Create Requisitions in the Requisitions Worklet

You can use the

Requisitions

worklet to create requisitions with:

Catalog items.

Items from external suppliers.

Noncatalog items.

Project-based items.

You can also place orders for commonly ordered items.

You can create requisitions for project-based services using the

Requisitions

worklet, but these requisitions won't display in the worklet. You can use the

Find Requisitions

report to see all your requisitions.

Access the

Requisitions

worklet from any of these areas:

The

on your Home page.

The

Tasks and Reports

section on the

Overview

page of the

Buyer

hub.

The

View

section in the

Purchases

worklet.

In the

Requisition Details

card, address any requisitions that require attention.

You can’t create any requisitions until you complete requisitions with the

Attention Required

status.

Create a requisition.

You can either:

Click

Start Requisition

on the

Requisition Details

card.

Select an ordering method on the

Ordering Methods

card.

You can set a default ordering method for

Start Requisition

with the

Default Requisition Ordering Method

option in the

Edit Tenant Setup - Financials

task.

See Reference: Requisitions Worklet Ordering Methods.

Follow the procedure for your selected ordering method.

Ordering Method	Procedure
Search Catalog	Search for and add catalog items. The catalog search in the Requisitions worklet displays tailored search results based on purchase history for similar requisitions. These results show catalog items from requisitions completed in the last year with: Matching Company, Ship-to, and Deliver-to values. Any matching worktags. You can also set up Amazon Business, GHX, and Order.co as external search providers for the Requisitions worklet to view and directly order items from their marketplaces in the catalog search. See Set Up Integrated Search in Requisitions Worklet. We calculate the fulfillment source and site of an item based on a quantity of 1 item in the search. When you add items to your cart and submit the requisition, Workday: Recalculates the fulfillment source and site. Changes the fulfillment source and site of items in your cart depending on the quantity of requested items and the timing of your order. Only the relevant requesting entities can view items in the search that are associated with 1 or more requesting entities.
Request Non-Catalog Items	Complete the fields in the Non-Catalog Request form. Add the item to your cart. Workday can detect when a goods line item in your non-catalog request may be available for request from the catalog and suggest that you make a catalog request instead. These suggestions are based on supplier item identifiers that are linked to existing purchase items. These suggestions apply to all requisition types and all suppliers.
Connect to Supplier Website	From the list of available supplier websites, select your desired supplier using the Connect option. Follow the instructions on the supplier website. After completing the instructions on the supplier website, Workday redirects you to your cart for checkout. Complete any requisition fields with missing information.
Add from Templates and Requisitions	Select a requisition from Requisition Templates or Past Requisitions .
Select from My Procurement Favorites	Select an item from your list of allowed favorites. Add the item to your cart.
Request Project-Based Services	Create project lines and enter the information in each field. Add the item to your cart.

Your completed requisition order is ready for checkout. To view the items and their quantities in your cart, click

My Cart

Once your requisition is in checkout, select either:

Edit More Details

to edit the fields in the requisition header.

The main checkout page to edit the quantity and worktags of each requisition line.

Edit More

to edit the details of a single requisition line.

Access Advanced Checkout

to use the legacy checkout, where you can access more fields for each requisition line.

From the

Open

tab on the

Requisitions

list, you can view requisitions and their statuses. Approved requisitions display in the

Open

tab as

Awaiting Order

You can also fill out questionnaires in the

Requisitions

worklet by selecting the

Complete Questionnaire

link displayed on requisitions after:

You've configured the Requisition Event
business process definition to include the questionnaire step. See Configure Questionnaires and Questions.

You've created and submitted a requisition in the worklet.

Concept: Requisitions Worklet