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Administrator Guide
Last Updated: 2025-10-03
Create Receipt Adjustments

Create Receipt Adjustments

  • Configure the
    Receipt Adjustment
     business process and security policy.
  • Add the
    Initiate Supplier Accounts Match Event for Related Supplier Invoices
     service step to the
    Receipt Adjustment
     business process. This service step determines when there's a match exception and clears exceptions according to your matching rules.
  • Configure the
    Inventory Receipt Put-Away Adjustment Event
     business process and security policy.
  • Configure these domains in the Procurement functional area:
    • Process: Receipt/Return (NEW)
    • Self Service: Receipt
You can change quantities and amounts on already approved purchase orders and advanced ship notice receipts. Workday then automatically adjusts:
  • Accounting.
  • Delivery tickets.
  • Inventory levels.
  • Labels.
  1. Access the
    Maintain Procurement Reasons
     task to configure receipt adjustment reasons.
  2. Access the
    Create Receipt Adjustment
     task or select
    Create Adjustment
     from the related actions menu of the receipt.
  3. Enter the
    Actual Quantity Received
     or
    Actual Amount Received
     that, when combined with the total amount or quantity already received, isn't greater than the amount or quantity ordered.
    You can only adjust the quantity on a receipt when all of the assets are either:
    • In Service.
    • Issued.
    • Registered.
    You can't adjust receipts or receipt lines with:
    • Amortization.
    • Closed or closed for receiving purchase order lines.
    • Contingent Worker, Project Based, or Supplier Contracts.
    • Returned items.
    • Splits.
    You can only complete receipt adjustments on receipts containing assets that are:
    • In Service.
    • Issued.
    • Registered.
  4. (Optional) Add supporting attachments.
    You can specify attachment categories for each type of supporting document.
Workday initiates invoice matching to related receipt adjustments when you add the supplier accounts matching service step to the
Receipt Adjustment
 business process.
Workday processes put-away transactions and corrects put-away quantities when you add the
Initiate Inventory Receipt Put-Away Adjustment Event
 service step to the
Receipt Adjustment
 business process.
Workday updates the quantity on the original receipt when you complete a receipt adjustment.