Concept: Requisition Templates
Requisition templates enable you to maintain a collection of goods and services, making the requisition process simpler, faster, and more manageable. The
Create Requisition Template
task enables you to:- Create a requisition from a template.
- Acquire goods and services for new workers.
- Control access to private, shared, and public templates.
You can use the
Mass Maintain Requisition Templates
task to add, remove, or update goods lines across multiple requisition templates.You can't include punchout items in templates or requisition copies. Workers must add punchout items to their final requisitions manually to get the most up-to-date items and prices.
Create a Requisition from a Template
Requisition templates make the requisition process fast and simple. When a worker creates a requisition and selects a template, the template automatically populates the requisition. The worker then has a requisition that's equivalent to one created from scratch. You can edit the requisition if necessary, such as updating obsolete prices. Templates can be filtered based on the following fields:
- Companies
- Requisition types
- Worktag types
- Deliver-To locations
This automatically refines the selection to display only relevant templates during consumption. This feature enhances the ease of use by narrowing choices to the most applicable templates, targeting the audience.
To see a list, use the
Requisitions Templates
report.Acquire Goods and Services for New Workers
When you hire new workers, you provide them with a standard set of items. Example: A new laptop and monitor. You can gather all those required goods in a requisition template and associate the template with a job profile. When you hire a worker into that job profile, Workday automatically notifies the HR Partner to create a requisition for the worker. Workday already specifies all the information in the template. The HR Partner can simply submit the already populated requisition. You can also edit the requisition if necessary.