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Administrator Guide
Last Updated: 2023-07-14
Steps: Set Up Worksheets for Purchase Items

Steps: Set Up Worksheets for Purchase Items

Set up Worksheets.
You can create worksheet templates to:
  • Maintain requests for new purchase items.
  • Update existing purchase item information.
Then, using worksheet templates and questionnaires, create separate Purchase Item Request Types for creating and updating purchase items. This enables you to create multiple workflows for item information maintenance that align with your organizational policies and practices.
  1. (Optional) Access the
    Create Purchase Item Request Type Security Segment
     task.
    After you associate security groups to their respective segments, add the groups to the
    Access Purchase item Request Type (Segmented)
     domain.
  3. (Optional) Access the
    Create Questionnaire
     task.
    Create questionnaires to prompt workers to enter the required item request information.
    Security: Configure the
    Questionnaire Creation and Distribution
     domain in the System functional area.
  4. Access the
    Create Business Process Definition (Default Definition)
     task.
    Set up these business processes which route requests for new or updated purchase items:
    • Mass Maintain Purchase Items Request
    • New Purchase Items Request
  5. Set up an enrichment template on the Purchase Item Request Type for each corresponding enrichment business process step. When you don't do this, Workday skips the business process step.
  6. Control Access to Purchase Item Request Types
Users can access either or both of these tasks, depending on your setup:
  • Request New Purchase Items
    , to request for new purchase items.
  • Mass Maintain Purchase Items
    , to request for a mass update to existing purchase item information.
Add security groups who enrich new or update purchase item information using worksheets to the
Worksheets
 domain in the System functional area.