Procurement: How to Create a Receipt for Purchases Over $5K in Workday
This user guide provides step-by-step instructions on how to create a receipt in Workday for goods or services procured through a purchase order. Creating a receipt is a crucial part of the procurement process, as it confirms that the items ordered have been received and meet the expected quantity and quality. Accurate receipt ensures timely supplier payments, maintains inventory accuracy, and supports compliance with financial and audit requirements.
This guide is intended for employees responsible for acknowledging the receipt of purchased goods or services within the Workday system. By following the procedures outlined here, users can efficiently complete the receipt creation process and help maintain accurate procurement records.
Step 1: From the Workday Search Bar, enter Create Receipt and select the task. The Create Requisition screen displays.
Please note that the step above is one method to initiate the receipt creation process. Alternatively, a 'Complete To Do' notification may appear in your inbox prompting you to create a receipt (please refer to the screenshot below).
Step 2: On the Create Requisition screen, enter information for the following fields:
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Document Number (required) - refers to Purchase Order Number.
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Fully Receive (optional) - Please note you can choose not to check the box to Fully Receive and receive on individual lines instead.
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Tracking Number (optional) - created by the user to find the receipt.
Please note that if you do not select the Fully Receive box, the steps vary slightly depending on whether you are receiving goods or services.
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Receiving Goods (If Fully Receive box is not selected):
- You may update Quantity to Receive in the Lines tab to reflect the actual quantity received.
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Receiving for Services(If Fully Receive is not selected):
- Adjust Quantity to Receive in the Lines tab based on the portion of services completed.
Step 3: After you have entered all information click OK.
Step 4: From the Create Receipt home page, click on the Information tab then review that all fields under the Summary and Additional Information sections are correct. Click the Edit button to make changes.
Step 5: From the Create Receipt home page, click on the Attachments tab and add attachments as needed.
Please note if you have received the Invoice from the Supplier, please attach it to the Receipt (this is very important as this is how to communicate to AP to pay for the purchase).
Step 6: From the Create Receipt home page, click on the Lines tab and review the information under the Line Information, Additional Information, and Attachments sections and edit as needed.
Step 7: Click Submit when finished.
Experiencing an issue or need additional support? Contact our OneIT Team by
If you need assistance with creating a requisition, contact Finance Support at finance-support@stevens.edu.