Concept: Requisition Reviews
The review procedure differs depending on whether the requisition is for goods and services or project-based services.
Requisitions for Project-Based Services
Generally, services coordinators review and source requests for project-based services. The review task displays in the reviewer's My Tasks after approving the requisition. The reviewer must:
- CheckSource this linefor each line to source. The reviewer can select to source only some lines in this requisition.
- Select aTime Card Factorto accommodate overtime pay for each contingent worker requisition line.
- Approve the requisition by selectingApproveinReview This Task.
If you aren't internally sourcing the requisition, you must issue a PO manually.
Requisitions for Goods and Services Not Automatically Sourced
Generally, buyers review requests for manually sourced goods and services. The review task displays in the reviewer's My Tasks after approving a requisition. However, after approval, Workday directly sends goods and service requisitions (created by a supplier) to the supplier with whom your company has a contract, not to the buyer. The reviewer must:
- Specify aSupplier, if there isn't one.
- Specify aFulfillment Source(whether the good is provided using a purchase order or internally). If you fulfill the requisition internally, the process ends here.
- Approve or deny the requisition.
- Manually issue a PO to the supplier or internally fulfill the requisition.
If you aren't internally sourcing the request, you must issue a PO manually for noncontract goods and service requests.