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Administrator Guide
Last Updated: 2023-06-23
Set Up the Purchase Order Business Process

Set Up the Purchase Order Business Process

You can customize the
Purchase Order Event
 business process to accommodate your business needs. The business process steps occur before you issue purchase orders to suppliers.
You can route purchase orders to:
  • Supplier contract specialists to verify that they don’t exceed the specified supplier contract amount.
  • Suppliers with Workday access before you issue (supplier collaboration).
  • Buyers for review before issuing them to suppliers.
  1. Edit Business Processes.
    From the related actions menu of the
    Purchase Order Event
     business process, select
    Business Process
    Edit Definition
     or
    Copy or Link Business Process Definition
    .
  2. As you customize the business process, consider:
    Option Description
    Check Budget
    Workday recommends you add this action step after a review or approval step to ensure that the budget check still passes constraints.
    When you add custom validations on the purchase order business process, Workday recommends that you add the same custom validations to the
    Change Order
     business process. This setup ensures you create valid change orders.
  • To route purchase orders for approval before issuing to suppliers, configure the
    Purchase Order Issue Event
     business process.
  • (Optional) Configure the
    Purchase Order XML Issue Event
     business process for XML purchase orders.