Procurement
Name the Report for Requester and Buyer to Track and Resolve Open Order Issues.
What is Buyer/Requester Collaboration Report?
With Adjust Inventory: How do we enter a decrease adjustment?
What is Negative number?
What is not available when doing an Ad Hoc Par Count?
What is Require Count?
Locations: Do all locations need a Default Ship-To Location? If not, which ones do?
All but Ship-To locations get a Default Ship-To Location
Note: Only the address shows on Create Requisition
Today in PS some end users share the same Ship-To and Deliver to Location which is not allowed in WD
AHMG process change to separate Ship-To and Deliver To Location
Item Add/Maintain: What QR codes are found on an inventory shelf label?
What are Bin/Item/Issue UOM?
Describe the difference between Cancel and Close on a PO.
What is Cancel you can reopen where Cancel is not available to reopen?
Requisition Requirements: In PeopleSoft, a warehouse replenishment order would needs the INBU populated to allow an item to putaway. In Workday ____ req type and ___ allow putaway to occur.
What is SCM Only - Inventory Replenishment and Delivery Type = INV REPLEN?
Report: Name the report that allows you to see if an Item is used in an Inventory Site, Par Location or Template across the entire AH System.
What is Par Item Lookup?
Catalog Search: Name the fields associated with an Item ID that show as a filter on a requisition.
What are Item Tags, Suppliers, Manufacturer, Preferred Item, On Contract, Spend Category?
Punchout used to order medical supplies for physician offices.
What is McKesson?
Requisition Requirements: These Requisition types require at least one Service line on the order.
What is a Service and Blanket requisition?
Catalog Search: The catalog search will show a user if the item is stocked in the warehouse and the quantity available. These field drives what warehouse and quantity the user sees.
What is the Icon with the check mark in the box?
Name the Report that is the equivalent to the 019 report in PS.
What is TAH Par Location Listing Report?
Catalog Search: Name the fields associated with an Item ID that show as a filter on a requisition.
What are Item Tags, Suppliers, Manufacturer, Preferred Item, On Contract, Spend Category?
Workflow: These Req types will pull in a Buyer to approve the requisition as the final step
What is Capital and Bill Only?
True/False - You can close single lines on a PO.
What is True? You are only able to Close not Cancel PO lines.
Report that is used to find your Killed or Backordered Stock Request Lines?
What is Killed or Backordered Stock Request Lines?
Report: Name the report that will show you all Draft Par Counts.
What is Find Par Count?
Identify what drives the Order-From Connection on an Item.
What is the Supplier Contract?
Workflow: Grants have a unique workflow. This field needs to be populated in order to pull in the Grant workflow.
What is a Grant in the Worktag field?
Requisition Requirements: Spend Categories that are marked trackable can be used on this req types
What is Capital?
Name the two ways to create a Return to Inventory.
What is Create Inventory Return Order and Create Ad Hoc Inventory Return?
Describe the 2 different process tasks needed to Print Par Location Items and Print Par Header Labels.
What is Create Ad Hoc Location Labels: Items- Label Type = Par Location Labels, Label Subtype = IN BarTender PAR Item Label CC Outbound, and Roll Label Printer name; Headers - Label Type = Location Labels, Label Subtype = IN BarTender PAR Item Lable CC Outbound (NOT Sheet Label), and Roll Label Printer name.
If an item is under a Price Agreement / Contract, describe where one would find our cost to the Supplier within Workday.
What is the Supplier Pricing and/or Advanced Pricing within WD AND it can be found in the Contract Dashboard for SC Leaders?
Punchout used to order clinical and building equipment.
What is GHX (Prodigo) Marketplace?