Define Purchase Order Issue Schedules

For each supplier, specify the purchase order issue option.

If you issue purchase orders by company hierarchy, ensure that the worker issuing purchase orders has a role on the company hierarchy.

Create Purchase Orders.

Configure the Purchase Order Issue Event
business process and security policy.

Security: Process: Purchase Order - Mass Action
domain in the Procurement functional area.

Define schedules to automate issuing approved purchase orders to suppliers. You can create multiple schedules to run concurrently or at the intervals that meet your business needs.

Access the

Schedule Issue Purchase Orders

task.

Specify the schedule's frequency in the

Run Frequency

field.

Define these details for the purchase orders you want to schedule issuing for in the

Purchase Order Criteria

section:

Option	Description
Company	Specify the companies to include in this purchase order issue schedule.
Supplier	Limit the purchase orders issued to specific suppliers.
Order-From Connection	Select suppliers for the order-from connection. You must select at least 1 supplier in the Supplier field in order to define the Order-From Connection .
Supplier Category	Limit the purchase orders issued to specific supplier categories.
Supplier Group	Limit the purchase orders issued to specific supplier groups.
Exclude Supplier List	Select this checkbox to exclude purchase orders from the schedule based on the supplier information you've selected in these fields: Supplier Supplier Category Supplier Group Example: You build a purchase order issue schedule and select Amazon in the Supplier field. The schedule runs the purchase order issue job just for purchase orders with Amazon as the supplier. If you also select the Exclude Supplier List checkbox, the purchase order issue job runs for all suppliers except Amazon.
Purchase Order Type	Limit the purchase orders issued to specific purchase order types.
Buyer	Issue purchase orders based on buyers for the companies you select.
Issue Option	Select the issue options that you've defined for these suppliers. You define purchase order issue options in the Create Supplier or Create Supplier Change task.
Group Purchase Orders for Printing	Select Group Purchase Orders for Printing to print multiple purchase orders in a single file instead of printing each purchase order separately.

For all scheduled runs, complete the

Schedule

tab requirements.

Click

Done

When the schedule runs, Workday routes purchase orders in the schedule for review. Workday evaluates all purchase orders in the issue batch and reviewers must approve, send back, or deny the batch as a whole.