Procurement
Amazon
- Amazon Business Web Guidance: https://finance.uw.edu/ps/amazon-business
Requisitions
- Requisition Event Inbox Filter Video: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032341
- Creating a Requisition for Radioactive Materials: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032588
- How to Enter a Requisition Job Aid (Updated 2/12/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032246
- Capital Equipment Requisitions and Trackable Spend Category Job Aid: https://finance.uw.edu/eio/resources
- Catalog Requisitions
- Catalog Buying Web Guidance: https://finance.uw.edu/ps/how-to-buy/catalog-purchases
- How to Create a Requisition for Catalog Suppliers (Updated 2/2/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032927
- Non Catalog Requisitions
- Non-Catalog Web Guidance: https://finance.uw.edu/ps/how-to-buy/workday/non-catalog-purchase-orders
- How to Create a Requisition for Non-Catalog Suppliers (Updated 2/12/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032960
- Additional Guidance
- Split Costs: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032808
- Financial Treatment Worktags: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032747
- Spend Category Guidance: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032449
- Exception Item Web Guidance: https://finance.uw.edu/ps/how-to-buy/exception-items
Purchase Order Maintenance/Receiving
- Change/Close Purchase Order Web Guidance: https://finance.uw.edu/ps/change-close-order
- Change/Close Purchase Order Connect Request Form: https://uwconnect.uw.edu/finance?id=sc_cat_item&sys_id=df0175731ba1b5d0cc990dc0604bcbed
- Receiving Web Guidance: https://finance.uw.edu/ps/how-to-buy/receiving
- How to Receive in Workday Job Aid (Updated 4/5/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032902
- How to Create a Return in Workday (Updated 1/29/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032911
Invoice Payments
Invoices
- Supplier Invoice Lifecycle Presentation: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032490
- Supplier Invoice Request Web Guidance: https://finance.uw.edu/ps/how-to-pay/supplierinvoicerequest
- Supplier Invoice Request Job Aid (Updated 3/8/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032534
- Cancel an Invoice Connect Form: https://uwconnect.uw.edu/finance?id=sc_cat_item&sys_id=8bc940c11b267590cc990dc0604bcb0f
- How to Approve Invoices for a Grant Manager or Principal Investigator Job Aid (Added 11/30/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032717
- Invoices that need campus action (Receiving or Approval): https://finance.uw.edu/ps/netid/invoice-backlog-summary-page
- How to Understand Match Exceptions: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0031933
Other Payments
Miscellaneous Payments
- Miscellaneous Payments Web Guidance: https://finance.uw.edu/ps/how-to-pay/payments-to-individuals
- How to Enter Miscellaneous Payments in Workday Job Aid (Updated 3/27/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032008
Reimbursements
- Reimbursement (non-Travel) Web Guidance: https://finance.uw.edu/ps/how-to-pay/reimbursements
- How to Create Expense Reports for Travel and Non-Travel Spend Authorizations and Reimbursements Job Aid (Updated 3/4/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032053
- How to Run and Analyze Expense Reports: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032232
- How to Manage Your Expense Reports in Workday (Updated 3/8/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032051
Card Services
ProCard
• ProCard Web Guidance: https://finance.uw.edu/ps/how-to-buy/procurement-card
• Credit Card Services Request Connect Form: https://uwconnect.uw.edu/finance?id=sc_cat_item&sys_id=b2b7e2dbdb54dd506ccf6a9ed3961978
• ProCard Cardholder eLearning Training: https://finance.uw.edu/ps/webform/procard-training
• ProCard Renewal eLearning Training: https://finance.uw.edu/ps/webform/procardrenewal
• Verify ProCard transactions in Workday Job Aid (Updated 3/27/24): https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032233
Travel Card
• Travel Card Web Guidance: https://finance.uw.edu/ps/how-to-buy/travel-purchasing/itc
• Travel Card eLearning Training: https://finance.uw.edu/ps/resources/training/tutorials/itc
Central Travel Account
- Central Travel Account Web Guidance: https://finance.uw.edu/ps/how-to-buy/travel-purchasing/cta
- Central Travel Account eLearning Training: https://finance.uw.edu/ps/webform/cta
- How to Create an Expense Report for CTA Verification: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032234
Global Services
Field Advance
• Field Advance Web Guidance: https://finance.uw.edu/ps/how-to-pay/field-advances
• How to Manage Field Advance Job Aid: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032010
Revolving Fund
• Revolving Fund Web Guidance: https://finance.uw.edu/ps/how-to-pay/research-subjects/revolving-funds
• Revolving Fund Management Request Connect Form: https://uwconnect.uw.edu/finance?id=sc_cat_item&sys_id=3da44899dbf819106ccf6a9ed39619ec
Tango Card
• Tango Card Web Guidance: https://finance.uw.edu/ps/how-pay/research-subjects/tango-card-0
• How to Order Tango Cards Job Aid: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032750
US Bank Card
• US Bank Web Guidance: https://finance.uw.edu/ps/how-pay/research-subjects/us-bank-rewards-card
• Order and Load US Bank Cards Connect Request Form: https://uwconnect.uw.edu/finance?id=sc_cat_item&sys_id=e34377cb87c3a9506f1997dd3fbb35ac
Suppliers
- Supplier Web Guidance: https://finance.uw.edu/ps/suppliers
- Supplier Request Connect Form: https://uwconnect.uw.edu/finance?id=sc_cat_item&sys_id=88d1b0b0dbdf01506ccf6a9ed39619b2
- How to Fill out the Supplier Request Connect Form Guidance: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032359
Other Processes