Chapter 8: Receiving & Returns

Question 1

What status does a PO have to have in order to receive it?

Answer 1

Issued

Question 2

What two return reasons will create an invoice adjustment?

Answer 2

Damaged, over shipment

Question 3

If you need to return to supplier for a replacement item, will an invoice adjustment be created?

Answer 3

No, not for replacement items

Question 4

Can you have a credit even if the invoice hasn’t been issued?

Answer 4

Yes, will hold on to the credit and once an invoice is received, credit can be applied to the invoice

Question 5

The postal service delivered 5 boxes of test tubes to your office. You need to receive these goods in Workday. You are trying to create a receipt, but you cannot find
the purchase order in the Create Receipt task. What could be causing this?

Answer 5

The PO is not in issued status

Question 6

The postal service delivered 5 boxes of test tubes to your office. You need to receive these goods in Workday. Someone has already created a receipt against the purchase order for Petri dishes yesterday. What should you do to receive the test tubes?

Answer 6

Create a receipt against the test tube line only

Question 7

The postal service delivered 5 boxes of test tubes to your office. After you create the receipt, you find that all of the test tubes in a box are broken. The supplier agrees to issue a refund for the box of test tubes. What task should you use to record this situation?

Answer 7

Create return

Question 8

Can you receive an item not associated with a PO?

Answer 8

No, needs to be tied to a PO

Question 9

Can you add lines to a receipt if they are not on a PO?

Answer 9

No

Question 10

What four processes can you create a receipt for?

Answer 10

PO, Supplier Contract, Alternate Supplier Contract, ASN

Question 11

What status does a receipt have to be in to create an adjustment?

Answer 11

Approved

Question 12

What task do you run to create a receipt adjustment?

Answer 12

Create Receipt Adjustment

Question 13

Can you complete a receipt adjustment on an asset?

Answer 13

Only if it’s in Registered, In Service, or Issued status

Question 14

What are situations where you wouldn’t be able to create a receipt adjustment?

Answer 14

*Receipt lines that have splits.
*On amortized receipt lines.
*On returned receipt lines.
*PO line status of closed or closed for receiving.
*On contingent worker, project-based, or supplier contract only receipts

Question 15

True or False: you can create receipts by scanning packaging barcodes

Answer 15

True for POs, ASNs, and supplier contracts

Question 16

What security roles can initiate a return?

Answer 16

*Business Asset Specialist
*Buyer
*Contingent Worker as Self
*Employee as Self
*Implementers
*Service Coordinator
*Supplier Contract Specialist

Question 17

What task do you run to configure the reasons you would create a supplier return?

Answer 17

Maintain Return Reasons

Question 18

How do you automatically create an invoice adjustment when you create a supplier return?

Answer 18

Select ‘Create Invoice Adjustment’ in Maintain Return Reasons task

Question 19

Name three things you can create a receipt for:

Answer 19

PO, Supplier Contract, ASN