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Administrator Guide
Last Updated: 2024-06-28
Steps: Set Up Supplier Contract Connector

Steps: Set Up Supplier Contract Connector

  • Set up Workday Strategic Sourcing (WSS) and WSS user roles.
    You can only run this integration as a company admin.
  • Verify that Workday SSO configuration is complete and accurate. See Steps: Configure Single Sign-On (SSO) for Workday Strategic Sourcing.
  • Synchronize suppliers between Workday and WSS.
  • Set up these security domains. You can access and run the
    Test Domain Permissions
     task to check if the user belongs to a security domain. If not, configure these domains with the proper users who access WSS:
    • Integration Event
       in the Integration functional area.
    • Process: Supplier Contract
       in the Supplier Contracts functional area.
    • Self-Service: Account
       in the System functional area.
    • Workday Strategic Sourcing
       in the Procurement functional area.
  • Set up these business process and security policies:
    • Supplier Contract Event
    • Supplier Contract Amendment Event
When you create or revise supplier contracts in WSS, the associated contracts in Workday update during the next integration run.
Contracts only update in Workday when the supplier contract in WSS:
  • Is active.
  • Has a financial company or company hierarchy, Workday contract type, supplier, requester, and sourcing owner.
  1. In Workday, Access the
    Activate Account Provisioning
     task.
    Select
    Strategic Sourcing
     as an
    SSO Service
     and check that the
    Environment
     column populates with the correct tenant environment, whether it's in an Implementation, Production, or Sandbox environment.
    Configure only 1 entry on the Strategic Sourcing grid. Disable incorrect entries, if there are multiple rows in the grid.
    Security:
    Set Up: Account Provisioning Applications
     in the System functional area.
  2. In Strategic Sourcing, access the
    User Profile
     for the company you want to enable the integration for.
    • Select
      Generate Token
       from the
      Personal API Token
       section.
    • Copy the
      API Token
       and
      User Token
      .
  3. In Strategic Sourcing, enable these feature flags:
    Feature Flag
    Functions
    contracts
    Enables the contracts module.
    contracts_workday_connector
    Enables the contract synchronization between both WSS and Workday, and enables companies and company hierarchies. Check in these fields for each contract type.
    contract_multi_currency
    Enables the ability to select a currency per contract.
    Contract_revisions
    Adds the
    Revise
     option to active contracts and enables you to make revisions in WSS to active contracts that sync to Workday.
    record_notifications
    Displays any errors encountered when importing the WSS contract through the integration.
  4. Access the
    View Integration Template
     report.
    Select the
    Workday Strategic Sourcing Contract Integration
     template.
  5. From the related actions menu of the
    Workday Strategic Sourcing Contract Integration
     template that you just created, create an integration system for 1 or more services.
    Workday recommends that you create 2 integration systems for 2 services to:
    • Send all eligible contract types into WSS.
    • Pull all the new active contracts and amendments into Workday.
  6. Access the
    Create Integration System
     task.
    Workday recommends that you select
    Yes
     for both the
    Auto Complete Contract
     and
    Submit Contract
     integration attributes.
    This configuration ensures that WSS creates supplier contracts in
    approved
     status.
    Security:
    Integration Build
     domain in the Integration functional area.
You can take action on your supplier contracts once you sync them with Workday, like adding lines, creating purchase orders, supplier invoices, and receipts in Workday. The spend transaction amounts that you maintain in Workday are then visible on the WSS contract. You can factor those amounts into your next contract renewal or extension in WSS.