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Administrator Guide
Last Updated: 2024-02-09
Steps: Set Up Multicompany Procurement

Steps: Set Up Multicompany Procurement

  • Review setup considerations for multicompany procurement. See Setup Considerations: Multicompany Procurement.
  • Configure these business processes and security policies in the Procurement functional area:
    • Requisition Event
    • Purchase Order Event
You can set up company relationships and business processes to support multicompany requisitions and purchase orders. This setup enables you to procure on behalf of multiple companies with a single document.
  1. Access the
    Edit Company Intercompany Profile
     task.
    1. From the
      Company
       prompt, select the parent company that transacts on behalf of other children companies.
    2. Add the children companies to the intercompany profile and select the
      Initiate Allowed
       check box.
    Security:
    Set Up: Company Accounting
    domain in the Common Financial Management functional area.
  2. Set up these account posting rules:
    • Intercompany Receivables
      , which posts for the parent company.
    • Intercompany Payables
      , which posts for the children companies.
  3. (Inventory only) Set Up Inventory Sites.
    From the
    Replenishment Procurement Company
     prompt, select the company that transacts on behalf of the inventory site.
  4. (Inventory only) Access the
    Maintain Par Location
     task.
    From the
    Source Requisition Company
     prompt, select the parent company that transacts on behalf of the par location.
    Security:
    Set Up: Inventory
     domain in the Inventory functional area.
  5. (Optional) Access the
    Create Business Process Definition (Default Definition)
     task.
    To route requisition lines to assigned approvers:
    1. Select the
      Requisition Intercompany Event
       option from the
      Business Process Type
       prompt to configure the business process and security policy for approving requisition lines.
    2. From the related actions menu of the
      Requisition Event
       business process, select
      Business Process
      Edit Definition
      .
    3. Then add the
      Initiate Requisition Intercompany Event
       action step to the
      Requisition Event
       business process.
    Security: Set up the
    Business Process Administration
     and
    Manage: Business Process Definitions
     domains in the System functional area.
  6. (Optional) Access the
    Create Business Process Definition (Default Definition)
     task.
    To route purchase order lines to assigned approvers:
    1. Select the
      Purchase Order Intercompany Event
       option from the
      Business Process Type
       prompt to configure the business process and security policy for approving purchase order lines.
    2. From the related actions menu of the
      Purchase Order Event
       business process, select
      Business Process
      Edit Definition
      .
    3. Then add the
      Initiate Purchase Order Intercompany Event
       action step to the
      Purchase Order Event
       business process.
  7. Access the
    Edit Tenant Setup - Financials
     task.
    From the
    Multi-Company
     prompt, select the
    Requisition
     and
    Purchase Order
     options.
    Security: Set up
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  8. (Optional) Access the
    Create Company Heirarchy
     task.
    Create a company hierarchy of all the companies that you transact on behalf of:
    • When you consolidate requisitions across supplier contracts at the tenant level.
    • To run the
      Receipt Accrual
       task once for all companies.
    Security: Set up the
    Create: Company
     domain in the Organizations and Roles functional area.
  9. When you consolidate requisitions across supplier contracts, create a supplier contract with the company hierarchy of all the companies that you transact on behalf of.
  • For replenishment type orders, Workday populates the company as read-only on requisition and purchase order lines.
  • If you use commitment accounting, Workday runs commitment accounting for all companies on requisition and purchase order lines.