday - FDM - Complimentary Breakfast Spend Category Sunset/Retired 081324
Please refer to the attached email sent to all ops leaders August 13, 2024 regarding Complimentary Breakfast spend category sunset.
Workday - Close PO
To manually close a purchase order, the PO must be in issued status. Use the related actions icon on the PO number to navigate the below path. If you do not see the options below, it may be access/security related. Review the PO and click OK:
Workday - Expense Report Quick Guide
Please see attached document.
Workday - Inventory - Add New Purchase Items Help Doc
Use this help doc to submit new items to add to our inventory purchase item list in Workday. INSTRUCTIONS: · Log into Workday · In the Search bar at the top · Type the following to find the template for the new items · The following will then appear ...
Workday - Review Supplier Invoice - Task/Event - Contract Labor Invoices
If you have received a task to review a Supplier Invoice related to Contracted Labor, it is asking you to provide a PO number and add the Service Contract number for processing the invoice. If you already have a PO number: Enter the PO number and add ...
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 - Credit Memo Process
***This process applies to Credit Memos only*** Credit Memos will come to property General Manager or Property Finance Approvers as Supplier Invoice tasks: To process, please navigate within the task to update the Cost Center, Spend Category and ...
Workday - Create Confirming PO for Contract Labor Staffing Invoices
Please see attached document.
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 ...
Workday - New GM/AGM Training Path
New GM / AGM Training path is located on the Workday Inside HHM Hotels page. Click here and then click on the link noted below to access training videos and quick guides.
HHM SL GL History COA with BRAINS Mapping Codes
Please see attached document.
Workday - Find Suppliers Help Doc
Please see attached help doc....
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 ...
Workday - Processing Pre-Paid (Multi-Period) Requisitions
In Workday, expenses that are spread over multiple accounting periods (Pre-Paid) are updated by the accounts payable team on the invoices. On the procurement side, while creating requisitions for these expenses, select the correct Cost Center and ...
Workday - Avendra Catalog Supplier List
Here is the list of suppliers with Catalog Items in the "Search Catalog" option while creating a requisition. Supplier US Canada ALBERT USTER IMPORTS, INC. /New Yes Assa Abloy Hospitality Yes Yes Astor Chocolate Yes Yes Buckhead Meat & Seafood ...
Workday - Misc Payments - Guest/Group Refunds and Petty Cash
Please see attached document to help with processing micellaneous payments for Walk expenses, guest / group refunds. Drop Files to Attach
Workday - Get Help
For help with all things Workday, please follow the below path to get to the correct teams support page: Choose the appropriate support page for your question or issue. Review the Knowledge base for help docs and videos or open a ticket if you cannot ...
Workday - Aptech P/ PVNG Historical GL to Workday FDM Mapping
Please see attached mapping document for legacy system GL to FDM in Workday.
Workday - Outlet Worktags on CC200 Food and Beverage Line Items
To assign outlet tags to your procurement transactions in Workday apply them on the Requisition Header or on the individual line items: If the entire requisition is for the same outlet, you can add the outlet and cost center on the header: This will ...
Workday - Outlet Worktags - CC200 - Companies with Allowed Outlets
The purpose of this help document is to provide guidance for companies using the Food and Beverage cost center CC200 **Outlet Worktags are required on all transactions associated with CC200 Cost Center "Food and Beverage" ***To find the outlets ...
Workday - Create Requisition Templates
Please see attached quick guide for createing requisition templates and shared requisition templates.
Workday - Contract Labor and Job Title Worktags
All requisition line items coded to spend category, "Contract Labor" require a Job Title worktag. Below is an example of a Shared Requisition Template for Room Attendant and Laundry Attendant contract labor supplier. The same concept applies to ...
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