UNI My Purchase Orders - Report

Overview

Users can run the "UNI My Purchase Orders" report to see all of your PO's. The default to this report is your PO's in an "Issued" (open) status. You can update the prompts to look at your cost center or PO's in different statuses.

Report Process

In Workday please search for "UNI My Purchase Orders" 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 Issued (open) 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 PO's. 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

If you have a PO in "Issued" status you will see info on each line of the PO, if there no info you report query will come back empty.

Uses for this report:

We encourage using this report throughout the fiscal year to monitor your Issued "open" PO's.  Keeping your PO's closed help with budgeting and account balances.

• Look for orders that are not invoiced or are missing receipts  - we may need to reach out to the supplier to get an invoice or you may need to go in and complete receiving.

• Look for POs that have small amounts left on them (example: original PO was for $100 and the final invoice was for $99.50 - line amount remaining would show $0.50). You can request that Procurement close these by using the Close Purchase Order form in the OBO Hub.

• Review this report and follow up with Procurement to talk about any questions you have on your PO's.

You can also use this report to go back and look at closed orders for yourself or others in your department. Change the search prompts on the initial screen to suit your search need (PO status, Cost Center, supplier or dates).

Punchout Order Note:

PO's to our punchout vendors are only paid once a month. So you may see a Fully Invoiced and Fully Received order on your report. There is nothing that you need to do. This will close when we pay these invoices at month's end.