Training

Several job aids are available in the Workday Training Dashboard to guide you through creating a requisition, creating a receipt and creating a change order:

1. Employee - Procurement - Create a Purchase Requisition (Non-Catalog and Dell) - This job aid provides step-by-step instructions for creating both a standard Workday requisition and a Punchout requisition (new in Workday).
2. Employee - Procurement - Change Orders and Receipts - The individual listed as the requisitioner on a Workday requisition is responsible for receiving the good/service within Workday and any subsequent change orders that may be needed. Utilize this job-aid to guide you through these tasks.
3. Employee - Procurement - Prepayments - In cases where a supplier requires upfront payment, this job aid explains how to create a PREPAYMENT requisition in Workday. Note: Events that do not cross the fiscal year should be processed as standard requisitions (e.g., an event in February planned in October).

RIT has partnered with PaymentWorks to provide a secure supplier onboarding portal. RIT joins many other higher education institutions that have also implemented PaymentWorks to automate the vendor management processes, protect against business payment fraud, and ensure regulatory compliance. 

For suppliers: This link will take you to some helpful tip sheets to support successful registration, use and maintenance of your RIT PaymentWorks account and below you will find RIT's list of valid Commodity Categories and Subcategories, which are required fields on the New Vendor Registration (NVR) form.

For RIT internal users: Please visit this link for PaymentWorks Resources