Any purchase of an item that is considered inventory must include at least one of 27 Equipment spend categories. The spend category will ensure the approval chain includes someone from General Accounting, and that the item receives a UA Little Rock property tag. Inventory is defined as:
- Capital Equipment. Any item of furniture or equipment or any tangible property with a useful life of at least two years which has a unit cost or donated value of $2,500 or more, including taxes, freight, and installation charges. This definition includes vehicles and equipment procured on a capital lease.
- Equipment. An item of a movable nature, which has an expected useful life of two years or more, is non-expendable and maintains its identity when it is incorporated into a larger or more complex unit.
- Low-Value Assets. Equipment with a cost or donated value less than the capitalization threshold but greater than $500.
Banner 9 to Workday Crosswalk
|FOIDOCH||Document History||Allows you to enter any finance document (PO, REQ, INV) and then see all other associated finance documents.
To find related PO number- Listed under Goods or Service line in sourced column
|My requisition/Find requisitions-
Click on the Requisition to open
|FPAREQN||Requisition Entry||To create or update existing requisitions||Create Requisition for:|
|FPIREQN||Requisition Inquiry||To view an existing requisition, no changes allowed||My Requisition or Find Requisition|
|FOAPOXT||Procurement Text Entry||To enter additional information in the text||Description/Memo|
|FPARDEL||Requisition Cancellation||To cancel a requisition||Related Actions- Cancel|
|Approval and Approval History|
|FOIAINP||Approval Notification||Approvers notified of documents to approve||My Requisition- Details and Process|
|FOAUAPP||User Approval||To approve requisitions||Inbox|
|FOAAINP||Document Approval||To see who needs to approve a requisition||My Requisition- Details and Process|
|FOIAPPH||Document Approval History||To see who and when a requisition was approved||My Requisition- Details and Process|
|FPARCVD||Receiving Docs||To create a receiver after the goods or services have been delivered||Create Receipt|
|FGIENCD||Detail Encumbrance Activity||To see all the activity on any specific encumbrance (EO, REQ, PO)||View Finance Accounting Information for Procurement Documents|
|FTMVEND||Vendor Maintenance||To create or edit a supplier||Create Supplier Request|
|FTIIDEN/ GUIALTI||Entity Name/ID Search||To search for Suppliers in Banner||Find Supplier|
|FPIOPOV||Purchase Orders by Vendor||To see a list of POs for a specific vendor by line item||Find Suppliers- Related Actions- Activity Summary|
|FAIVNDH||Vendor Detail History||To see the payment history for a specific vendor||Find Supplier Invoice History|
|Other helpful forms and guides|
|GUAMESG||General Message||To view Banner messages||Notifications and Inbox|
|GUAPMNU||My Banner Maintenance||To create a personal menu tied to Banner ID||My Profile|
Bids in Workday
No changes will be made to the bid process at this time. If this process changes, a campus-wide notice will be sent.
Known Change to Credit Card Procedures
If a cardholder or liaison will be making grant-funded P-card transactions, a spend authorization must be submitted. A spend authorization is initiated by the worker, not the manager. Managers take action on spend authorizations after they are submitted for approval.
Methods of Procurement
Three purchase methods are available in Workday—catalog, non-catalog, and punchout. The type of supplier you’re using determines which method of purchase you use.
Note: Blanket purchase orders are no longer available. A crosswalk showing the Workday equivalent of legacy blanket purchase orders can be found here.
UA Little Rock logoed (campus, college, or department level logos) items must be acquired by following one of three procedures: Competitive quote bid, cooperative contract, and formal bids. Documents from competitive quote bids and cooperative contract quotes must be attached to the requisition in Workday. To obtain approval on promotional or trademark purchases the Promotional Items and Trade-Mark Licensing PO requisition type must be used. Please review the additional information on promotional purchasing before starting a requisition.
To indicate that ordered goods/services were received and ready for payment, departments must create a receipt in Workday. To do this follow the Create Receipt process.
Departments should also run a report once a week to identify POs that still need a receipt created. The Workday report is called RPT – Supplier Invoices in Match Exception – Missing Receipts.
The first step taken when commodities or services are needed is the submission of a requisition. This business process (cradle-to-grave shown below) begins and ends in Workday. Clicking steps 1 and 5 will open the QRG provided by the Project One team. Step 2 is completed by approvers, and steps 3, 4, 6, 7, and 8 are completed by central finance departments.
Finding, Editing, and Canceling Requisitions
If changes are needed to a requisition, and it has not made it through the approval chain to Procurement Services, the initiator can access the requisition, make the necessary changes, and resubmit the requisition.
To find and change or cancel a requisition in Workday, search for, and select, ‘My Requisitions’, enter any search criteria to narrow down your results (optional), and click “OK.” From the ‘My Requisitions’ page, you can:
- Create a requisition
- View details of previously submitted requisitions
- Access supplier information
- Access purchase order details
- View the request status of requisitions
- Edit ‘in progress’ requisitions
Keep in mind that a requisition, if changed, must go back through all levels of approval. Requisitions can still be changed at the buyer level.
Do Not sign for any goods or services without inspecting the products first. If damaged goods are signed for, they cannot be returned. After looking over products, if items are damaged or incorrect items were received, departments can create a return in Workday.
Previously known as vendors, suppliers are a business entity from whom you purchase goods or services. Suppliers are shared across all UA System institutions.
Missing Suppliers in Workday
To support the UA System’s goal of supplier harmonization, most suppliers were not converted to Workday. We have been charged as a campus to collect current supplier information and submit requests for their creation in Workday as needed.
Adding New Suppliers and Updating Existing Suppliers
Guest of State (Travel)
Please note that guests of state will no longer be processed as suppliers in Workday. Departments will need to create an external committee member in Workday. Procurement will be providing further information in travel training sessions.
To obtain approval on technology purchases (computers, tablets, network devices, software, software licenses, software-as-a-service, etc), the IT-related purchase requisition type must be used. This will automatically route the requisition to IT services for approval. Any technology requisition that does not receive approval will be sent back to the initiator with a note indicating that IT Services approval is needed.
Workday is vastly different from Banner, and while many processes and methods of purchase still exist, they have changed. Please review the information below to learn more about procurement procedures in Workday.
The UA system has created a Workday intranet page with additional resources. Computer-based training for procurement tasks in Workday is available via UASYS Blackboard. Step-by-step guides and virtual training sessions customized to UA Little Rock are available upon request. Email firstname.lastname@example.org to request guides or a virtual training session.
Travel and Reimbursements
Pre-approval is required for all travel and can be obtained in Workday through the Spend Authorization. Cash advances can still be requested when traveling, see the cash advance quick reference guide for instructions. *Covid-19 travel guidelines supersede the regular pre-approval process. Attach Vice-Chancellor approval to travel as per the Return to Campus Guide to all out-of-state spend authorizations.
The process of requesting a spend authorization is initiated by the employee as self, or in some cases, the department’s Expense Data Entry Specialist. Managers take action on spend authorizations after they are submitted for approval.
Reimbursements for travel and non-travel expenses are requested with an expense report. If an employee would like to be reimbursed for out of pocket expenses, an expense report must be entered in Workday. Expense reports can, if necessary, be edited before the final approval in Procurement Services.