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Administrator Guide
Last Updated: 2023-06-23
Change Item Spend Categories

Change Item Spend Categories

Configure the
Change Purchase Item Spend Category Request
 business process and security policy in the Inventory and Procurement functional areas.
You can change the spend category or accounting treatment of your inventory items. Workday doesn't perform any accounting transactions that might result from the change. Example: You change items needed for quick issue from the
Medical Supplies
 spend category to a
Medical Supplies (Quick Issue)
 spend category.
  1. Access the
    Create Change Purchase Item Spend Category Request
     task.
  2. Select the spend category with the items you want to change from the
    Current Spend Category
     prompt.
  3. Select the new spend category from the
    New Spend Category
     prompt.
  4. As you complete the task, consider:
    Option Description
    Update Commodity Code
    Select this check box to display the
    Commodity Code
     field.
    Commodity Code
    When you select the
    Update Commodity Code
     check box and don't enter a value in the
    Commodity Code
     field, Workday removes the existing commodity code on the purchase item.
    Preview Impact Report
    Use the
    Inventory Impact Grid
     to view the number of:
    • Companies impacted.
    • Inventory sites impacted.
    • Inflight shipment transactions.
    • Inflight returns transactions.
    Workday displays the
    Preview Impact Report
     option when you select purchase items.
Workday captures credit and debit worktags and amounts on the
Inventory Spend Category Change Accounting Impact
 report. Use this report to assist with any necessary journal entries.
Access the
Find Change Purchase Item Spend Category Request
 report to view your submitted requests.