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Administrator Guide
Last Updated: 2024-03-08
Concept: Requisitions Worklet

Concept: Requisitions Worklet

The
Requisitions
 worklet provides a single location where you can:
  • Create and submit requisitions.
  • Check the status of recent open and completed requisitions.
  • Review downstream transactions such as items received or invoiced.
You can configure the
Requisitions
 worklet to display on your Home page. You can also access the
Requisitions
 worklet from:
  • The
    Tasks and Reports
     section on the
    Overview
     page of the
    Buyer
     hub.
  • The
    View
     section in the
    Purchases
     worklet.

Requisition Details

The
Requisition Details
 card in the
Requisitions Worklet
:
  • Displays information from your latest requisition.
  • Enables you to create a new requisition or edit an existing requisition.
If you create a requisition but don’t add any items to your cart, Workday automatically populates the
Requisition Details
 card with information from your latest requisition at midnight in your local time zone. Workday uses the last requisition you created in the past 3 months that has a requisition number. If there are items in your cart for a requisition you haven’t submitted yet, Workday doesn't automatically populate the card.

Requisitions List

The list in the
Requisitions
 worklet enables you to view your open and completed requisitions. By default, Workday displays open and completed requisitions from the past 6 months. You can select
Edit Filters
 in the worklet to configure filters that display your requisitions.
The
Open
 tab displays up to 100 open requisitions in these statuses:
Business Process Status
Description
Draft
You can edit or delete the requisition.
Pending Approval
You can edit the requisition in this status.
Approved
You can't edit the requisition in this status.
The
Open
 tab also displays statuses for the items within the requisition based on the purchase order timeline:
Purchase Order Status
Description
Awaiting Order
The buyer hasn't sourced the item yet.
Ordered
The supplier has submitted a purchase order number for the item.
Received
The buyer has received a purchase order for the item.
Invoicing
The buyer has paid the supplier for the item.
The
Completed
 tab displays up to 100 completed requisitions. You can review the status and purchase order history of each completed requisition.
The worklet also supports custom validations. Users can correct custom validations at checkout. If users need more information to correct errors during checkout, they can click
Edit Requisition
 on the work area for open orders and return to checkout later.