Workday Procurement-to-Pay (P2P) Training

Self Training
Instructor Training
Corporate Training

Features ?

Frequently Asked Questions

Workday P2P training encompasses every element of the procurement lifecycle -requisition generation, purchase orders, supplier setup and setup receipt processing, invoice processing, payments, reporting approvals as part of its course curriculum.

This training should be undertaken by procurement experts, accounts payable teams, finance users, requisition authors, approvers and administrators who need an in-depth understanding or oversight of procurement and payment procedures.

Training usually comprises functional training for finance and procurement teams; administrative training to establish processes and manage suppliers; as well as end-user training for staff submitting requests or approvals.

Training duration will depend upon both job requirements and scope; while in-depth functional or configuration training could take anywhere between one to three days, two- to four-hour end-user sessions might suffice.

Learners participating in most training sessions have an immersive learning experience through scenario-based exercises, guided practice within a Workday tenant environment and live system demos.

It connects with Financials, Expenses, and Inventory, ensuring budget checks, supplier payments, and expense reimbursements flow smoothly across the system.

Yes, usually, companies give users access to a training tenant or sandbox where they may simulate P2P transactions without impacting real-time data.

Yes, to maximise learning outcomes and aid retention, participants typically receive process maps, job aids, quick reference guides and recordings from sessions as supplemental learning aids.

Knowledge checks, practical exercises and scenario-based evaluations are often employed as assessments for progress monitoring in Workday P2P training programs.

To make sure Learners grasp all elements of P2P, certain organisations also offer certification badges or quick tests as additional measures of student understanding of its implementation process.

Learners may receive support through Workday Community, internal help centres, work aids and refresher courses; additionally, some organisations select champions or super users as a source of continued guidance and instruction.

Course Content

• Create Reorganization & Company Hierarchy
• Create Company
• Assign Roles
• Create Cost Center Hierarchy

• 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

• Maintain Spend Categories
• Create Purchase Item
• Maintain Related Worktag Usage
• Maintain Organization Type
• Maintain Organization Subtypes
• Assign Roles

• Edit Account Posting Rule Set
• Main Procurement Reasons
• Trial Balance & Create Supplier

• Find Supplier Invoices
• Proxy

• Business Process Definition: Purchase Order
• Create Purchase Order
• View Security for Securable Item & Assign Roles
• Create Receipt
• Maintain Purchase Order Types

• Create Purchase Order
• Create Change Order
• Creating the Invoice
• Maintain Custom Validation

• Maintain Custom Validations
• Creating Supplier Invoice for Critical Item
• Maintain Worktag Usage
• Configure Profile Group

• Custom Worktags
• Maintain Custom Worktag Values
• Configure Profile

• Maintain Requisition Types
• Create Requisition
• Request Non-Catalog Items
• Create Supplier Catalog

• Create Supplier Contact
• Request Quote Event

• Report & Report Categories
• Trial Balance
• Customer Activity Details
• Find Supplier Invoices
• Copy Standard Report to Custom Report

• Create Custom Report
• View Business Object
• Maintain Dashboards

• 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

• Create a Bank Account
• Create Bank Routing Rule
• Assign Roles
• Create Settlement Run
• Print Checks Work Area
• Cancel Settlement Run

• Maintain Assignable Roles
• Create Security Group & Edit Role-based Security Group
• View Security Group
• View Domain & Business Process Security Policy

• Create External Supplier Site
• Maintain Step Help Text
• Create Calculated Field

Drop US A Query

Please fill your details below for further assistance.

Success Stories from Our Students

My Workday training as a Workday Specialist gave me access to advanced HR tasks quickly and effortlessly I feel honored that it's now been my career path of choice.

Sylvia Workday Specialist

My Workday training provided me with the ability to lead teams effectively, ensure successful implementations, and optimize system performance making a smooth transition into my leadership role confidently and successfully.

Jeremy Workday Manager

Thanks to my training as a Workday Architect, I now possess the insight needed to design and integrate solutions that meet both business and technical requirements it is both challenging and satisfying work, something which I enjoy immensely.

Hazel Workday Architect

My Workday Lead training provided invaluable experience guiding teams and making strategic decisions, helping me develop leadership abilities as well as problem-solving abilities that were integral in shaping my leadership abilities and problem-solving capabilities.

Gerald Workday Lead Training

My Workday training provided practical experience that gave me confidence to analyze business processes and configure Workday solutions with great proficiency, helping my clients optimize their HR functions more successfully than ever. It has been truly exciting.

Olga Workday Functional Consultant

My Workday training provided me with invaluable skills and knowledge that greatly increased my confidence, leading me to excel as an HRIS Analyst while furthering my career goals.

Mitchell Workday HRIS Analyst

Through my training to become an integration specialist for Workday and other enterprise systems, I developed expertise to successfully facilitate seamless integrations. This role offers new challenges every day and has proven an outstanding career move for me.

Eleanor Workday Integration Consultant

My Workday training provided a deep insight into financial processes within Workday system. This dynamic and rewarding field allows me to continue expanding professionally.

Jordan Workday Finance Technical Consultant

My Workday Reporting Consultant training enabled me to master complex reporting techniques, providing insights that lead to strategic decisions. Thanks to this course I now enjoy an incredible career path within reporting services.

Stacy Workday Reporting Consultant

My Workday Functional Consultant training was life changing; providing me with all of the skills required to customize the system to meet a wide array of client requirements and make an impactful difference on business performance.

Jaime Workday Functional Consultant

Suggested Courses

⭐⭐⭐⭐⭐

😃 322 Learners

 

⭐⭐⭐⭐⭐

😃 322 Learners

 

⭐⭐⭐⭐⭐

😃 344 Learners

 

⭐⭐⭐⭐⭐

😃 344 Learners