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Administrator Guide
Last Updated: 2023-08-11
Example: Onboard Suppliers from Strategic Sourcing to Workday Platform

Example: Onboard Suppliers from Strategic Sourcing to Workday Platform

This example illustrates how to onboard new suppliers from Workday Strategic Sourcing (WSS) to Workday using standard onboarding forms.
Your company, Regional Healthcare, plans to open new hospital wards and needs to source and buy a range of goods and services for the expansion. As a supplier administrator, you want to enable buyers to onboard suppliers from a sourcing event in Strategic Sourcing. You can then begin issuing purchase orders from Workday.
  • Configure the
    Supplier Event
     business process and security policy in the Suppliers functional area.
  • Security: These domains in the Integration functional area:
    • Integration Build
    • Integration Configure
  1. Access the
    Create Integration System
     task.
  2. Configure these values:
    Option Description
    System Name
    Ward Expansion Project
    New using Template
    Supplier Onboarding (Scout)
  3. Click
    OK
    .
  4. Select the
    Enable All Services
     check box.
  5. Click
    OK
    .
  6. Select
    Integration System
    Configure Integration Attributes
     from the related actions menu of the Ward Expansion Project integration.
  7. On the
    Configure Integration Attributes for Integration System
     page, configure these values:
    Option
    Value
    Only Verify Connection
    Select the check box the first time you run the integration.
    Scout API URL
    Enter the endpoint URL for the Strategic Sourcing API.
    User Email
    Enter your Strategic Sourcing
    User Profile
     email address.
    API-key
    Copy the
    Company Token
     from Strategic Sourcing into the attribute
    Value
     field.
    segmentation_status
    Select this check box.
    description
    Select
    Supplier Name
     field.
    Enable Supplier Event BP
    Select this check box.
    approval status
    Select
    Approved
    .
    supplier status
    Select
    Active
    .
  8. Click
    OK
    .
  9. Access the
    Launch / Schedule Integration
     task.
  10. Select the
    Ward Expansion Project
     integration from the
    Integration
     prompt.
  11. Select
    Run Now
     from the
    Run Frequency
     options.
  12. Click
    OK
    .
  13. Enter a
    Date
    .
  14. Click
    OK
    .
  15. Access the
    View Integration System
     report.
  16. Select
    Ward Expansion Project
     from the
    Integration System
     prompt.
  17. Access the
    Messages
     tab on the integration.
  18. To map any new fields, such as
    DUNS Number
    , to a corresponding field on the Workday platform:
    1. In Strategic Sourcing, access
      Settings > Custom Fields > Supplier Profile Custom Fields
      .
    2. Find the
      DUNS Number
       field.
    3. In Workday, select
      Integration System > Configure Integration Maps
       from the related actions menu on the
      Ward Expansion Project
       integration.
    4. Select
      DUNS Number
       from the
      Internal Value
       drop-down menu.
    5. Select the
      From WSS
       section of the
      Map Provider
      .
    6. Select
      DUNS Number
       from the
      Internal Value
       drop-down menu.
    7. Click
      OK
      .
  19. Access the
    Maintain Supplier Categories
     task.
  20. Add a row and enter
    Ward Expansion
     in the
    Supplier Category Name
     field.
  21. Access the
    Launch / Schedule Integration
     task.
  22. Select
    Run Now
    .
  23. Click
    OK
    .
  24. Access
    Settings
    .
  25. Access
    Supplier Profile > Onboarding Profile Fields > Supplier Category
    .
  26. In Strategic Sourcing, access
    Settings
    .
  27. Access
    Supplier Profile > Onboarding Profile Fields
     to configure the
    Supplier Onboarding
     standard form.
  28. Select the fields to request from suppliers and select required fields or optional responses.
  29. Navigate to your project
    Pipeline
    .
  30. Click
    New Project
    .
  31. Configures these values on the
    Project Details
     grid:
    Option
    Value
    Title
    Ward Expansion
    Category
    Ward Expansion
    Project Type
    Supplier Forms
  32. Access the
    Suppliers
     tab and click
    Open Supplier Directory
    .
  33. Click
    Add New Supplier
     and configure these values:
    Option
    Value
    Supplier Status
    Approved
    Supplier Name
    Hospital Suppliers Corp.
    Supplier Category
    Ward Expansion
    Supplier Groups
    Suppliers A - L
    Banking Information
    Payment Type > Check
  34. Complete the
    Contacts
     section.
  35. Click
    Save
    .
  36. Access
    Settings
    .
  37. Access
    Approvals > Approval Groups
    .
  38. Click
    Add Approval Group
    .
  39. Enter names and email addresses of approvers.
  40. Select
    All Approvers Must Approve
    .
  41. Click
    Save
    .
  42. From the
    Select Forms
     menu on the Ward Expansion project, select
    Standard Form > Supplier Onboarding
  43. Click
    Add Forms
    .
  44. On the
    Supplier Directory
     menu, select
    Hospital Suppliers Corp.
     and click
    Add to Form
    .
  45. Click the drop-down menu on the
    Manage Suppliers
     button and add stakeholders.
  46. Click
    Update Stakeholders
    .
  47. Click the
    Calendar
     icon and add a due date a week from today.
  48. Click
    Publish
  49. Click
    Publish Supplier Review Form
    .
  50. When the supplier completes and submits the form, and after approval groups approve it, click
    Finalize
    .
The integration displays new suppliers in both the Strategic Sourcing profile and on Workday.