FAQ: Requisitions Worklet
- Who can use the Requisitions worklet?
- Workers who request goods and services on behalf of themselves or others. For a quick and simple user experience, we display the minimal number of fields and prompts needed to complete requisitions.
- What is the External Suppliers section for?
- Workers see this section when you integrate with supplier websites using the supplier punchout integration. Workers can select these suppliers to punchout to the marketplace site and request goods. You can't change the display label for this section.
- What is the Request Non-Catalog Items section for?
- Workers can use Request Non-Catalog Items to place requests for non-catalog items. You can't hide this section; it's always displayed in the work area and available to workers.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.
- What do the statuses for open requisitions mean?
- StatusDescriptionDraftEither the requisition was saved as Draft, or the requisition failed a critical custom validation.Awaiting Approval ByThe requisition is pending approval and the purchase order hasn't been issued yet.Budget Check FailedThe requisition failed the company budget check constraints.
- What do the statuses for completed requisitions mean?
- StatusDescriptionCanceledWorkers canceled the requisition.CompletedThe requisition was fully invoiced and paid.DeniedDuring the review process, the reviewers denied the request for goods or services.Order DeniedThe requisition is approved but the purchase order is denied.ClosedThe requisition is closed.
- What do the statuses on the timeline mean?
- PhaseStatusOrdering
- Awaiting Order: Requisition is approved but hasn't been sourced.
- Ordering: The requisition is approved and partially sourced.
- Ordered:The requisition is approved and fully sourced.
Receiving- Receiving: Purchase order is issued but isn’t fully received.
- Received: Purchase order is issued and fully received.
Invoicing- Invoicing: Purchase order is issued but not fully invoiced.
- Invoiced: Purchase order is issued and fully invoiced.
- Match exception: There’s an invoice match exception.
- What related actions does each requisition support?
- We support these related actions that you can select from the requisition when you have access to the specific domain security policy:
- View (secured to theProcess: Requisition - Viewdomain)
- Edit (secured to theProcess: Requisition Create/Editdomain)
- Close Requisition (secured to theProcess: Requisition - Closedomain)
- Cancel Requisition (secured to theProcess: Requisition - Canceldomain)
- View Accounting (secured to theProcess: Requisition - Viewdomain)
- What is the Access Advanced Checkout option on the checkout page for?
- Workday displays the original requisition checkout page so that users can enter high-level detail for each requisition line. You can edit all the available requisition values such as:
- Alternate Address
- Splits
- Taxes
- How do I configure fields on the Requisition worklet that don't appear on the Create Requisition task?
- You can hide or require fields for particular user groups using theConfigure Optional Fieldstask, when you select theREST API Requisitionoption. You can make this change without impacting the fields on theCreate Requisitiontask.
- How can I track my project-based requisitions that are created using theRequisitionsworklet?
- These requisitions don't display within the view on theRequisitionsworklet. If you've opted in to the Unified Requisitioning Experience, you can instruct users to use theFind Requisitionsreport to find the requisitions and then view them. If you are not opted in to the Unified Requisitioning Experience, you can either use theFind RequisitionsorMy Requisitionsreport to find and access the requisitions.