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.