Spend categories can be researched in two reports:

• “Find Spend Categories” report in Workday
• “Workday Spend Category Guidance” report in the UW Connect Finance Portal

The reports will show the taxability and what kind of transactions each category is available for.

Only the Requisition Requester who initiated the RQ can cancel it. If that person is not available, send a ticket to PCS Help via UW Connect.

In the requisition, click on Related Actions:

• Select Requisition
• Select Cancel

• The current date can be entered as the "Accounting Date"
• Add a reason for the cancelation in the "Comments" box.
• Click "Ok"

Update on any Grant related worktags will trigger a validation error “Worktags do not match Grant Related Worktags” for the following in-flight transactions:
•    Customer invoice Adjustment
•    Expense Report
•    Internal Service Delivery
•    Procurement Card Transaction Verification

Shared Environments and departments can start submitting your updates on May 1st, 2024. 

Approved transactions will be paid with original worktags. Any transaction that is pending approval can be updated to the correct worktags. 

Due to ongoing beginning balance reconciliation efforts and preparation for fiscal year end close, any reclass journals intended to move between cost centers within one grant will be deferred until FY25. Since transactions will continue to post journals with the original Grant worktags on Purchase Orders, this should be considered when performing spend & budget analysis. Units may continue to perform payroll accounting adjustments (PAAs) and Accounting Adjustment.

Only Balancing Unit, Fund, Function, and Resource worktags need to match between the existing Grant Driver worktag and POs and SIs. All other related worktags on the Grant Driver worktag do not need to match for approval to occur and payment to process. 

All existing POs and SIs will be processed and paid according to the original worktags on the PO. Run R1514 - Purchase Order Lifecycle to review existing POs and SIs. Any new PO will use the updated related worktags. BEFORE submitting a new requisition, verify the grant wortags are correct.

The create return task is an administrative notation in Workday. It does not send information to the supplier. The campus unit will still need to coordinate with the supplier on the return process, how to ship back items, and getting a credit issued.

Please see the UW Connect Finance Portal for guidance on Financial Treatment worktags available for requisitions.