Create a Receipt

Create a Receipt in Workday

Employees

Workday

• Step 1. On the Workday homepage, type Create Receipt in the search bar and select the Create Receipt task from the search results.
• Step 2. Select Document Number from the available options using the drop-down list of eligible purchase orders to create a receipt. Select the Fully Receive checkbox if all items were fully received; if not, leave unchecked and adjust the quantity received if the quantity to receive is different than what was ordered (on the next screen). Click OK.
  Note: The report RPT - Supplier Invoices in Match Exception - Missing Receipts may be run to identify Purchase Orders needing to be received so that an invoice may be matched and paid.
• Step 3. Confirm you are ready to fully receive the remaining quantities/amounts. Click OK.
• Step 4. Adjust the Quantity to Receive if the quantity to receive is different than what was ordered. Add a Memo, as necessary. Edit the Information tab to enter the Received Date. Click Submit. Note that the process is now successfully completed.

Create a Receipt (FIN13)

This job aid walks through the various processes regarding purchase requisitions and orders, including Requisition Creation, Access, Purchase Orders, Change Orders, and Receipt Creation.