Course Introduction
Watch this video to checkout the details and the benefits you get from this training.
Start your Career in Workday Procure to Pay
You will learn how organizations manage purchasing, supplier transactions, accounting entries, allocations, and financial reporting within Workday. The course also covers topics like intercompany transactions, journal management, lease accounting compliance, and financial close processes. It is designed for beginners who want to understand how procurement and finance processes work together in Workday.
By completing this course, you will be able to learn:
- Understand data integrity tools and configure validations and worktag usage
- Create and manage accounting journals, reversals, and adjustments
- Process and reconcile intercompany transactions between companies
- Configure and run cost allocations across cost centers and intercompany costs
- Manage multibook accounting and run financial reports for different accounting standards
- Configure and run account certifications for financial control
- Understand lease accounting requirements such as ASC 842 and IFRS 16
- Perform period-end and year-end closing processes in Workday
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Generate financial reports like income statements and balance sheets
Course Curriculum
- Assessment - 1. Overview of Procure to Pay
- Assessment - 2. Configuring Procure to Pay
- Assessment - 3. Suppliers
- Assessment - 4. Supplier Contracts
- Assessment - 5. Item Management_
- Assessment - 6. Requisitions
- Assessment - 7. Order Management
- Assessment - 8. Receiving and Returns
- Assessment - 9. Matching
- Assessment - 10. Invoicing
- Assessment - 11. Month and Year End Processes
- Assessment - 12. Reporting and Spend Analytics
- Assignment - 1. Overview of Procure to Pay
- Assignment - 2. Configuring Procure to Pay
- Assignment - 3. Suppliers
- Assignment - 4. Supplier Contracts
- Assignment - 5. Item Management
- Assignment - 6. Requisitions
- Assignment - 7. Order Management
- Assignment - 8. Receiving and Returns
- Assignment - 9. Matching
- Assignment - 10. Invoicing
- Assignment - 11. Month and Year End Processes
- Assignment - 12. Reporting and Spend Analytics
- Lab Activity - 1. Company Configuration
- Lab Activity - 2. Configure Worktag Balancing for the Tenant
- Lab Activity - 3. Reorganization
- Lab Activity - 4. Enable Custom Work tag
- Lab Activity - 5. Maintain Purchase Order Types
- Lab Activity - 6. Configure the Supplier Setup
- Lab Activity - 8. Describe Supplier Categories and Groups
- Lab Activity - 7. Describe Supplier Categories and Groups
- Lab Activity - 9. Creating Supplier Categories
- Lab Activity - 10. Create Alternate Lease-Type Supplier Contracts
- Lab Activity - 11. Create Lease-Type Supplier Contracts
- Lab Activity - 12. Record Active Lease-Type Supplier Contracts
- Lab Activity - 13. Set Up Supplier Contract Types for Lease Accounting
- Lab Activity - 14. Create Spend Categories for Lease Accounting
- Lab Activity - 15. Describe How to Process a Purchase Order in Workday
- Lab Activity - 16. Create and manage a purchase order
- Lab Activity - 17. Maintain Requisition Types
- Lab Activity - 18. Add Hold Reasons to Supplier Invoices and Supplier Invoice Adjustments
- Lab Activity - 19. Configure the Supplier Accounts Match Process
- Lab Activity - 20. Create Supplier Accounts Match Condition Rules
- Lab Activity - 21. Maintain Supplier Accounts Match Exception Reasons
- Lab Activity - 22. Create Supplier Accounts Match Rules
- Lab Activity - 23. Create Supplier Accounts Match Rule Sets
- Lab Activity - 24. Configure the Supplier Accounts Match Event Business Process
- Lab Activity - 25. Maintain Supplier Accounts Match Override Reasons
- Lab Activity - 26. Create Supplier Invoices
- Lab Activity - 27. Create Accounting for Prepaid Spend Amortization Installments
- Lab Activity - 28. Create Amortization Schedules and Installments for Prepaid Supplier Invoices from Accounting Adjustments
- Lab Activity - 29. Create Payables Aging Reports
- Capstone Project - 1. End‑to‑End Workday Procure to Pay Implementation
- Capstone Project - 2. Global Multi‑Country P2P Design
- Capstone Project - 3. P2P Analytics Spend, Cycle Time, and Supplier Performance
- Capstone Project - 4. Procurement Policy & Compliance Automation
- Capstone Project - 5. Supplier Onboarding, Portal Usage, and Invoice Automation
Meet Your Instructor
Experience and Expertise: Over 7 years of focused professional experience in Workday Financials, specializing in Procure to Pay, Expense Management, Order to Cash, and core Financial Management. Adept at managing end-to-end procurement processes, supplier lifecycle, and accounting integration within Workday Finance.
Global Training Experience: Delivered hands-on training to corporate users across geographies on procurement lifecycle, vendor setup, requisitions, purchase orders, and supplier invoice processing. Trained diverse audiences in using Workday's intuitive financial and procurement interfaces.
Corporate Clientele: Worked with global clients in manufacturing, retail, and services sectors, providing implementation support, functional consulting, and user enablement in Workday P2P and finance modules.
Certifications: Workday Pro Studio; Workday Pro Financials; SAP Application Associate - Financial Accounting (FI).
Diverse Technical Skills: Skilled in Workday tools such as EIB, Report Writer, XSLT, Calculated Fields, Studio, and Business Process Framework. Experienced in finance configuration, vendor data management, and accounting validations.
Training Methodology: Focuses on scenario-based learning using real-world procurement use cases, emphasizing Workday navigation, compliance processes, and reporting capabilities.
Project Leadership: Played key roles in full-cycle Workday implementations and financial transformations, ensuring streamlined procurement operations and post-go-live support.
Got Questions?
Frequently Asked Questions
When does the course start and finish?
The course is entirely self-paced. You decide when you start and when you finish.
How long do I have access to the course?
That depends on the type of Subscription you bought - Monthly or Yearly. After enrolling, you have unlimited access to this course and materials within across any and all devices you own.
What do I get after I signup?
After you signup and make the payment, you will have full access to the course which includes,
1. Session Videos (these videos are from actual live sessions from the past)
2. Assignments
3. Assessments
4. Lab documents
5. Other pdfs (configuration documents, ebooks, pdfs, interview and certification faqs)
How do I get access to practice on the Server?
Reach out to your Support team and send an email to support@zarantech.com and they will send you the details and the monthly cost for the Server (if available)
Are the video or materials downloadable?
No, they are not. But you have unlimited access to view them from any device and on this platform depending on your Subscription type. Everything on this platform is the intellectual property of ZaranTech
How soon after I enroll and make payment would get access to the course?
Immediately
What if I have doubts, whom do I ask?
These are pre-recorded videos from the actual Live Training program. Most of the doubts were cleared in the session videos itself. But if you still have any questions, please raise a ticket, and our support team will help you https://zarantech.freshdesk.com/support/tickets/new
What if I have issue accessing the course?
You can Raise a ticket by clicking the link below and select the appropriate ticket - https://zarantech.freshdesk.com/support/tickets/new
How will I get my course completion certificate?
Once you have successfully completed the training and the Final Quiz/Assessment, then you can avail of your Certificate of Completion from ZaranTech which you can then showcase on Linkedin and other Social Media portals
Do you provide Instructor-led Live training for Individuals?
Yes, we do. Email us at info@zarantech.com and we will send you all the details
How we deliver Live training - https://bit.ly/How-we-deliver-training
Do you provide Corporate/group training?
Yes, we do. We have trained more than 100 Workday customers with over 4000 participants in USA, Canada, Europe, Asia, South America. We offer corporate training for all Workday modules.
Course Catalog - https://bit.ly/workday-course-catalog
How we deliver corporate training (video) - https://bit.ly/workday-Corp-training
How do I get certified in Workday?
Workday certification is worth its weight in gold as it gives a holistic understanding of the entire application to a new professional. The criterion to attend the Workday Certification Program is that one must either be a part of Workday or should be associated with one of its partners. The certification program should be completed within a month but if you fail to get the certification in your first attempt then Workday allows you to re-do your training. This Enterprise application undergoes numerous minor updates and 2-3 major updates in a year. Whenever a major update takes place the user has to go through the training again and get the certification. This is done by Workday so that all the users remain on the same page. If you are not an employee of Workday or any of its partner companies, it is impossible to gain a Workday certification.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 7 days and we will give you a full refund.
What is your Refund Policy and Terms of Use?
To know more about canceling the enrollment, refund, and rescheduling policy, visit:
Refund and Rescheduling Policy - https://www.zarantech.com/Refund-policy/
Terms of Service - https://www.zarantech.com/terms-of-use/
What other Resources do you provide?
Follow us on Youtube for FREE videos - https://www.youtube.com/@workdaylearner community
Follow us on Linkedin for Free Materials - https://www.linkedin.com/showcase/workday-learner-community/
Follow us on Quora to Ask any Questions - https://workdaylearnercommunity.quora.com/
Checkout our Workday Corporate Course Catalog - https://bit.ly/workday-course-catalog
Name some official partners of Workday.
Implementation Partners List -https://www.workday.com/en-us/partners-services/partners/services-partners.html#?q=
Integration Partners List - https://www.workday.com/en-us/partners-services/partners/software-partners.html#?q=
Past Students Testimonials.
https://bit.ly/zarantech-google-reviews
