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Administrator Guide
Last Updated: 2023-06-23
Process Invoice Adjustments for Returned Goods

Process Invoice Adjustments for Returned Goods

  • Set up the
    Supplier Invoice Event
     business process and security policy in the Supplier Accounts functional area.
  • Set up the
    Create Supplier Invoice Adjustment from Return
     action step in the
    Return to Supplier Event
     business process.
  • Select the
    Create Invoice Adjustment
     option in the
    Maintain Return Reasons
     task for each return reason that creates an adjustment.
Notify reviewers with an action to create supplier invoice adjustments for returned goods.
  1. Access your
    My Tasks
     notifications and select
    Create Supplier Invoice Adjustment
    .
  2. Complete
    Invoice Adjustment Information
    .
    The
    Reference Return
     field displays the return document and related purchase order or supplier invoice.
    When you create a supplier invoice adjustment from a return to a supplier, Workday:
    • Creates allocations back to the original Procurement document.
    • Updates the balances of the quantity to invoice and receive on the purchase order or contract.
After you submit the invoice adjustment, it routes for processing.