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Administrator Guide
Last Updated: 2024-03-08
Steps: Requesting Entities for Requisitions

Steps: Requesting Entities for Requisitions

Create requesting entities based on companies, deliver-to locations, ship-to locations, and worktags. You can save time and reduce user errors by populating requesting entity information, instead of worker information, on requisitions when you select the entity.
  1. Access the
    Create Requesting Entity
     task.
    Select and enter information to associate with the requesting entity. When you select this requesting entity on requisitions, Workday populates the associated values. When you leave the fields blank, these values populate on the requisition from the worker.
    Security:
    Set Up: Procurement
     domain in the Procurement functional area.
  2. (Optional) Access the
    Create Procurement Requesting Entity Security Segment
     task.
    Assign security segments to user groups to give them access to the requesting entity segment.
    Security:
    Procurement Segmented Setup
     domain in the System functional area.
  3. Assign user groups or segment-based security groups to the
    Access Procurement Requesting Entity (Segmented)
     domain.
    This gives users access the
    Requesting Entity
     field on requisitions.
  4. (Optional) Access the
    Configure Optional Fields
     task.
    You can edit the
    Requesting Entity
     field to be hidden or required on these tasks:
    • Create Requisition
    • Search Catalog
    • Add from Templates and Requisitions
    • Request ~Project~-Based Services
    • Request Non-Catalog Items
    • Select from My Procurement Favorites
    • View Cart
    • Connect to Supplier Website
    If you opt into the
    Requisitions Experience Unification
     feature from the
    Maintain Feature Opt-Ins
     report, we direct you from these tasks to the
    Requisitions
     worklet for a more streamlined requisitioning process:
    • Create Requisition
    • Search Catalog
    • Add from Templates and Requisitions
    • Request ~Project~-Based Services
    • Request Non-Catalog Items
    • Connect to Supplier Website
    See Create Requisitions in the Requisitions Worklet.
The
Requesting Entity
 prompt displays on requisitions.
(Optional) To create reports on requesting entities, use the
Requesting Entity
 report data source (secured to the
Set Up: Purchase Item
 domain) in the Procurement functional area.