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Workday User Guide
上次更新時間 ：2024-07-26
Steps: Set Up Requisition to Project Integration

Steps: Set Up Requisition to Project Integration

  • If you're using the
    Requisition Worklet
    , select
    RFQ required
     from the
    Advanced Checkout
    .
  • Security: These domains:
    • Process: Requisition - View
       in the Procurement functional area for user groups that require access to this feature.
    • Workday Graph API Applications
       in the System functional area for all users.
You can create sourcing projects in Strategic Sourcing automatically when you create a requisition in Workday.
  1. In Strategic Sourcing, select
    Generate Token
     from your user profile to generate API token information.
  2. In Workday, access the
    Edit Tenant Setup – Financials
     task and enter this information in the
    Strategic Sourcing Experience
     section:
    • API Key
    • User Token
    • User Email
    Select
    Create Sourcing Projects Automatically when Requisitions Lines are RFQ Required
    .
  3. In Strategic Sourcing, access the default project type in
    Company Settings
    . Select the
    Requester
     field on the
    Project Information
    Customize Layout
     section.
Requisitions that are sent to Strategic Sourcing to be sourced are displayed as unsourced lines on the Requisition Sourcing Console. You can't source these lines to a Purchase Order in Workday.

這部分內容不屬於《Workday Administrator Guide》。