You can view and capture financial documents located in OnBase from Hyland for Workday Financial Management.
To view and capture documents:
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In the search box, type View Suppliers.
Note: If you know the exact Supplier ID, you can also search with it. You can also search for other Business Objects, namely Purchase Order, Invoice, Supplier Contract, and Receipt.
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In the View Supplier window, from the Supplier dropdown list, select a
supplier, for example Dell, and click OK.
The Supplier page appears.
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To view documents related to the supplier, under
Actions, click Supplier|View Supplier
Documents.
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Click Login to Hyland.
For example, for the Invoice Business Object, the following screen appears.
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To access the document related to an Supplier Invoice, from the
Related Actions of an Existing Invoice of that
Supplier, from Supplier Invoice, click View Invoice
Documents.
The Invoice Documents page appears.
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To access the documents related to Purchase Order, from the related actions of
an existing Purchase Order of that Supplier, click View Purchase
Order Documents from Purchase Order.
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To access the Supplier Contract, from the Related Actions of an existing
contract of that Purchase Order, click Supplier Contract | View
Contract Documents.
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To access the receipt, from the Related Actions of an existing receipt of that
Purchase Order, click Receipt | View Receipt
Documents.