Reference: Strategic Sourcing Use Cases

You want to upload a list of users to your User List.: You can’t upload a list of users to the user list, but if you have both Workday and Workday Strategic Sourcing you can set up user provisioning to create your Workday users as Strategic Sourcing users automatically. Additionally, when you enable single sign-on, Strategic Sourcing automatically provisions anyone who accesses Strategic Sourcing as a stakeholder user in the
User List
. To set up licensed users, you can:
Add each licensed user to the User List.
Enable user provisioning in Workday to import users as stakeholders. You can change their permissions in Strategic Sourcing.
Request each licensed user to sign in to Strategic Sourcing. This request adds them to the
User List
as a stakeholder. You can upgrade user permissions in the
User List
to a sourcing manager or a company admin.
You no longer use a custom field and want to remove it from being visible on records.: You can’t delete custom fields and custom field options once selected on a record. As a company admin, navigate to
Settings
Custom Fields
. On the custom field you want to hide, click the drop-down menu next to the
Edit
button and select
Hide
. You’ll need to unhide the field if you want to view and report on the field in the future.
In the
Customize Layout
section of every contract and project type, you can deselect the field so that it doesn't show contracts or projects.
Approvals need to occur earlier in the sourcing process before you mark a project Complete or a contract Active.: The ability to send a record for approval by changing the status to Send for Approval can only occur at the end of the contract or project workflow. Workday recommends that you assign milestones to the relevant user that needs to approve. Marking the milestone as complete can act as the approval. Strategic Sourcing tracks and can report on milestone completion date and who completed the milestone.
You need to track savings reflected on a Contract.: Workday recommends creating a related project from the contract. You can log savings in the
Financial Details
section of the related project. You can create a savings project type with minimal fields and fill them in to log savings.
You want to restrict banking and tax information on the Supplier Profile to a small number of internal users.: All Sourcing managers have Read/Write permissions to supplier profiles. You can limit this to a smaller number of Sourcing Managers by defining these users in the Group Access in settings with the Group Type Supplier Banking Information, Tax Information, and Attachments Access
.
Confidential banking and tax information isn’t reportable or immediately visible on the supplier profile. Sourcing managers must click on the eye icon next to the restricted field to view the data. Stakeholders who have visibility into supplier profiles via a read-only team will never have view access to the restricted data.
You need to edit the supplier onboarding form data after a supplier has submitted it, but before it’s sent to Workday.: As a company admin, navigate to
Settings
Supplier Profile
and scroll down to the Supplier Profile Editing section. Enable the editing options in this section.
When you mark the suppliers as approved and send them to Workday, you can’t make any more edits in Strategic Sourcing. You must make internal edits in Workday.

If you don't see the
Supplier Profile Editing
section in
Supplier Profile
section, submit a customer care case in Community for Strategic Sourcing Instance Management and select the Enable Feature option. Specify the workday_business_process_tags feature flag and the name of the environment where you want to enable the flag. You can find environment names in your company profile in
Settings
.