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Administrator Guide
Last Updated: 2024-03-08
Manually Source Requisitions

Manually Source Requisitions

  • Create requisitions.
  • Configure the
    Requisition Sourcing Event
     business process in the Procurement functional area.
  • Enable Workday Inventory for your tenant when sourcing requisitions for inventory replenishment.
  • To source from storage, include the
    Source Goods from Storage
     action step in the
    Requisition Sourcing Event
     business process.
You can search for unsourced requisitions and source them. During sourcing, you can:
  • Enter the information for the resulting purchase order, such as supplier and contract details, that apply to all the selected requisition lines.
  • Source requisition lines to new or existing purchase orders.
  • Partially source requisition lines from inventory and the rest to a purchase order.
  • Consolidate multiple requisitions to a purchase order or stock request.
  1. Access the
    Source Requisitions
     task.
  2. Select a
    Fulfillment Source
     to source the requisitions.
    When you select
    Inventory
    , Workday sources the selected requisition lines to a stock request. You can source from inventory when you:
    • Set up purchase items with conversion factors.
    • Set up catalog items with conversion factors and associate to purchase items.
  3. After selecting the requisitions you want to source, consider:
    Option Description
    Add to Existing Purchase Order
    When you select an existing purchase order, you source all the selected requisition lines to the purchase order.
    For requisition lines with web items, you can only select purchase orders with web items. This ensures that your supplier can effectively fulfill your order.
    You can select from additional purchase orders when you select the
    Exclude Ship-To Address when Consolidating Requisition Lines
     check box.
    Fulfillment Source
    Inventory
    : Select to create multiple stock requests for every unique ship-to address, ship-to contact, and deliver-to combination.
    Storage
    : Select for asset items. Enter the business site and sourcing information on the requisition line.
    Supplier Contract
    Workday displays this field at the line level when you select the
    Enable Consolidation of Requisitions Across Supplier Contracts
     check box on the
    Edit Tenant Setup - Financials
     task.
    Consolidate
    Select to create a single purchase order or stock request for the selected lines.
Workday initiates the
Requisition Sourcing Event
 business process for review and approval of the requisition lines you source, and adds a new task in My Tasks for the buyer.
Use the
Find Requisition Sourcing Requests
 report to find and view details of the submitted requisition sourcing requests.