Set Up Procurement Reasons

Security: Set Up: Procurement
domain in the Procurement functional area.

You can create procurement reasons to provide more details for updates to a procurement transaction. Workday enables you to define reasons for:

Creating receipt adjustments.

Creating a change order.

Closing a purchase order.

Rejecting a purchase item request.

Canceling or closing a requisition.

Connecting suppliers together through reason codes.

Access the

Maintain Procurement Reasons

task.

Create and review reasons for different procurement activities.

Select a procurement activity to create a reason for it.

As you complete the task, consider:

Option	Description
Name	When you update the name for a reason, Workday automatically updates all instances of a reason to display the latest name. Example: Your users have been using a reason named “Requisition - Cancel” to cancel duplicate requisitions. You change the reason’s name to “Requisition - Cancel - Duplicate.” After the name change, reports that you generate to display reasons for canceling duplicate requisitions will show the new reason name, including the times your users selected this reason before it was renamed.
Description	When you update the description for a reason, Workday automatically updates all instances of a reason to display the latest description.
In Use	Workday selects this check box when a reason has been used. You can’t delete a reason after it’s been used.

Users can access reasons for:

Adjusting receipts from the

Receipt Adjustment Reason

prompt on the

Create Receipt Adjustment

task.

Creating change orders from the

Reason

prompt on the

Create Change Order

task.

Closing purchase orders from the

Close Reason

prompt on the

Close Purchase Order

task.

Closing purchase order lines from the

Close Reason

prompt on the

Close Lines

task.

Rejecting purchase item requests from the

Rejected Reason

prompt on the review task for new purchase item requests in My Tasks.

Canceling or closing requisitions from the

Reason

prompt when they select

Cancel

from the related actions menu of a requisition.

Connecting suppliers from the

Reason Code

prompt on the

Additional Suppliers for Sending Invoices

table of invoice supplier profiles. Reason codes for connecting suppliers can be viewed but not configured on the

Additional Suppliers for Receiving Invoices

table of purchase order supplier profiles. Users can access these tables under the

Invoicing Options

subsection of the

Procurement Options

tab, in the

Supplier Hierarchy

section, when they select

Supplier > Create Supplier Change

from the related actions menu of a supplier.

You can create custom reports to report on your users’ reasons for different procurement activities.