Steps: Set Up Buyer Hub
Security:
View: Buyer Hub
domain in the Procurement functional area.You can set up the
Buyer Hub
to display procurement transactions that need attention in My Tasks. You can quickly and easily access commonly used procurement reports and tasks from the hub. Once you configure the
Buyer Hub
and grant user access, you can view your procurement transactions either by:
- Displaying theBuyer Hubas a worklet on your Home page.
- Running theBuyer Hubreport in Workday.
- Edit Domain Security Policies.To access procurement transactions, configure security for these reports:ReportSecurity DomainFind Purchase OrdersProcess: Purchase Order - Reportingdomain in the Procurement functional area.Find RequisitionsProcess: Requisition - Reportingdomain in the Procurement functional area.Find Supplier ContractsProcess: Supplier Contract - Reportingdomain in the Supplier Contracts functional area.My Tasks for OrdersProcess: Purchase Order - Viewdomain in the Procurement functional area.My Tasks for RequisitionsProcess: Requisition - Viewdomain in the Procurement functional area.Requisition Sourcing ConsoleProcess: Purchase Order - Mass Actiondomain in the Procurement functional area.Supplier Invoices in Match ExceptionProcess: Supplier Invoice - ReportingandReports: Supplier Accountsdomains in the Supplier Accounts functional area.
- Set Up Hubs.As you configure theBuyer Hubin theMaintain Hubsreport, consider:TabDescriptionAnnouncementsEnter announcements to display at the top of theBuyer HubOverviewpage.Navigation Item Action OverrideConfigure to display custom reports.Suggested LinksSelect a security group or predefined rule that defines who can view the suggested links. Ensure that the predefined rule is associated with theWorkerbusiness object.ContentSet up sections and cards for theBuyer Hub.Security: These domains in the System functional area:
- Set Up: Tenant Setup - General
- Set Up: Tenant Setup - Hub
- (Optional) Enable theBuyer Hubas a worklet.From the Home page, selectConfigure Workletsfrom theConfigure My Worklets Landing Page. On theOptional Workletsgrid, selectBuyer Hubfrom the prompt.When you enable theBuyer Hubworklet, Workday displays it on your Home page.Security:View: Buyer Hubdomain in the Procurement functional area.