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Administrator Guide
Last Updated: 2023-06-23
Customize the Business Process That Issues XML Purchase Orders

Customize the Business Process That Issues XML Purchase Orders

The
Purchase Order XML Issue Event
 business process sends approved purchase orders to suppliers who have the
XML
 or
XML Auto
 issue option. A business process step can trigger only 1 integration system and you could have multiple punchout suppliers. Create an integration background process that matches each purchase order to the appropriate supplier integration.
Complete this task a single time, regardless of how many punchout suppliers you create in Workday. By default, the
Purchase Order XML Issue Event
 business process has only an initiation step.
  1. Create an
    Integration System User
     (ISU) account for the new integration:
    1. Access the
      Create Integration System User
       task.
    2. Specify a user name of
      POIssue
      .
  2. Create the integration system that routes the purchase orders:
    1. Access the
      Create Integration System
       task.
    2. Specify a
      System Name
       of
      POIssue
      .
    3. At the
      New using Template
       prompt, select
      Cloud Connect for Spend Management
      Procurement Punchout Purchase Order
      .
    4. Accept the default integration services.
    5. As a related action on the integration system, select
      Workday Account
      Edit
      , then select the ISU account you created in step 1.
  3. Add an integration step to the business process:
    1. Edit the
      Purchase Order XML Issue Event
       business process definition for your organization.
    2. Click
      Configure Integration Step
      .
  4. Enter values for the integration step:
    1. Select
      POIssue
       from the
      Integration
       prompt.
    2. For the
      Purchase Order
       field, specify a
      Value Type
       of
      Determine Value at Runtime
      , and a
      Value
       of
      Purchase Order
      .
    3. For the
      Supplier Integration System
       field, specify a
      Value Type
       of
      Determine Value at Runtime
      , and a
      Value
       of
      Integration System for Supplier on Purchase Order.