- Cleveland Metropolitan School District
- Training
- Finance & Procurement - Training Materials/Job Aids
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Workday Finance & Procurement Training Materials
Procurement
Job Aids- 00 Helpful Hints
- 01_Purchases Worklet
- 02_Create Requisition - Search Catalog Updated 6/20/2017
- 03_Create Requisition - Non-Catalog Items (Employee) Updated 6/20/2017
- 04_Create Requisition - Supplier Website
- 05_My Requisitions Worklet
- 06_Execute Budget Status (Segment/Project or School) Report Updated 7/24/2017
- 07_Create Budget Amendment Updated 7/18/2017
- 08_Approve Requisition
- 09_Create Supplier Request
- 10_Create Supplier Change
- 11_Sourcing Requisitions
- 12_Create Purchase Order Updated 7/26/2017
- 13_My Recent Purchase Orders Worklet
- 14_Edit Purchase Order
- 15_Approve a Purchase Order-Change Order Updated 7/6/2017
- 16_Create Change Purchase Order
- 17_Create Supplier Contract
- 18_Approve a Supplier Contract - Contract Amendment
- 19_Amend Supplier Contract
- 20_Create Receipt Updated 8/28/2017
- 21_Create Return Order Updated 7/26/2017
Spend Authorization/Expense Reimbursement
- Spend Authorization (Expenses) Course Updated 6/23/2017
- Spend Authorization (Expenses) Process Flow Updated 6/23/2017
Job Aids- 00_Expenses Worklet
- 01_Add Payment Elections for Expenses
- 02_Create Spend Authorization Updated 6/23/2017
- 03_Approve, Send Back, Deny Spend Authorization
- 04_Display/Change Spend Authorization Updated 6/23/2017
- 05_Create Expense Report - New Updated 9/14/2017
- 06_Create Expense Report - Copy From Previous Updated 9/14/2017
- 07_Create Expense Report - From Spend Authorization Updated 9/14/2017
- 08_Display/Change Expense Updated 9/14/2017
- 09_Approve, Send Back, Deny Expense Report
- 10_Verify Procurement Card Transactions
Internal Service Delivery Job Aids