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Administrator Guide
Last Updated: 2024-09-20
Mass Change Worker on Procurement Document

Mass Change Worker on Procurement Document

  • Create a purchase order or requisition.
  • Security:
    Mass Change Worker on Procurement Document
     Business Policy in the Procurement functional area.
You can take mass change action due to reorganization or attrition on:
  • Purchase orders for when you need to change a purchase order buyer.
  • Requisitions for when you need to change a requisition requester.
  1. (Optional) Configure the
    Mass Change Worker on Procurement Document
     business process.
    Add an approval review step to route all requisition requester changes and purchase order buyer changes for review. Purchase orders and requisitions will have the same approver unless you add conditions in your business process.
    See Edit Business Processes.
  2. Access the
    Mass Change Worker on Procurement Document
     task.
  3. From the
    Procurement Document Type
    prompt, select either:
    • Purchase Order
       to access the
      Mass Change Buyer on Purchase Order
      section.
    • Requisition
       to access the
      Mass Change Requisition Requester
       section.
  4. If you selected
    Purchase Order
    , complete the
    Mass Change Buyer on Purchase Order
    section:
    Option Description
    Current Buyer
    The current buyer must be active.
    Use New Buyer As
    (Optional) Select the
    Bill-to Contact
     and
    Bill-to Contact Detail
     options to populate these fields with the new buyer.
    Purchase Orders
    You can't change the purchase order buyer when the purchase order is in 1 of these statuses:
    • Canceled
    • Closed
    • Denied
    • Fully Paid
    When you update the buyer on a purchase order, Workday also updates the buyer for associated change orders that are
    In Progress
    and in
    Draft
    status.
    If you selected
    Requisition
    , complete the
    Mass Change Requisition Requester
     section:
    Option Description
    From Requester
    This requestor can be inactive.
    To Requester
    When you change the requester, the worktags on each requisition will not change.
    Requisitions
    You can't change the requisition requester when a requisition is in
    Closed
    status.
  • To review all buyer or requester changes for a company, access either the:
    • Find Mass Change Purchase Order Buyer Requests
       report.
    • Find Mass Change Requisition Requester Requests
      report.
  • To add the new buyer to the
    Purchase Order Buyer
     security group, access the
    Manage Business Processes for Worker
    task.
  • To add a new requisition requester to the
    Requisition Requester
    security group, simply have the user create a new requisition. The user will automatically be part of the
    Requisition Requester
    security group.