In Workday, worktags (including spend categories) can only be updated before the order is received and invoiced. Once a line has been invoiced, partially or fully, worktag information can no longer be changed via the Purchase Order - Change or Close Form.
To correct worktags, submit a Journal Entry instead. Journal Entry request forms are available in the Connect Finance Portal—just search for “Journal” on the "Explore Request Forms" page.
If your department is changing funding worktags due to a new fiscal year, please create a new PO line via a Change Order, or create a new Purchase Order.
Note: you cannot close a PO or PO line as long as invoices or receipts are outstanding.
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