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Administrator Guide
Last Updated: 2025-07-11
Steps: Create Requisition Templates

Steps: Create Requisition Templates

  • Configure the
    Self-Service: Requisition Template
     business process and security policy in the Procurement functional area.
  • To manage security for shared templates, Workday recommends you opt-in for the
    Enable Requisition Template Security Updates
     feature and configure the
    Process: Shared Requisition Template - View policy
    .
You can create requisition templates to streamline ordering the same goods, services, or contingent workers repeatedly. Each template can include goods, services, or contingent workers
Workday recommends you limit requisition template lines to 5000 or fewer for best performance.
  1. Access the
    Create Requisition Template
     task to create a private requisition template..
    Alternatively use the
    Create Shared Requisition Template
     to create public templates that can be shared with other users, or user groups and define who has access. However the creator can always view any requisition created with this task.
    Configure the
    Process: Shared Requisition Template
     business process and security policy in the Procurement functional area.
  2. As you complete the task, consider:
    Option Description
    Requisition Template Name
    Specify a name for your requisition template.
    Company
    You can select 1 or more companies, or company hierarchies.
    Worktags
    You can select 1 or more worktags or worktag hierarchies that are available.
    Requisition Type
    You can select 1 or more requisition types.
    Deliver-To
    You can select 1 or more deliver-to locations.
    Requisition Pricing Currency
    Specify a currency for your template.
  3. (Optional) For shared requisition templates, consider:
    Option Description
    New Hire Template for Job Profile
    Specify 1 or more job profiles. You can use this template to create a requisition for a worker with that job profile.
    Template Access
    (Shared Templates only)
    Select an access level for the template:
    • Public
      : All users can access the template.
    • Security Group:
       You can select 1 or more security groups to access the template.
    • User
      : You can select 1 or more users to access the template.
    • Not Shared
      : Only you can access the template.
  4. (Optional) Use sourcing rules to populate supplier and related attributes if they're not included on requisition templates when you add a purchase item to your shopping cart:
    • Order-From Connection.
    • Supplier Contract.
    • Supplier Item Identifier.
    • Supplier.
    • Tax Applicability.
    • Unit Cost.
    When you add an invalid UOM from a template requisition line to the shopping cart, Workday updates the UOM based on its fulfillment.
  5. As you complete the
    Goods Lines
     and
    Service Lines
     tabs, consider:
    Option Description
    Company
    Add intercompany profiles that are associated with the header company to display on template requisition lines.
    Enable multicompany requisitions in your tenant before you add companies from the intercompany profile.
    Item
    Specify (or create) the purchase item for this line.
    You can't include punchout items in templates or in copies of requisitions. Workers must add punchout items to their final requisitions manually to get the most up-to-date items and prices.
    Supplier Item Identifier
    Displays the supplier item identifier if the line item is a supplier item. Example: A supplier catalog, noncatalog, or punchout item.
    Spend Category
    Select
    Spend Category
    for non-catalog goods and service lines. This helps to organize, analyze, and manage the expenditures more effectively.
    Fulfillment Resource
    Select
    Fulfillment Resource
    Purchase Order
     to source to a Supplier, or
    Inventory
     to enable the movement of stocked goods to their final destination.
    Inventory Site
    Select an
    Inventory Site
     for the Inventory Fulfillment. This is the storage location for goods, raw materials, or finished products.
    Supplier
    Select the
    Supplier
    for Purchase Order Fulfilment. When you select a supplier with an existing contract with your company, your request is sent directly to the supplier after approval. For goods requested from non-contract suppliers, the request is routed through a buyer before the requisition is issued. If you don’t select a supplier on the requisition, the buyer will assign one.
    Order-From Connection
    (Optional) Select a specific supplier site where you want to issue a purchase order resulting from a requisition made from this requisition template.
    Workday populates these fields based on the order-from connections, instead of the supplier:
    • Default PO Issue E-mail
    • PO Issue
    • Shipping Method
    • Shipping Terms
    When you use a requisition template, order-from connection on the template overrides any default order-from connection setup.
    Quantity
    Specify the quantity for goods lines. By defining a quantity of zero, you can require users to include a quantity when they add items to the shopping cart.
    Unit of Measure
    For goods lines, specify the units of measure. For items that are individual units, use
    Each
    .
    Extended Amount
    For goods lines, specify the cost per unit of measure.
    For service lines, enter the
    Extended Amount
     directly.
    Alternate Item Identifiers
    Alternate item identifiers for the catalog item, punchout item, or purchase item.
    When you configure requisitions with primary item identifiers on the
    Maintain Item Identifier Type Display Options
     task, Workday displays up to 3 item identifiers in columns. You can select the remaining items that aren’t marked as primary item identifiers in the
    Additional Item Identifiers
     column.
    Item Tags
    Item tags associated with the catalog item, punchout item, or purchase item.
    Ship-To Address
    Select the required Ship-To address from the available option. When this field is blank and the template is used, the worker's default ship-to address populates on the new requisition.
    Deliver-To
    Select the required Deliver-To location from the available option.
  6. (Optional) Access the
    Mass Maintain Requisition Templates
     task to:
    • Add new items
    • Update the item, unit of measure, or quantity for a template line
    • Delete template lines
  7. (Optional) Access the related actions menu on the template to add the items to your cart by selecting
    Procurement
    Add to Cart
    .
Use the
Requisition Templates
 report to see a list of available templates. This report lists all your templates and any shared templates that you have permission to view.