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Administrator Guide
Last Updated: 2025-09-19
Steps: Set Up Purchase Items for Procurement

Steps: Set Up Purchase Items for Procurement

You can configure purchase items as internal master items for standard goods and services. Set up purchase items for Procurement by configuring item setup options and item attributes, such as ordering units of measure. You can also set up your purchase items with:
  • Supplier information.
  • Advanced pricing.
  • Sourcing priorities.
  • Inventory site options.
  1. (Optional) Access the
    Edit Tenant Setup - Financials
     task.
    Configure the
    ID Generator for Purchase Items
     to populate purchase items with sequential item identifiers in the order they're created.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  2. (Optional) Select the
    Enable Catalog Data and Pricing for Purchase Item
     check box on the
    Edit Tenant Setup - Financials
     task.
    Select to edit catalog item information on purchase item tasks, such as supplier item identifier and units of measure.
  3. (Optional) Select the
    Enable Patient Charge Information
     check box on the
    Edit Tenant Setup – Financials
     task.
    Workday then displays a
    Revenue Center
     prompt on the
    Patient Charge Information
     tab on purchase items. You can then view and select revenue centers for the item using the
    Maintain Revenue Centers
     task.
  6. (Optional) Access the
    Maintain Patient Charge Information
     task to manage:
    • Healthcare Common Procedure Coding System (HCPCS).
    • Charge Description Master (CDM) codes to your clinical documentation.
    Security: These domains in the Procurement functional area:
    • Set Up: Procurement
       domain
    • Security:
      Manage: Patient Charge Information
       domain
  • Access the
    Update Procurement Item Image
     task to upload up to 5 images for a purchase item into Workday.
  • Add the item to your cart when creating a requisition.
  • Use the
    Search Catalog
     task to view primary and secondary supplier options for purchase items that you can add to requisitions.
    If you opt into the
    Requisitions Experience Unification
     feature from the
    Maintain Feature Opt-Ins
     report, we direct you from the
    Search Catalog
     task to the catalog search in the
    Requisitions
     worklet for a more streamlined requisitioning process. See Create Requisitions in the Requisitions Worklet.
  • Report on purchase items using the
    Find Purchase Items
     report. You can also create custom reports accessible from the
    View Purchase Item
     report.
  • Two standard reports that use Business View for Purchase Item Order Metrics data source to provide insight into purchase item activity. The data source includes purchase items even if they have no associated activity.
    • Purchase Item Usage Report
      : A matrix report that provides summarized information of distinct purchase orders, maximum unit cost, and total quantities ordered, shipped, received, and invoiced.
    • Detailed Purchase Item Metrics Report
      : An advanced report that provides detailed information for all purchase orders and their associated lines and transactions
  • Set up Worksheets to create and maintain purchase item information.