UNI My Receipts - Report

Overview

Users can run the "UNI My Receipts" report to view all of their receipts

Report Process

In Workday please search for "UNI My Receipts" 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 receiptss. If you want to narrow your search you can select any field and update.

Open

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

Open

Uses for this report:

We encourage using this report throughout the fiscal year to monitor your receipts.  Keeping your receipts accurate helps with budgeting and account balances.

• Verify the receipt you started is Approved and not in “Draft” status

• Report is an easy way to find a receipt if an Adjustment or Return is required..

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