Reference: Purchase Order and Change Order Issue Options

You can define issue options for routing purchase orders and change orders to suppliers.

If you don't specify the issue option in your supplier setups, Workday uses the print issue option by default that requires a print layout.

You can also customize the Purchase Order Issue Event
business process to enhance the purchase order issue process.

Purchase Order and Change Order Issue Options for Suppliers

In the

Procurement Options

tab of the

Create Supplier

task, you can use:

Issue Option

to define the purchase order issue option for suppliers.

Change Order Issue Option

to update the supplier record with an alternative issue option for change orders, instead of using the default purchase order issue option.

You can define these purchase order and change order issue options for suppliers:

Options	Description
Email	Email purchase orders as PDF attachments to suppliers. You'll need to: Customize the Purchase Order Issue Event business process to either include all attachments on purchase orders you issue by email, or only those attachments you mark External with purchase orders to suppliers. See Steps: Configure Email Notifications for Purchase Order Issue. Set up the purchase order print layout. See Create Purchase Order Print Layouts. (Optional) Set up financial messages. See Include Messages in Purchase Order Print Layouts. Include an email address in Create Supplier Contact Information task before selecting Email as the issue option. See Create Suppliers.
XML	Sends purchase orders to suppliers in XML format. You'll need to: Create the supplier punchout link. See Create Supplier Punchout Connections. Configure the Purchase Order XML Issue Event business process. See Customize the Business Process That Issues XML Purchase Orders. Set XML as the issue option in the Create Supplier task. See Create Suppliers.
XML Auto	Automatically issues XML punchout purchase orders to suppliers following approval. You'll need to: Create the supplier punchout link. See Create Supplier Punchout Connections. Configure the Purchase Order XML Issue Event business process. See Customize the Business Process That Issues XML Purchase Orders. Set XML Auto as the issue option in the Create Supplier task. See Create Suppliers. XML Auto doesn't require a separate issue action for issuing purchase orders. The Purchase Order XML Issue Event business process automatically triggers the purchase order issue process. See Create Supplier Punchout Connections.
EDI	Sends purchase orders in EDI Format. You'll need to: Create the EDI Outbound Integration. See Steps: Set Up Integration to Export EDI 850 Purchase Orders. Set EDI as the issue option in the Create Supplier task. See Create Suppliers.
EDI Auto	Automatically sends purchase orders in EDI Format. You'll need to: Create the EDI Outbound Integration. See Steps: Set Up Integration to Export EDI 850 Purchase Orders. Set EDI as the issue option in the Create Supplier task. See Create Suppliers. EDI Auto doesn't require a separate issue action for issuing purchase orders. The Purchase Order EDI Issue Event business process automatically triggers the purchase order issue process.
Print	Prints purchase orders in PDF format. You'll need to: Set up the purchase order print layout. See Create Purchase Order Print Layouts. (Optional) Set up financial messages. See Include Messages in Purchase Order Print Layouts. Set Print as the issue option in the Create Supplier task. See Create Suppliers. Workday uses Print by default if you don't specify a purchase order issue option for suppliers.
Supplier Portal	Allows suppliers with Workday accounts to access purchase orders directly in Workday using the Purchase Orders for Supplier Contact worklet. When you enable the Supplier Portal, all issued purchase orders appear in the Supplier Portal. To issue a purchase order in the Supplier Portal only, select Supplier Portal as the Issue Option in the Create Supplier task. See Create Suppliers.
Phone	Identifies purchase orders communicated verbally to suppliers. You'll need to: Initiate the fulfillment process, by manually updating purchase orders to Issued status. Set Phone as the issue option in the Create Supplier task. See Create Suppliers.