Help Docs
Workday - Create Requisition - Punchout
To connect with a punchout supplier that is active for your company... 1. Search "Create Requisition" in the search bar and select the task: 2. Choose your requisition type. Do not use "Confirming" requisition types for punchouts: 3. Choose, "Connect ...
Workday - Cancel /Adjust Receipt
Receipts may need to be cancelled or adjusted in order to clear a match exception or due to receipt processed in err. To cancel or adjust a receipt follow the steps below. ****Note that receipts for line items previously received but price adjusted ...
Clear Browser Cache, Temp Internet Files and Cookies
For better overall browser health and functionality, it is best to run through this process once per week. This will help many web based platforms function more efficiently. Go to the Settings link on the top right in Google Chrome and then select, ...
Workday - My Requisitions, Process History
To check in on progress of your requisitions and see where they are in the approval process use the following steps: Search for "My Requisitions" in the search bar and click on the highlighted report noted below: In the report, you can see status and ...
Workday - Companies with Allowed Outlets
Please see attached doc.
Workday - Solomon GL to Workday FDM Mapping
See attached spreadsheet for Solomon GL mapping to Workday FDM .
Workday - Edit/Manage Requisition Templates
To view and manage Requisition Templates.... 1. Type "Requisition Template" in the search bar and select the report highlighted below: 2. Under "My templates" you can click on the related actions icon next to your template, hover over Requisition ...
Workday - Task Delegations Help Doc
In Workday, you can assign tasks to peers or supervisors while you are out of the office. Search "My Delegations" in the search bar and click on the report: Click "Manager Delegations" Fill in the necessary information noted below and submit: The ...
Workday - Punchout - Nicholas & Company Help Doc
Please see attached document.
Folio Announcement - Vistar, Courtesy Products, Nestle USA
Email sent June 26, 2024 Re: Hot Stuff! Introducing Folio for Courtesy Products, Nestle USA, Vistar Products - Workday Hi Everyone, ***This message is presented to all US properties that have active accounts and or purchase history with the three ...
Workday - Create Change Order Help Doc
Change orders are processed on Purchase Orders. Why process change orders? Price or Quantity Changes, Product Substitutions: If the price or quantity changes from requisition to invoice and it triggers a match exception based on 5% or 50.00 variance, ...
Workday - Non Catalog Items Help Doc
Use Non Catalog option to create requisitions for items that are not in the catalog. 1. Update your header info, requisition type, etc... 2. Select "Request Non Catalog Items: 3. Fill in the item, spend category, search for your supplier... 4. Fill ...
The Blue Book - USALI Account Codes
Please see attached guide for accounting coding.
Workday - Search Catalog Items - by Supplier and Item Tags
1. Start with "Create Requisition" Task and choose your requisition type, click OK: 2. Choose "Search Catalog" 3. Use the filters on the left of the screen to sort items. There thousands of items so it is best to use these filters. Be sure to use ...
Workday - Solomon Department to Workday Cost Center Conversion
Please see attached document:
Workday - Print PO to PDF
To manually print a PO to PDF follow these steps: Click on the related actions button next to the PO number, hover over Purchase Order and select "Printable Version" On the next screen...click OK: Click Refresh until the PO PDF loads: You can now ...
Workday is Live & Loading!
Please see attached announcment and update regarding the Workday Launch...
Workday - Set Notifications Job Aid
Please see attached help document.
Workday - Mass Approve Set Up Quick Guide
Please see attached help document:
Workday - Adjust Notification Settings Quick Guide
Please see attached help document:
Task Delegation Quick Guide
Please refer to the attached document... Drop Files to Attach
Workday - Requisition Type Overview Quick Guide
Please see attached document...
Workday Approve Requisition Quick Guide
Please see attached document...
Workday Create Receipt Quick Guide
Please see attached document...
Workday Create Requisition Quick Guide
Please see attached document...
Workday - Create Confirming PO Requisition Quick Guide
Please see attached document...
Workday Inventory Overview Quick Guide
Please see attached document...
How to Access Workday
From your HHM Hotels email inbox, calendar, contact list or Google Drive you can access Google Apps in the top right of the screen. Click on the Apps icon and scroll down in the list to select Workday. Access will be verified through Google SSO:
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 ...
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 ...
Know Your Avendra Suppliers - Supplier Matrix
Click HERE to access the Avendra Supplier Matrix. Use the filters to sort the spreadsheet by property.
2024-Workday Launch & BirchStreet Sunset PO Clean Up
Help doc on Purchase Order clean up needed for Workday Conversion