UNI Purchase Order Lines Not Received - Report

Overview

Users can run the "UNI Purchase Order Lines Not Received Report" to see all outstanding PO lines that need to have receiving completed. The output of this report can be used to receive on items as well

Report Process

In Workday please search for "UNI Purchase Orders Not Received" in the search bar.  Select the report from your search results.

When you open the report you will be presented with a prompt screen. You do not need to change any of the defaults to run for all of your POs. If you want to narrow your search you can select any field and update.

Your name will default in under the "Requester" field - you can update this if you need to look at someone else's orders in your dept.

Open

After you hit "OK" the report will run and you will be given an out put of all of your open POs. The information on this report includes: PO#, Supplier, PO line information and how much you have ordered and how much you have already received.

Open

Receiving from the Report

While reviewing the report you can receive directly from the report. Just to the right of the PO number (hover over that area) you will find the Related Actions button. Click the Related Actions button. A new pop up screen will appear.

Open

Hover over Receipt and the Related Actions button will appear.  Click on "Create" to start the receipt process.

Open

Complete your receipt. If you rerun the report the lines fully received will be removed.