Workday Procurement-to-Pay (P2P) Training
Workday Procurement-to-Pay (P2P) Training
⏰12 hours | ▶️ 17 Videos | 📣 11927 Participants | 🎓 7195 Reviews | 4.9 ⭐⭐⭐⭐⭐
Choose a Plan that Works for You
Self Paced
Unlimited Access- Advanced sessions
- Interview Q&A
- Free study Materials
- Premium Technical support
Instructor Led Live Training
Unlimited Access- Live Instructor
- Advanced sessions
- Interview Q&A
- Premium Technical Support
Corporate Training
Unlimited Access- Live Instructor
- Advanced sessions
- Interview Q&A
- Premium Technical Support
Upcoming Batches PST
July 10(1 HR A DAY) |
07:30 PM PST |
Enroll Now → |
July 30(1 HR A DAY) |
07:30 AM PST |
Enroll Now → |
July 27(1 HR A DAY) |
07:30 AM PST |
Enroll Now → |
Upcoming Batches IST
July 11(1 HR A DAY) |
08:00 AM IST |
Enroll Now → |
July 30(1 HR A DAY) |
08:00 PM IST |
Enroll Now → |
July 27(1 HR A DAY) |
08:00 PM IST |
Enroll Now → |
Course Description
Workday Procurement-to-Pay (P2P) Training offers in-depth coverage of one of its core business processes – one which all organisations’ financial operations revolve around procuring goods and paying expenses; with Workday P2P unifying these processes into a single cloud solution offering speed, accuracy and visibility throughout its spend cycle.
Participants of this session gain an in-depth knowledge of how Workday handles each step in the procurement process, from creating purchase orders and requisitions, onboarding suppliers, receiving products/services from suppliers, processing bills and finalising payments – with particular attention paid to practical applications in everyday business situations.
The session ensures participants not only learn functional information but can apply it successfully – emphasising real-world applications of this knowledge.
Workday P2P module makes procurement efficient by automating approvals, expediting supplier engagement and guaranteeing compliance with organisational regulations.
Integrating procurement data with accounts payable, reporting features, and financial management efficiencies improves financial management as well.
Learners will witness how Workday provides an end-to-end, smooth process which minimises human labour, eliminates duplication and allows businesses to better control their procurement cycle.
Our immersive, hands-on online training simulates real-world project settings so attendees can effectively manage Workday’s payment and procurement procedures.
No matter if you are a financial specialist, procurement professional, Workday consultant or user, this training will equip you with all of the knowledge and skills required for effective navigation of Workday system transactions and supporting digital transformation goals within your company.
Participating in this course will also become acquainted with Workday’s analytics and reporting tools, providing invaluable data regarding cost optimisation, spend visibility and supplier performance.
Once complete, participants will have gained a competitive edge in job markets as they become certified Workday consultants ready to sit for certification tests in supply chains, finance or ERP consulting sectors.
For individuals aiming to enhance their functional understanding of accounts payable and procurement procedures while simultaneously developing the technical know-how required to succeed in Workday environments, this course offers ideal preparation.
Proficiency in Procurement-to-Pay opens doors for exciting career prospects while making you a highly sought-after asset across sectors worldwide due to Workday’s widespread adoption.
Features
Course Content
1. Create Reorganization & Cost Center Hierarchy
• Create Reorganization & Company Hierarchy
• Create Company
• Assign Roles
• Create Cost Center Hierarchy
2. Company Accounting Details
• Accounting Details
• Create Ledger
• Start Proxy
• Mass Update Ledger Period Status
• Stop Proxy
• Pre-configurations: Maintain Supplier Categories
• Maintain Supplier Group
• Maintain Payment Terms
• Create Categories & Classifications
• Create Supplier
3. Maintain Spend Categories & Purchase Items
• Maintain Spend Categories
• Create Purchase Item
• Maintain Related Worktag Usage
• Maintain Organization Type
• Maintain Organization Subtypes
• Assign Roles
4. Edit Account Posting Rule Set & Create Supplier
• Edit Account Posting Rule Set
• Main Procurement Reasons
• Trial Balance & Create Supplier
5. Find Supplier Invoices
• Find Supplier Invoices
• Proxy
6. Purchase Order & Security for Securable Items
• Business Process Definition: Purchase Order
• Create Purchase Order
• View Security for Securable Item & Assign Roles
• Create Receipt
• Maintain Purchase Order Types
7. Purchase Order & Change Orders
• Create Purchase Order
• Create Change Order
• Creating the Invoice
• Maintain Custom Validation
8. Maintain Custom Validations
• Maintain Custom Validations
• Creating Supplier Invoice for Critical Item
• Maintain Worktag Usage
• Configure Profile Group
9. Maintain Custom Worktag Values
• Custom Worktags
• Maintain Custom Worktag Values
• Configure Profile
10. Requisitions Overview
• Maintain Requisition Types
• Create Requisition
• Request Non-Catalog Items
• Create Supplier Catalog
11. Create Supplier Contact
• Create Supplier Contact
• Request Quote Event
12. Reporting & Custom Reports
• Report & Report Categories
• Trial Balance
• Customer Activity Details
• Find Supplier Invoices
• Copy Standard Report to Custom Report
13. Create Custom Report & Maintain Dashboards
• Create Custom Report
• View Business Object
• Maintain Dashboards
14. Composite Report Overview
• Control Field in Composite Report
• Data in Composite Report
• Combine Data for Ledger Account
• Calculation for Ledger Account
• Lookup Field Value
• Adding Style
• Repeating Column Group
15. Bank Account & Settlement Run
• Create a Bank Account
• Create Bank Routing Rule
• Assign Roles
• Create Settlement Run
• Print Checks Work Area
• Cancel Settlement Run
16. Create Security Group & Business Security Policy
• Maintain Assignable Roles
• Create Security Group & Edit Role-based Security Group
• View Security Group
• View Domain & Business Process Security Policy
17. Create External Supplier Site
• Create External Supplier Site
• Maintain Step Help Text
• Create Calculated Field.