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Administrator Guide
Last Updated: 2026-03-13
Create Sourcing Rules for Requisitions

Create Sourcing Rules for Requisitions

Security:
Set Up: Procurement
 domain in the Procurement functional area.
Requisition sourcing rules streamline the requisition sourcing process to reduce buyer workload and enhance procurement efficiency.
You can set up rules that determine when these values populate on purchase orders based on requisition line values:
  • Buyers
  • Suppliers
  • Order-from connections
  • Inventory sites
Requisition sourcing rules also enable you to provide default values for required missing values. You can create sourcing rules to populate your preferred:
  • Supplier and contract.
  • Buyer, when you source requisitions without supplier contracts.
  • Inventory site for inventory requests and replenishment.
  1. Access the
    Maintain Requisition Sourcing Rules
     task.
  2. As you complete the defaults section, consider:
    Options
    Description
    Apply Sourcing Rules to Items on Contract
    Select to override default buyers on supplier contracts when a sourcing rule on the
    Buyer
     tab applies to the requisition line.
    Workday recommends applying this option, but don’t enable it if you use the buyer on the contract to drive buyer assignment.
    Order-From Connection on Contract has Priority
    Select to use the default order-from connection on the supplier contract.
    Workday recommends this option if you use supplier contracts.
    Use Default Inventory Site for Company
    When enabled, Workday first checks the requisition sourcing rules for inventory to select from the correct Source From inventory site. When no sourcing rules apply, the inventory site that has the requesting company assigned as one of the fulfillment companies defaults as the Source From inventory site.
    Workday recommends that you select this check box when you use only 1 inventory site for a company.
    Use Supplier with Item on Contract
    Select to use a preferred supplier who provides purchase items in their catalog or contract. When zero sourcing rules apply to the requisition line, Workday still populates the preferred supplier.
    Workday recommends enabling this option only if you use catalog items.
    Default Fulfillment Source to Inventory for Valid Items for Inventory Site
    Select to override fulfillment sources of
    Purchase Order
     or
    Other
     with
    Inventory
     when the inventory site set up for the purchase item matches the selected resulting inventory site. Set up inventory sites on the
    Inventory Site Options
     tab on the
    Create Purchase Item
     task.
    Workday recommends this option for inventory. This option negates the need to manage the fulfillment source on the item level. You can always apply the PO fulfillment source and use sourcing rules to drive the order to the correct location.
  3. Set up rules to populate resulting values on purchase orders based on requisition line values.
    Workday uses the first rule that matches a requisition line value. Workday ranks sourcing rules according to the relative importance of the attributes that you specify in each rule. The more attributes with highest importance that you include, the higher Workday ranks the rule.
    The attributes in order of precedence are:
    • Purchase item
    • Spend category
    • Street address
    • Company
    As you set up sourcing rules on the table, consider:
    Tabs
    Description
    Buyer
    Select the
    Submitted by Worker on Requisition
     button to use the requester as the preferred buyer.
    To use the requester, secure the worker as a sourcing buyer to these domains:
    • Process: Sourcing
    • Process: Sourcing – Goods
    • Process: Sourcing – Services
    Set up buyer sourcing rules when you enable automatic sourcing of requisitions and you:
    • Want to automatically source punchout requisitions to purchase orders.
    • Enable sourcing of non-catalog items on the
      Edit Company Procurement Options
       task. Set up a buyer sourcing rule for the company you enabled this for.
    Ensure that the selected user has a Buyer role for the company selected in the rule.
    If you add a line split, Workday evaluates worktags from the first line you are using on the split.
    Supplier
    Set up sourcing rules for suppliers when you enable automatic sourcing of non-catalog items on the
    Edit Company Procurement Options
     task. Set up a supplier sourcing rules for the company you enabled this for.
    Select the
    Valid Contract Line Required
     check box to only source to the supplier when:
    • There's a supplier contract with a valid date range.
    • And, the item on the requisition is also on the contract line and has the same spend category.
    Order-From Connection
    Set up order-from connection sourcing rules when you issue purchase orders to different supplier sites based on details such as the company, deliver-to address, ship-to location, item tags, purchase item, purchase item group, or spend category.
    Inventory Site
    When you set up sourcing rules for inventory sites:
    • Associate sites with purchase items on the
      Inventory Site Options
       tab on the
      Create Purchase Item
       task.
    • The rule applies when the requisition line has an
      Inventory
       fulfillment source. It doesn't apply when you select the
      Default Fulfillment Source to Inventory for Valid Items for Inventory Site
       check box.
    • You can add a distribution network for replenishment to the inventory site using the
      Inventory Distribution Network
       prompt. Select the
      Use Inventory Distribution Network
       check box to add a distribution in place of a stand-alone inventory site.
    When you use web services to create requisitions:
    • You must submit the supplier. This value doesn't automatically populate.
    • Order-from connections populate only when you submit a supplier.