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Administrator Guide
Last Updated: 2024-10-04
Steps: Set Up Strategic Sourcing

Steps: Set Up Strategic Sourcing

View Strategic Sourcing API Documentation for up-to-date URLs.
You can configure your tenant settings to use Workday Strategic Sourcing for:
  • Contract and project management.
  • Sourcing events, including reverse auctions.
  • Supplier onboarding and performance management.
  1. Access
    Settings
    .
  2. Configure
    Global Settings
    . As you complete this section, consider:
    Option Description
    Categories
    Strategic Sourcing includes a set of spend categories that you can add to, edit, or delete based on the spend of your organization.
    You can use custom fields instead of category fields for improved configurability and reporting.
    Built-in Fields
    Select which fields that you want to enable on events:
    • Public: Enable the event sharing on your website or via email.
    • Sealed Bids: You can't open bids until after the Bid Submission Deadline.
    • Construction Request: Enable construction request events to include square footage in worksheet calculations.
    • Commodity Codes: Enable adding commodity codes to events for event solicitation and bulk addition of suppliers. You must have Supplier Onboarding and the Data Importer enabled to use this functionality.
    Attachments
    Input in minutes the duration of inactivity before a checked out document is automatically checked in.
    Currencies
    See Enable Multicurrency Options.
    Workday doesn't convert bids from foreign currencies to your default currency. You can only run events in a single currency.
    User Session Expiration
    You can change the session expiration time for users in your organization. Users in your company that login through Workday will have their session time set by your session timeout setting in Workday.
    These settings apply throughout your tenant and for all users.
  3. As you complete these sections, consider:
    Option Description
    User List
    Create and assign your internal users to roles, and export the user list.
    Teams
    Create and edit teams to help your organization maintain project visibility for sourcing managers in your company.
    Company Profile
    Upload your company logo, and optionally update your company profile information.
    Workday recommends that you use a PNG file with a transparent background for better image clarity.
Configure your settings for
Sourcing & Auctions
.