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

Steps: Set Up Automatic Sourcing of Requisitions

  • Create:
    • Procurement items
    • Supplier contracts
    • Suppliers
    • Requisitions
  • When sourcing requisitions for inventory replenishment, enable Workday Inventory for your tenant.
  • To source from storage, include the
    Source Goods from Storage
     action step in the
    Requisition Sourcing Event
     business process.
  • Configure these business processes and security policies in the Procurement functional area:
    • Requisition Sourcing Event
    • Purchase Order Event
Workday automatically sources requisition lines that are eligible for sourcing. You can enable automatic sourcing of approved requisitions to purchase orders when you set up:
  • Supplier information on purchase items.
  • Sourcing rules.
  • Sourcing schedules.
Workday sources requisition lines to purchase orders after approval when:
  • You enter a supplier on requisition lines.
  • You select a supplier contract or set up resulting buyers for the information on requisition lines.
  • All requisition lines on the requisition can be sourced, unless you enable automatic sourcing at the requisition line level on the
    Edit Company Procurement Options
     task.
  1. (Optional) Access the
    Edit Purchase Item
     task.
    1. Set up priority suppliers on the
      Supplier Information
       tab.
    2. For the primary supplier, enter 1 on the
      Sourcing Priority
       field.
    3. Select from the
      Supplier Contracts
       prompt for your suppliers.
    This ensures suppliers and contracts populate on requisitions based on priority.
    Security:
    Set Up: Purchase Item
     domain in the Procurement functional area.
  2. On the
    Buyer
     tab, create rules that associate buyers to suppliers without supplier contracts.
  3. When you consolidate requisition lines on purchase orders, schedule an automatic sourcing job.
    Security:
    Process: Requisition - Manage Sourcing
     domain in the Procurement functional area.
  4. Access the
    Edit Company Procurement Options
     task.
    1. On the
      Sourcing
       tab, select the
      Enable Requisition Auto-Sourcing for Non-Catalog Line
       check box.
    2. (Optional) On the
      Sourcing
       tab, select the
      Enable Auto-Sourcing at the Requisition Line Level
       check box to enable automatic sourcing for your requisitions at the line level.
    Security:
    Set Up: Company Accounting
     domain in the Common Financial Management functional area.
Set up automatic issuing of purchase orders.