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| Process | Workday | Before Workday |
|---|---|---|
| Create Supplier Request | Submit a Create Supplier Request to add new suppliers to Workday. After submission, the Procurement department will review all requests and create the suppliers on the system based on the information on your request. | Staff contacted procurement staff via emails and phone calls to set up new vendors in Jenzabar. |
| Request Non-Catalog Items (Requisitions) | When procuring goods and services for Lynn University, all departments have the option to procure goods on WB Mason, Amazon Lynn Business account, or create a request for non-catalog items (requisition for goods and services). The process of purchasing from WB Mason / Amazon has not changed. | The process varied per department. Some departments contacted suppliers directly, created requisitions on Jenzabar, or paper managers approved items in Perceptive Content. |
Check Budget | When creating a Request for Non-Catalog Items (Requisitions), the system will automatically check for the available budget for your organization (Cost Center, Gift, or Project). Cost Center managers can make adjustments to the requisition via Review Budget Check process. | Requesters and department managers would check variance reports for the available budget. The finance department would make GL budget changes. |
| Create Supplier Invoice Request | In order to request a payment without a purchase order, you will need to complete a Supplier Invoice Request. You must verify supplier exist exists in Workday. If the request is for a new supplier, you must provide a Supplier Request first. | Invoices were forwarded to the Procurement department via email or Perceptive Content. |
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