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Administrator Guide
Last Updated: 2023-06-23
Enable Suppliers to Load Catalog Items

Enable Suppliers to Load Catalog Items

  • The supplier for the catalog must be set up in Workday.
  • You must set up a contact for the supplier, configure the contact with Workday access, and allow catalog item loads.
  • Set up a supplier catalog header using
    Create Supplier Catalog
     task.
Provide suppliers with capabilities to load catalog items into Workday.
  1. The supplier accesses the
    Catalog Load Request for Supplier
     task.
  2. The supplier selects the catalog for loading catalog items.
  3. The supplier selects the
    Effective Date
    for the catalog items being created, updated, or inactivated.
  4. The supplier adds new items, changes items, and loads existing items into the catalog.
    • To add a catalog item, the supplier enters an
      Item Identifier
       in the
      Catalog Items
       grid.
    • To change an existing catalog item, the supplier selects a
      Catalog Item
       from the prompt.
      Workday defaults the
      Action
       field with
      Update
      . The supplier can override the option with:
    Option Description
    Inactive
    The catalog item is inactive as of the effective date of the catalog load request and workers cannot select it in new requisitions or purchase orders.
    No Change
    The catalog item has not changed since the last catalog load and no further processing is required on the effective date.
  5. The supplier adds lines for each
    Catalog Item
     and includes the
    Unit Price
    ,
    Unit of Measure
    ,
    Lead Time
    , and
    Spend Category
    .
After the catalog load request is approved, the catalog load displays:
  • Whether items are new, updated, inactive, or no change was made.
  • The
    Price Variance Percent
    , if applicable.
Route the catalog load request for approval.