Setup Considerations: Supplier Contract Connector Integration
You can use this topic to help make decisions when planning your configuration and use of the Workday Strategic Sourcing Supplier Contract Integration. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
The Supplier Contracts Connector Integration enables you to synchronize supplier contracts between Workday Strategic Sourcing (WSS) and Workday.
Business Benefits
The Supplier Contracts helps provide a single source of truth for your contract information, enabling WSS to receive changes to supplier details on a regular basis to ensure accuracy. The integration enables you to:
- Configure and edit contracts that originated in Workday in WSS.
- Identify contract header information in Strategic Sourcing that you can sync into Workday.
Use Cases
We enable you to connect your supplier contracts between Workday Procurement and Workday Strategic Sourcing. We also better enable you to improve your error handling between developers and sources.
Questions to Consider
Questions | Considerations |
|---|---|
Have you completed SSO setup steps in Strategic Sourcing? |
As you complete the SSO setup, consider.
|
I haven’t done anything to the WSS contract (no direct updates and no revisions), but it seems to generate an amendment on the next integration run. | Workday updates WSS contract after they're imported.
When you configure the external_id field, Workday considers this as an update to the WSS contract, and uses the integration to create an amendment if the contract already includes transactions. WSS updates the existing contract for Workday contracts with these statuses or that don't include transactions:
You can expect Workday to create at least 1 amendment against the contract after the first import. |
Recommendations
None.
Requirements
No impact.
Limitations
None.
Tenant Setup
No impact.
Security
Domains | Considerations |
|---|---|
Integration Event in the Integration functional area. | Enables users to take related actions to launch and schedule an integration. Users need to have View and Modify report and task permissions. |
Process: Supplier Contract - Create/Edit in the Supplier Contracts functional area. | Enables users to retrieve sets of companies and hierarchies they can access when they create contracts in WSS [using a Workday-owned contract type]. Users need to have View and Modify report and task permissions. |
Process: Supplier Contract - View in the Supplier Contracts functional area. | Enables users to view spend transaction amounts on contracts. Users need to have View and Modify report and task permissions. |
Self-Service: Account in the System functional area. | Enables the transfer of user information between Workday and WSS. Users need to have View report and task permissions. |
Set Up: Account Provisioning Applications in the System functional area. | Enables users to activate account provisioning. Users need to have View and Modify report and task permissions. |
Workday Strategic Sourcing in the Procurement functional area. | Enables users to access the WSS worklet tile. Note that this domain only supports unconstrained security groups. We recommend you create a user-based security group that includes users that need access to WSS. Users need to have View and Modify report and task permissions. |
Business Processes
Business Process | Considerations |
|---|---|
Supplier Contract Amendment Event
| Enables the WSS Connector to crate and update contract amendments in Workday.
Use the Submit Supplier Contract Amendment web service to configure the Business Process Policy initiating action. |
Supplier Contract Event
| Enables the WSS Connector to create and update contracts in Workday.
Use the Submit Supplier Contract web service to configure the Business Process Policy initiating action. |
Reporting
You can use the
Integration Errors
tab on the Contracts
module in WSS to view all your contracts that have integration errors. Individual contract pages also include an Integration Errors
section where you can view the details of any errors.Integrations
Web Service | Considerations |
|---|---|
Get Supplier Contracts
Submit Supplier Contract |
WSS uses the information gathered from the Get web service to determine if a WSS contract already exists in Workday. Workday uses the Submit web services as an initiating action to create supplier contracts, which are then integrated into WSS. |
Get Supplier Contract Amendments
Submit Supplier Contract Amendment |
WSS uses the information gathered from the Get web service to determine if a WSS contract amendment already exists in Workday. Workday uses the Submit web services as an initiating action to create supplier contract amendments, which are then integrated into WSS. |
Connections and Touchpoints
Connection | Considerations |
|---|---|
Procurement | You can account for invoice price variances and how they impact the average cost purchase items and supplier items. |
Supplier Accounts | You can onboard suppliers and transfer supplier information between WSS and Workday. You can use the integration to synchronize the onboarding of new suppliers. We enable supplier contacts to synchronize edits to their own information. |
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.