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Administrator Guide
Last Updated: 2023-06-23
Set Up the Requisition Business Process

Set Up the Requisition Business Process

You can modify the
Requisition Event
business process by adding steps for routing requisitions. You can optionally enable buyers and approvers to add lines to worker requisitions without resubmitting the requisition through the approval process.
  1. Edit Business Processes.
    From the related actions menu of the
    Requisition Event
     business process, select
    Business Process
    Edit Definition
    .
  2. As you add the steps and conditions required to approve a requisition, consider:
    Steps
    Description
    Requisition has Project-Based Service
    Create rules that route to your company service coordinator in the step to route project-based service requisitions for review.
    Goods Category and Manually Sourced
    Route goods requisitions for review by making these changes in the step:
    • Change the step to check if you can automatically source the requisition through a supplier contract.
    • Create rules that route goods requisitions when the company buyer can't automatically source a requisition.
    • Create rules that automatically source goods requisitions to a PO and send it directly to the supplier.
    Approval
    Add the step to route all requisitions for approval.
    Add Lines to Requisition
    Add the action step to provide reviewers and approvers the option to add additional lines to requisitions.
    Complete Questionnaire
    (Optional) Add the action step to capture additional information from requesters and reviewers of requisitions during the business process. This step eliminates the need to complete approvals that can take place outside of Workday.
    Check Budget (Financial)
    Add the action step to ensure there's sufficient budget for the requisition.
    Also, add the
    Requisition Sourcing Buyer
     to
    Requisition Event
    security groups to route requisitions to specific buyers based on requisition types.