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Administrator Guide
Last Updated: 2025-10-03
Create Receipts

Create Receipts

  • To create receipts for supplier contract types, select
    Receive Contract Lines
     on the
    Maintain Supplier Contract Types
     task. See Steps: Create Supplier Contracts.
  • To create receipts for approved advanced ship notices, enable advanced ship notices on the
    Edit Tenant Setup - Financials
     task.
  • Configure the
    Receipt
     business process and security policy.
  • Security: Configure these domains in the Procurement functional area:
    • Process: Receipt/Return (NEW)
    • Self Service: Receipt
You can create receipts from purchase orders (POs), supplier contract lines, and advanced ship notices to receive:
  • Goods.
  • Services.
  • Contingent worker timesheets.
  • Project-based services.
You can include attachments on receipts. Workday supports the file types enabled on the
Edit Tenant Setup - System
 task for business document attachments.
  1. Access the
    Create Receipt
     task.
  2. As you complete the task, consider:
    Option Description
    Document Number
    Select from purchase orders, supplier contracts, advanced ship notices, and alternate supplier contracts that:
    • Are eligible to receive.
    • You have access to.
    The
    Most Recent Documents
     prompt subcategory displays up to 50 recent documents that you have access to, determined by:
    • Contract start date on supplier contracts.
    • Document date on purchase orders.
    • Shipment date on advanced ship notices.
    The prompt also displays
    Documents Due Today
     or
    Documents Due this Week
     subcategories when relevant documents meet these conditions, determined by:
    • Due dates on purchase orders.
    • Shipment dates on advanced ship notices.
    For the
    Documents Due this Week
     prompt subcategory, Workday defines the week as Monday to Sunday rather than the next 7 days.
    Fully Receive
    Select to receive all remaining quantities or amounts on the document.
    When you don't select this check box, you can still mark individual goods lines as fully received after you click
    OK
    .
    For lease contracts and advanced ship notices, Workday automatically selects the
    Fully Receive
     check box. When you create a receipt for a:
    • Supplier contract, the
      Inventory Replenishment
       delivery type puts away goods into an inventory site. A delivery type of
      Par Replenishment
       restocks a par location.
    • Purchase order or advanced ship notice, the delivery type populates from the purchase order. You can't change it.
    Tracking Number
    You can:
    • Search and select tracking numbers from dock manifests.
    • Select
      Create Tracking ID
       to scan tracking numbers.
    • Add multiple tracking numbers to receipts.
    Edit Existing Draft Receipt
    Displays as a check box or prompt when receipts in
    Draft
     status exist for the selected document.
    Workday displays an
    Edit Existing Draft Receipt
     check box when 1 draft receipt exists for the selected document. When the document isn't fully received, you can edit the draft receipt or create a new receipt for the remaining quantities or amounts.
    Workday displays an
    Edit Existing Draft Receipt
     prompt when more than 1 draft receipts exist for the document. You can select which draft receipt to edit, or create a new receipt if the document isn't fully received.
  3. (Optional) Apply attachment and select attachment categories in the
    Attachments
     tab.
  4. (Optional) After you click
    OK
    , complete the
    Lots and Serials
     grid for purchase items with:
    • Lot Control
       enabled.
    • The
      Full Serial
       serial control type.
  5. (Optional) Access
    Edit Receipt
     to update or cancel a receipt in
    draft
     status. To make changes to an
    approved
     receipt, access the
    Create Receipt Adjustments
     task.
Workday:
  • Calculates the quantity, amount, or hours worked and includes them on the receipt.
  • Calculates the quantity, amount, or hours worked and subtracts them from the purchase order, advanced ship notice, or supplier contract.
  • Routes the
    Receipt
     business process for approval.
  • Approves receipts to display on the related supplier invoice.
  • Routes the
    Receipt
     business process to put away inventory items with a
    Delivery Type
     of
    Inventory Replenishment
     upon approval.
Delivery Type
 displays on
Goods Lines
 only when you enable stock items on the spend category.