Thursday, August 31, 2023

For Internal Service Delivery, use the ISD Process in Workday



When you are providing goods or services to another internal department, be sure and handle the transaction via internal service delivery (ISD) instead of using a manual journal entry or supplier invoice.

Most Workday Financials users have already taken advantage of the ISD process and can attest to the general ease of the transaction. In fact, if you're not already using ISD, the only additional step you need to take is a one-time setup of an internal service provider (ISP) using a request template. After that, you can take advantage of the helpful features of using the ISD process:


You don't have to worry about debits and credits, because the accounting is done automatically between the unit charging and the unit receiving the funds.
You can set up catalogs for items that have a constant rate, making it easy to pull from the catalog when you do your ISD.
Supporting documentation can be added right to the transaction, reducing outside file storage and encouraging good tracking.
To find a list of all ISPs, use the Workday Report "Search - Internal Service Provider Information."


Our functional experts and the training team have worked together to provide some resources to assist you:
Internal Service Provider Request Template
Frequently Asked Questions about ISDsHow do I charge an internal UVA department for goods or services? https://uvafinance.virginia.edu/resources/how-do-i-charge-internal-uva-department-goods-or-services
I previously charged internal UVA departments for goods or services through either a manual journal or supplier invoice request. Am I still allowed to process internal transactions in this manner? https://uvafinance.virginia.edu/resources/i-previously-charged-internal-uva-departments-goods-or-services-through-either-manual
What is the difference between ISD and ISP? https://uvafinance.virginia.edu/resources/what-difference-between-isd-and-isp
We're always happy to help you via AskFinance and Time With a Trainer, too (look at Danielle Hancock's schedule to book some help).
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