Spend Management Data Validation Report Configuration Package

This report package is available in the Configuration Catalog in Customer Central. Deployment of reports requires appropriate access to Object Transporter and your organization's Customer Central tenant. For more information see How to Migrate Configuration Catalog Packages and Implementation Tools.

The reports abide by WDSetup standards. We build these reports using the Workday Report Writer, which in turn you can further detail out to meet your business requirements.

Extract Commodity Codes: Displays attributes of commodity codes by type. Last Updated 6/2024.

Extract Company Inventory Accounting Options: Displays inventory accounting configurations.

Extract Company Procurement Options: Displays company procurement configurations. Last Updated 7/2024.

Extract EDI Supplier Details: enables you to review that each EDI Supplier is assigned a: Change Order Issue Option, Supplier Account Number, and EDI Integration Name. Last Updated 6/2024.

Extract Inventory Items: Displays the purchase item inventory site option configuration by Inventory Site or Purchase Item. Last Updated 1/2024.

Extract Inventory Sites: Displays inventory site details by Company, including Adjustment Reasons, Replenishment Options, and Rounding.

Extract Location Addresses: Lists the addresses associated with a location. The location data in the report is related to the Location Object.

Extract Locations with Supplier Account Numbers: Display location information to help identify supply chain locations without location level account numbers for suppliers requiring a location level account number. Last Updated 7/2024.

Extract Par Location Bins: Lists 1 line per Par Location Bin. The report detail includes reference IDs needed when using the Put Inventory Par Bin web service. Last Updated 7/2023.

Extract Par Locations - Header and Line Detail: Displays a row for every par location line. Included in the report detail is all Par Header and Par Line detail. Last Updated 7/2023.

Extract Par Locations- Header Detail: Displays a row for each par location. Included in the report detail is all Par Header detail. Last Updated 7/2023.

Extract Par Locations:  Line Detail: Displays a row for every par location line. Included in the report detail is all Par Line detail. Last Updated 7/2023.

Extract Patient Charge Information: Displays purchase items with all patient charge information, including if the item is flagged as chargeable. 

Extract Requesting Entities: Displays requesting entity attributes. Last Updated 6/2024.

Extract Spend Categories: Displays Spend Category data by Spend Category Object.

Extract Stocking Locations: Lists the inventory stocking location configuration details by Company.

Extract Supplier Addresses: Displays supplier address data.

Extract Supplier Items: Lists the Purchasing Item and corresponding Supplier Item and item attributes. Last Updated 7/2023.

Extract Supplier Order-From Connections: Displays the Supplier Order-From Connections configuration. Last Updated 12/2023.

Extract Supplier Procurement Details: Displays selected suppliers details including: Supplier Name, Supplier ID, Status, Supplier Category, Supplier Group, Customer Account number, address information, Parent Supplier, and 1099 applicability.

Extract Supplier Remit-To Connections: Displays the Supplier Remit-To Connections configuration.

Extract Supply Chain Locations: Lists the locations loaded for supply chain use. The location data in the report is related to the Location Object.

Find Supplier Customer Account Numbers: Displays the supplier customer account numbers attributes by Company, Supplier, Location, Location Account Numbers for Supplier, or Supplier Purchase Order Issue Option.

Find Supplier Item/Purchase Item Conversion Factor Discrepancies: Identifies discrepancies between supplier items and purchase items where:

• The supplier item UOM conversion factor doesn’t match the purchase item UOM conversion factor, or;
• The supplier item UOM isn’t defined on the purchase item UOM grid.

Inventory Par Exceptions: Only displays par lines that have exceptions needing attention. If no exceptions exist, then you won't have any data available on the report. Last Updated 7/2023.

Inventory Site Item Exceptions: Displays purchase items configured for inventory when the item is missing leading practice field configurations.

Purchase Items Missing Priority Supplier: Lists all Purchase Items that don’t have a Priority 1 supplier or items where the Priority 1 supplier item is inactive.

Purchase Items Without Active Supplier Item: Lists all Purchase Items that don’t have any Supplier Item relationships or if all Supplier Items are inactive.

This content isn't included in your Workday Customer Support services offering, so they can't answer questions or resolve issues related to these reports. Instead:

1. Find support guidance on the Configuration Catalog Support page.
2. Find troubleshooting guidance on the Configuration Catalog Troubleshooting page.
3. Post questions and review answers in the relevant Product Discussion Forum:
   • Customers: Spend Management has 2 forums: 
     • Spend Management - Procurement and Inventory
     • Financial Management - Accounts Payable
   • Implementers: Implementation Discussion

• Note: If creating a new question in either forum, select the appropriate Product Tags:
  • Using Workday: Custom Reports, Accounts Payable, Inventory, Procurement
  • Product Area: Accounts Payable, Inventory, Procurement 
  • Questions on how to use the forums? Review the Product Discussion Forums page.