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Administrator Guide
Last Updated: 2023-06-23
Freeze Company Spend

Freeze Company Spend

To provide greater spend control, Workday enables you to freeze spend for expenses and procurement for:
  • Companies.
  • Supervisory organizations.
  • Supervisory organizations and their superiors.
Example: Due to reductions in your budget for the fiscal year, you want to freeze spend for all international travel as a cost-cutting measure.
  1. Configure an
    Approval
     step on 1 or more of these business processes and create condition rules:
    • Purchase Order Event
    • Requisition Event
    • Spend Authorization
  2. From the related actions menu of the company or supervisory organization, select
    Worker Spend
    Manage Spend Freeze
    .
    Security:
    • Process: Spend Control and Analysis
       in the Procurement functional area.
    • Process: Spend Control and Analysis (Expenses)
       in the Expenses functional area.
  3. To freeze spend on procurement and expense business documents, select 1 or more of these check boxes:
    • Freeze Purchase Orders
    • Freeze Requisitions
    • Freeze Spend Authorizations
When workers submit business documents, the business process identifies whether a spend freeze is in effect. The approver then approves or denies the purchase order, requisition, or spend authorization.