Procurement Supplemental Guidelines

UAF "Procure to Pay" Process

Always pre-plan and coordinate with Procurement staff as needed.

1. Ensure Supplier exists in Workday. If not, invite supplier to PaymentWorks for onboarding.
2. In Workday, create and submit requisition (Requisition Requestor)
3. Requisition is reviewed/approved (Approvers within the Workday business process)
4. Source goods/services - Workday generates purchase order (Procurement/Buyer)
5. Create a receipt (Requisition Requestor)
6. Create supplier invoice (Central Finance/Accounts Payable)
7. Match invoice to purchase order and receipt (Central Finance/Accounts Payable)
8. Pay supplier (Central Finance/Accounts Payable)

Legal Review Process Instructional Guide - 02/14/2025 - View Office Hours recording HERE!

Procurement Supplemental Instructional Guide - 5/22/2023

Procurement Fundamentals/Training Guide - 5/30/2023