With the help of our FMS Support Team, we are excited to provide the below guide concerning Pre-Encumbrances, Encumbrances and Reserves. The table below outlines the business document time and how it is recognized in Workday depending on the status the document is in:
Also, please remember the following:
- A Requisition will eventually become a Purchase Order and then will become a Supplier Invoice. The expense will not become an “actual” until it has reached the approved Supplier Invoice Stage.
- Spend Authorizations eventually become Expense Reports. The expense will not become an “actual” until it reaches the approved Expense Report Stage.