Procure to Pay Project Tips and Tricks – Understanding the Match Exception Worklet.

Slides:

Advertisements

Similar presentations

1 Vendor Invoicing MyFloridaMarketPlace supports electronic invoice reconciliation within Ariba Buyer (purchase order, receipt, and invoice are needed.

Advertisements

Training Course: Task List. Agenda Overview of the Task List Screen Icons across the top Making Appointments Viewing Appointments & Filters Working Your.

CSNAV Milestone College List

Visualize Success 2011 Jason Butler Sr. Project Manager Visual South, Inc. Customer/Vendor Inquiry.

eBilling Training Invoicing

On the Home/Diary page when we click Accounting Management from the Dashboard Rental Periods Rent Demands How they work.

Matching Purchase Invoices to Purchase Orders Sage and Version One working together MDJ Consulting.

ISupplier P2P business process Supplier.

Introduction to eForms and Workflow In OnBase For the Finance Center User February 2015 For the Finance Center User February

Purchase Order Receiving. PO Receiving  Go to:  Click For Staff> Employee Resources> Employee Access  Enter your.

Agresso Web Procurement Training Mary Halpin Financial Accounting.

Ecomdash Ecomdash Academy Lesson Plan Creating a Magento listing 1:08 / 4:27.

Ecomdash Ecomdash Academy Lesson Plan Creating a eBay auction listing 1:08 / 4:27.

H&S Supplier Webpage Work Instructions for Supplier Packaging Label PUWI 2.61.

Creating an Action Button in PowerPoint XP You will need to create all of your slides first. Then you are ready to start making buttons!

Go to UPS.com Click Register at the bottom. Fill this screen out with your info and click Next!

Pulling s ( cases) Dawn Archibold E-Support Lead ext

Kronos Information for DU Supervisors: Managing Timecard Exceptions.

Professional Learning Management System True North Logic

Module 1 - BASICS AND NAVIGATION/SEARCH

Resolve Invoice Exceptions

Making Assignments with THINKCENTRAL

Contract Compliance: Reporting

Procurement How-to Guide September 12, 2017

Training Presentation for Raytheon Supply Chain Platform (RSCP)

Internet Data Exchange - General Navigation - View and Confirm Purchase Orders and Scheduling Agreements NOVEMBER2016 REV C.

Insert your Thumb Drive into the USB slot

Blanket Purchase Orders

P2P Module: Ariba P2P INVOICING

Invoicing: Enter a Credit Memo

Full paper submission guideline

PO INVOICE ENTRY Creating a PO Invoice Let’s Get Started

Product Training Supplier Review

Ariba Contracts: Complete Contract Approval

Creating Charts & Dashboards

Send Invoices From QuickBooks To Gmail – An A To Z Guide After QuickBooks Online teamed up with Google, it has been as simple as possible for you to invoice.

Download Orders, Shipments, and Receipts

FastFacts Feature Presentation

Buy A&M Receiving Training

How-to Supplemental Tips

I-Supplier Training Guide

Invoicing: Resolve Invoice Exceptions

The mouse controls the movement of the pointer on your screen.

Last updated: February 16, 2016

Refresher for Shoppers

Boeing 787 SCMP Training June 2016

Download Orders, Shipments and Receipts

Adding MLA Format Page Numbers to a Word Document

Buy A&M Approvals Training

To view updated PO status,

Buy A&M Receiving Training

A few tricks to take you beyond the basics of Microsoft Office 2007

How to create a parts list in inventor

Purchase Order Receiving

Courses Tab Press the Courses tab

Two methods to observe tutorial

Procure to Pay Project Tips and Tricks – How to create Receipts.

Procure to Pay Project Tips and Tricks – How to preview a supplier record (before you create your SIR).

Refresh: Click Here.

Tips and Tricks – How to tell if your PO was sent.

Procure to Pay Project Tips and Tricks – How to create and use Requisition Templates.

Procure to Pay Project Invoice Match Exception Overview

Procure to Pay Project Tips and Tricks – The Activity Stream.

Procure to Pay Project Tips and Tricks – How to view a list of available spend categories.

Procure to Pay Project Tips and Tricks – Supplier Invoice Requests.

Procure to Pay Project Tips and Tricks – How search effectively in Workday using Prefixes.

A few tricks to take you beyond the basics of Microsoft Office

Procure to Pay Project Tips and Tricks – Supplier Invoice Requests.

How to Run Workday Dashboard Reports.

Procure to Pay Project Tips and Tricks – Creating a Marketplace Order.

Presentation transcript:

Procure to Pay Project Tips and Tricks – Understanding the Match Exception Worklet

Tips and Tricks – Understanding the Match Exception Worklet Your Match Exception Worklet is located in the Procurement Dashboard. Click on the Procurement option on your Workday Home Screen. Scroll down to the Worklet labeled Supplier Invoices in Match Exception. If your Worklet has an orange triangle you will need to click the gear icon and select edit. Then you can put in your name so the Worklet will only show your Match Exceptions.

Tips and Tricks – Understanding the Match Exception Worklet Your Worklet will give you specific information. You can see the invoice number, the exception reason, who the exception is waiting for and the Purchase Order number. The most common Match Exception reason is Needs Receipt.

Tips and Tricks-Understanding the Match Exception Worklet You can right click on any blue item and ask to see the details in a New Tab. This will allow you to see greater detail when determining what action you should take.

Tips and Tricks-Understanding the Match Exception Worklet After you take action to resolve your Match Exception you can click on the gear icon and Refresh the data in your Worklet. The Match Exception you resolved should disappear.

Questions?