Set Up Trackable Line Reviews for Assets

Configure the Receipt
business process and security policy in the Procurement functional area.

Configure the Supplier Invoice Event
business process and security policy in the Supplier Accounts functional area.

You can configure when business asset accountants review the trackable lines on receipts or supplier invoices for assets.

Add 1 or both of these business process steps:

Review Trackable Receipt Lines
action step on the Receipt
business process to review and edit trackable lines on receipts.

Review Trackable Invoice Lines
action step on the Supplier Invoice Event
business process to review and edit trackable lines on supplier invoices.

When you add a review trackable lines step to both Receipt
and Supplier Invoice Event
, you can edit the trackable lines only during your first review of the same line.

(Optional) Select the

Always Go to Review Trackable Lines for Trackable Spend Category

check box on the

Edit Tenant Setup - Financials

task.

Security: Set Up: Tenant Setup - Financials
in the System functional area.

Workday creates an inbox item for business asset accountants to review the receipt or supplier invoices lines that contain trackable items.

When you create multiple receipts or supplier invoices from the same purchase order line:

First Review	Subsequent Reviews
You indicate that the assets are trackable.	Workday prompts you to review subsequent lines from the same purchase order line.
You indicate that the assets aren't trackable.	Workday prompts you to review subsequent lines only when you enable Always Go to Review Trackable Lines for Trackable Spend Category .