End User TrainingWorkday Intro to Supplier Contracts

End User TrainingWorkday Intro to Supplier Contracts

End User Training Workday Intro to Supplier Contracts Welcome and Introductions Housekeeping Course Length Breaks Safety

Classroom etiquette: Turn cell phones off or to vibrate Refrain from e-mail and web surfing Agenda Course Overview This course covers how to create supplier contracts,

amendments, and track contract spend in Workday. Prerequisites: Workday Navigation and FDM Overview Attendees: Initiate Requisitions and

Delegated Supplier Contracts Objectives: Create a requisition for a new supplier contract Create a receipt for a supplier contract

Create a Delegated Supplier Contract Create a Delegated Supplier Contract Amendment Course Components Getting Started

Navigation Home Search Notifications Inbox View Profile/Sign Out

Online Help Expand the Need Help Icon Lesson 1 Create a Requisition for a New Supplier Contract Lesson 1 Learning Objectives

At the end of this lesson, you will be able to: Describe the Requisition Business Process Create a Requisition for a New Supplier Contract and submit for approval Edit Requisitions Procure to Pay

End-2-End Business Process Create a Requisition for a New Supplier Contract 1. Navigate to the Create Requisition page 2. Enter the contract description, start date, end date, and extended amount 3. Add to Cart

4. Check Out 5. Submit Requisition Approval Process * Not all requisitions are associated with a Project or a Grant **If Cost Center reviewer is same as Cost center manager only one approval

Approval Actions Approve Notification sent to the Initiator after fully approved Visible in Notifications Send Back Correction or change needs to occur

Resubmit for approval Deny System will require Approver to enter a reason Notification sent to the Initiator with denial reason Instructor Demonstration Watch as your instructor

demonstrates how to Create a Requisition for a Supplier Contract in Workday. Training Exercise Create a Requisition for a Supplier Contract Log in to the Workday training tenant using the credentials

provided by the instructor Refer to your Exercise handout for detailed instructions: Create a Requisition for a Supplier Contract Ask for assistance Search for a Requisition

Edit Requisitions Requisition Status: In Progress Select Actions>Requisition>Edit Approval Reinitiates

Requisition Status: Successfully Completed Search for Purchase Order Tag Cost Center Reviewer/Manager

Instructor Demonstration Watch as your instructor demonstrates how to Search for and edit a Requisition in Workday. Lesson 1 Learning Objectives Now that you have completed this lesson,

you will be able to: Describe the Requisition Business Process Create a Requisition for a Supplier Contract and submit for approval Edit Requisitions Lesson 2 Create a Receipt for

a Supplier Contract Lesson 2 Learning Objectives At the end of this lesson, you will be able to: Create a Receipt for a Supplier Contract Spend on a Supplier Contract How will departments track spend on a

Supplier Contract? Users will create a receipt against the supplier contract. Per Leadership Committee approval, departments will create a receipt to track spend against a Supplier Contract. The receipt transaction may be left in Draft status (minimum requirement) or submitted as final (Procurements recommendation); either way Workday will report spend amounts in real time.

Create a Receipt for a Supplier Contract 1. Navigate to the Create Receipt page 2. Select or enter the Supplier Contract Number 3. Update the Amount to Receive field 4. Attach Order Confirmation or Supporting Document

5. Submit Note: If a Receipt (in draft status) needs to be backed out, you will need to receive a negative receipt amount. Instructor Demonstration Watch as your instructor demonstrates how to Create a Receipt for a Supplier Contract in

Workday. Training Exercise Create a Receipt for a Supplier Contract Log in to the Workday training tenant using the credentials proved by the instructor Refer to your Exercise

handout for detailed instructions: Create a Receipt for a Supplier Contract Ask for assistance Searching for a Receipt Use multiple filters to reduce results

Displays receipts created by you Results display:

PO Number Company Supplier Total Amount Lesson 2 Learning Objectives Now that you have completed this lesson, you will be able to:

Create a Receipt for a Supplier Contract Lesson 3 Create a Delegated Supplier Contract Lesson 3 Learning Objectives At the end of this lesson, you will be able to: Create a Delegated Supplier Contract

Create Supplier Contract Amendment Delegated Supplier Contract Who can create a Delegated Supplier Contract? Delegated Supplier Contracts are used when the department receives specific signature authority to sign a contract with out procurement involvement.

Roles: Initiator: Delegated Supplier Contract Specialist Two Contract Types for Delegated Supplier Contracts: Obligated and Non-Obligated. Create a Delegated

Supplier Contract 1. Navigate to the Create Supplier Contract page 2. Select Supplier and Contract Type 3. Populate Contract Information and Terms and Amounts sections 4. Populate Contract Line(s) on the Service

Lines tab 5. Attach executed contract agreement 6. Submit for Approval Instructor Demonstration Watch as your instructor demonstrates how to Create a Delegated Supplier Contract in

Workday. Training Exercise Create a Delegated Supplier Contract Log in to the Workday training tenant using the credentials proved by the instructor Refer to your Exercise handout

for detailed instructions: Create a Delegated Supplier Contract Ask for assistance Search for a Supplier Contract Navigate to the

Find Supplier Contract page Use one or multiple search filters Contract Type Date Range

Supplier Contract Renewal The amendment process is used to renew a supplier contract. Select Renewal in the Amendment Type field Add an additional line in the Services tab Update Line Extended Amount and End Date fields Verify new line data and contract header data

are correct Contract Amendments 1. Navigate to the Create Supplier Contract Amendment page

2. Select or enter the Contract Number 3. Add Amendment Information 4. Submit for Approval

Instructor Demonstration Watch as your instructor demonstrates how to Search for and Amend a Delegated Supplier Contract in Workday. Training Exercise Amend a

Supplier Contract Log in to the Workday training tenant using the credentials proved by the instructor Refer to your Exercise handout for detailed instructions: Amend a Supplier Contract

Ask for assistance Lesson 3 Learning Objectives Now that you have completed this lesson, you will be able to: Create a Delegated Supplier Contract Create Supplier Contract Amendment

Course Summary Course Review Now that you have completed this course, you will be able to: Create a requisition for a supplier contract Create a receipt for a supplier contract Create a Delegated Supplier Contract

Create a Supplier Contract Amendment Survey Time (est.120 seconds) Thank you for attending Workday Intro to Supplier Contracts

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