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Administrator Guide
Last Updated: 2026-04-03
Reference: Procurement Capabilities

Reference: Procurement Capabilities

You can view high-level feature descriptions for the capabilities in this product area.

Item Management

Provides the ability to:
  • Define workflows for requesting, creating, and mass updating purchase items.
  • Create supplier catalogs.

Purchase Orders

Provides the ability to issue purchase order (PO) documents to suppliers. The functionality supports:
  • Sourcing from requisitions and supplier contracts.
  • Creating and managing acknowledgment transactions and advanced ship notices.
  • Amortization schedules for prepaid POs that feed into supplier invoices.
  • Tracking and managing backorders and item substitutes.
  • Visibility into contingent workers.
  • Attaching relevant documents in appropriate attachment categories.
  • Showing and editing spend amounts for budget control.
  • Showing, calculating, and liquidating obligation amounts in the case of commitment accounting.

Receipts

Provides the ability to manage receipts, submit receipts for approval, create receipt adjustments, and put away items into inventory. The functionality supports:
  • Scanning receipts through mobile.
  • Attaching procurement documents to receipts.
  • Initiating returns.

Request for Quote

Provides the ability to create, manage, and award requests for quotes (RFQs).

Requisitions

Provides the ability to approve and source requests for goods and services. The functionality supports managing requisitions from these ordering methods:
  • Catalog searches
  • Non-catalog item requests
  • Supplier websites configured to connect to Workday
  • Project-based services
  • Requisition templates
  • Favorited goods and services from previous requisitions

Spend Control

Supports the ability to manage and create procurement rules. The functionality provides the ability to:
  • Report on procurement spend metrics.
  • Manage procurement documents.
  • Roll forward procurement documents.
  • Schedule PO creation from requisitions and supplier contracts.
  • Schedule PO issuing.
  • Issue PO change orders and supplier contract amendments.
  • Manage accounting for supplier invoice amortization installments.
  • Match invoices against corresponding POs and receipts.
  • Configure accounting rules.

Supplier Contracts

Provides the ability to:
  • Create and manage supplier contracts.
  • Establish and record payment terms.
  • Restrict supplier selection on transactions.
  • Define contract renewal terms and notifications before contracts expire.
  • Manage purchase order and supplier invoice installments.
  • Maintain supplier catalogs.

Suppliers

Provides the ability to categorize suppliers. The functionality supports:
  • Creating and managing supplier and banking records.
  • Integrated supplier risk monitoring.
  • Diverse sourcing opportunities.
  • Defining of priority-ranked suppliers for purchase items.
  • Tracking and management of back orders from suppliers.