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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Supplier Invoice Work Area

Steps: Set Up Supplier Invoice Work Area

The Supplier Invoice Work Area helps you to track and manage supplier invoices in Draft status in a single place. You can also prioritize, assign, and configure rules for supplier invoices, as well as correct EDI 810 invoices in error. The Supplier Invoice Work Area also enables you to have visibility into invoice flow timing and exceptions.
  1. (Optional) Access the
    Maintain Supplier Invoice Work Queue Tags
     task.
    Create work queue tags to classify and prioritize supplier invoices.
    Security:
    Set Up: Supplier Invoice Work Queue
     domain in the Supplier Accounts functional area.
  2. (Optional) Access the
    Maintain Supplier Invoice Work Queue Tag Assignment Rules
     task.
    Select how to apply the Work Queue Tags you created on supplier invoices. You can configure assignment rule priority based on supplier, supplier groups, currency, and more.
    Security:
    Set Up: Supplier Invoice Work Queue
     domain in the Supplier Accounts functional area.
  3. (Optional) Access the
    Maintain Supplier Invoice Assignment Rules
     task.
    Set up rule-based routing to send supplier invoices to specific assignees or the creator of the invoice. The task evaluates rules 1 at a time, in the order they display. When a rule applies to a supplier invoice, we route the invoice to the assignee you selected.
    When you don't configure assignment rules, the invoices have no assignee.
    We recommend leaving the bottom assignment rule without conditions and assigned to a specific worker. This configuration helps capture all invoices to which the assignment rules don't apply.
    Security:
    Set Up: Supplier Invoice Work Queue
     domain in the Supplier Accounts functional area.
  4. (Optional) Access the
    Maintain External Supplier Invoice Source
     task.
    Create custom external sources of supplier invoices. You can apply sources to supplier invoices using web service. Workday delivers these sources:
    • Web services
    • EDI 810
    • REST API
    Security:
    Set Up: Supplier Accounts
     domain in the Supplier Accounts functional area.
  5. Access the
    Maintain Supplier Invoice System Validation
     task.
    Select which validation errors to ignore when you create supplier invoices using the EDI 810 integration. When applicable, Workday creates a supplier invoice in Draft status and directs it to the Supplier Invoice Work Area. You can change and correct the invoice to complete processing.
    Security:
    Set Up: Supplier Accounts
     domain in the Supplier Accounts functional area.
  6. Access the
    Supplier Invoice Work Area
     report.
    View, edit, and process supplier invoices assigned to you. You can click
    Search
     to find specific invoices in draft status. Workday saves your search preferences, but you can reset them.
    Security:
    Process: Supplier Invoice Work Queue
     domain in the Supplier Accounts functional area.