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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Sourcing of Requisitions

Steps: Set Up Sourcing of Requisitions

Create requisitions.
You can source requisition lines to new purchase orders, existing purchase orders, or stock requests. Set up your sourcing options to source requisitions:
  • Manually.
  • Automatically, on a schedule.
  • To 1 purchase order.
  1. You can create rules to:
    • Populate values on purchase orders based on the requisition values.
    • Associate buyers to suppliers without supplier contracts, when you enable automatic souring of noncatalog lines.
    • Associate buyers to the areas for which they're responsible.
  2. (Optional) Access the
    Edit Tenant Setup - Financials
     task.
    In the
    Procurement Options
     section, select the:
    • Enable Web Item Replacement for Requisition Sourcing
       check box to replace web items with item substitutes during auto-sourcing or manual sourcing of requisitions to purchase orders.
    • Enable Consolidation of Requisitions Across Supplier Contracts
       check box to source requisition lines with different supplier contracts to 1 purchase order when the
      Company
      and
      Supplier
      values match. Workday displays the supplier contracts at the line level on resulting purchase orders.
    Workday never consolidates punchout lines with other types of lines. Punchout lines must remain on exclusive purchase orders so suppliers can accept the purchase orders.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  3. (Optional) Access the
    Edit Company Procurement Options
     task.
    Set up sourcing options for companies on the
    Sourcing
     tab.
    Security:
    Set Up: Company General
     domain in the Common Financial Management functional area.
  5. (Optional) From the related actions menu of the
    Requisition Event
     business process, select
    Business Process
    Edit Definition
    .
    To route tasks from My Tasks for manual sourcing of approved requisitions, add these action steps to the
    Requisition Event
     business process:
    • Source Service Requisition
    • Source Goods and Services Requisition
    • Source Goods from Storage
  6. (Optional) Access the
    Create Business Process Definition (Default Definition)
     task.
    To use the
    Source Requisitions
     task, configure the
    Requisition Sourcing Event
     business process and security policy in the Procurement functional area.
    You can use the
    Source Requisitions
     task to manually source and consolidate multiple requisitions at once.