Workday Mass Cleanup Actions

Mass scheduled cancellation/close processes are necessary in order to help keep Workday data current and the system operating efficiently.

Month/Date Mass Cancel/Close Action
4 Business Days Prior to 6/30

Requisitions: All Draft and In Progress status punch-out requisitions will be canceled.

Purchase Orders: All In Progress status punch-out purchase orders will be canceled.
3 Business Days Prior to 6/30 PO Change Orders: All In Progress status PO change orders will be canceled.

July 1

October 1

January 1

April 1

Requisitions: All Draft status non-catalog requisitions with inactivity of 12 months (inactivity as of 7/1/20XX) will be canceled.

Requisitions: All Draft status punch-out requisitions with a document date of 45 days will be canceled.

  • July 1 = document date as of 5/15/20XX
  • October 1 = document date as of 8/15/20XX
  • January 1 = document date as of 11/15/20XX
  • April 1 = document date as of 2/15/20XX

Receipts: All Draft status receipts created prior to 3/31 will be canceled.

  • July 1 = document date as of 3/31/20XX
  • October 1 = document date as of 6/30/20XX
  • January 1 = document date as of 9/30/20XX
  • April 1 = document date as of 12/31/20XX

Purchase Orders: All fully paid punch-out purchase orders will be closed.

  • July 1 = document date as of 3/31/20XX
  • October 1 = document date as of 6/30/20XX
  • January 1 = document date as of 9/30/20XX
  • April 1 = document date as of 12/31/20XX

PO Change Orders: All Draft status punch-out PO change orders will be canceled.

Supplier Contracts: All supplier contracts with no renewals and an end date from the prior 6 months will be closed.

  • July 1 = end date as of 12/31/20XX
  • January 1 = document date as of 6/30/20XX

 

Rev 5/13/25

 

LSU