Reference: Mass Maintain and Request Purchase Items with Worksheets
When you plan to maintain purchase item information with Worksheets, use this topic to
understand Workday Worksheets, Purchase Item Request Templates and Types, and how
they fit together.
Workday Worksheets | Uses Drive to support spreadsheets within Workday. Each
worksheet displays as a tab in a workbook. You can enter and update
data in the green sections. |
Purchase Item Request Templates | Uses Workday Worksheets to support custom workbook templates for
purchase item information. On each worksheet within a workbook
template, you can arrange the purchase item fields based on your
item maintenance process. |
Purchase Item Request Types | Uses multiple workbook templates and questionnaires to help manage
purchase item information. With Purchase Item Request Types, you can
create a workflow of workbook templates to match either of these
corresponding business processes for purchase item requests:
|
The Mass Maintain Purchase Items
task | Initiates the Mass Maintain Purchase Items Request business
process and uses the applicable Purchase Item Request Type
workflows. |
The Request New Purchase Items
task | Initiates the New Purchase Items Request business process
and uses the applicable Purchase Item Request Type workflows. |