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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Suppliers

Steps: Set Up Suppliers

  • Review setup considerations for suppliers.
  • Configure the
    Supplier Event
     business process and security policy in the Suppliers functional area.
  • Security:
    Set Up: Supplier Notes
     domain in the Suppliers functional area.
Set up and manage suppliers to procure goods, services, and contingent labor.
  2. To create remit-to connections for multiple suppliers, access the
    Edit Remit-To Connections
     related action from a supplier.
  4. Create a request for quotes and record supplier bid responses.
  5. Select a supplier that has a contract with your company. Workday automatically sources a goods requisition for catalog and punchout line items.
  6. Access the
    Maintain Supplier Categories
     task.
    Create supplier categories to organize suppliers for searching and reporting purposes.
    Security:
    Set Up: Supplier Categories
    domain in Common Financial Management functional area.
  8. Define prepaid specifications to procure goods and services.
  10. Access the
    Maintain Supplier Groups
     task.
    Create supplier groups to help workers select the suppliers that they need, organize them into groups.
    Security:
    Set Up: Supplier Maintenance
    domain in Suppliers functional area.
  13. (Optional) Access the
    Maintain Supplier Classifications
     task.
    Configure supplier classifications to streamline reporting and comply with federal, state, or local government requirements. Your suppliers or prospective suppliers can then manage their classifications on the Supplier Portal.
    Select the country where the classification is valid.
    Security:
    Set Up: Supplier Maintenance
     domain in the Suppliers functional area.
    • If you have contingent workers who aren't working through an agency, they’re considered suppliers. You hire them as contract contingent workers. Workday displays contract contingent workers in reports and selection lists, including 1099 MISC reporting, when applicable.
    • For contingent workers working through an agency or third-party business that pays the worker, create the agency as a supplier. Contract the worker as a contingent worker.
  15. Configure the
    Supplier Change Event
     business process and security policy.
Set up a Supplier Profile.