Reference: Requisitions Worklet Ordering Methods
The
Ordering Methods
card in the Requisitions
worklet includes these methods for completing a requisition order:
Ordering Method | Description |
|---|---|
Search Catalog
| Search for and add catalog items, supplier items, and purchase items. You can use up to 7 filters, including:
Only the relevant requesting entities can view items in the search that are associated with 1 or more requesting entities. 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:
|
Request Non-Catalog Items
| Create requisition requests for items that aren't in your catalog.
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
| Complete orders using a linked supplier website. Workday sends items that you order from an external supplier to the Requisitions worklet. Complete and submit these items as a regular requisition. |
Add from Templates and Requisitions
| Create templates for commonly ordered groups of items. |
Select from My Procurement Favorites
| Order items that you've selected as favorites in your cart from previous requisitions. |
Request Project-Based Services
| Request services or other miscellaneous items associated with a project. You can specify a spend category, project, and other details that include suppliers, memos, and worktags. |