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Administrator Guide
Last Updated: 2023-11-17
Maintain Purchase Item Request Types

Maintain Purchase Item Request Types

  • Create Purchase Item Request Templates.
  • Set up the
    Mass Maintain Purchase Items Request
     and
    New Purchase Items Request
     business processes in the Procurement functional area.
You can create request types with worksheet templates and questionnaires and enable multiple workflows to maintain item information.
Create Purchase Item Request Types to match these business processes:
  • Mass Maintain Purchase Items Request
  • New Purchase Items Request
  1. Access the
    Maintain Purchase Item Request Types
    .
    As you complete the task, consider:
    Options
    Considerations
    Request New Purchase Items
    Select to enable the workflow for the
    Request New Purchase Items
     task and the
    New Purchase Items Request
     business process.
    Mass Maintain Purchase Items
    Select to enable the workflow for the
    Mass Maintain Purchase Items
     task and the
    Mass Maintain Purchase Items Request
     business process.
    Consider these options for the
    Mass Maintain Purchase Items
     task:
    • Select from Existing Items
      : Requesters can search for purchase items to update.
    • Generate Empty Workbook
      : Requesters use an empty workbook to load new item information.
    • Calculate Recommended Reorder Point
      : Requesters use the
      Calculate Recommended Reorder Point
       task to update item information.
    • Search External Catalog
      : Requesters can search for, review, edit, and enhance individual items stored in an external item catalog.
    • Mass External ID Search
      : Requesters can create templates that review, edit, and enhance items in bulk from external item catalogs. You can search using lists of specific unique item identifiers.
    We recommend that you don't select the
    Select from Existing Items
     option for templates with valid values for alternate item identifier fields. These fields are only supported by the
    Request New Purchase Items
     option.
    Primary Workbook Template
    We recommend that you order worksheet templates for item information in this order:
    • Purchase Item Information
    • Supplier Item Information
    • Supplier UOM and Pricing
    • Supplier Sourcing Rules
    • Advanced Pricing
    • Inventory Site Attributes
    When you select the
    Request New Purchase Items
     option, the primary workbook template isn't applicable because the task uses a blank workbook to load new purchase items.
    Enrichment Workbook Templates
    After you open and create the primary workbook, you can add enrichment workbooks to maintain additional item information in the same request. For example: You mass maintain purchase items to update the Item Overview tabs and add an enrichment workbook to update the Inventory Site Options tabs.
    Enrichment workbooks are only available when you configure an enrichment step for each template on the business processes. When you don't select enrichment templates for corresponding business process steps, Workday skips the business process steps.