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Administrator Guide
Last Updated: 2023-06-23
Freeze Company Spend

Freeze Company Spend

You can use Workday to freeze spend on procurement and expenses for a:
  • Company.
  • Supervisory organization.
  • Supervisory organization and its superiors.
  1. To freeze spend, configure an
    Approval
     step on these business processes and create condition rules:
    • Purchase Order Event
    • Requisition Event
    • Spend Authorization
  2. Select
    Worker Spend
    Manage Spend Freeze
     from the related actions menu of a company or a supervisory organization.
    Security:
    • Process: Spend Control and Analysis
       in the Procurement functional area.
    • Process: Spend Control and Analysis (Expenses)
       in the Expenses functional area.
  3. Select these check boxes to freeze spend on procurement and expense business documents:
    • Freeze Purchase Orders
    • Freeze Requisitions
    • Freeze Spend Authorizations
When workers submit business documents, the business process identifies whether a spend freeze is in effect. The approver then approves or denies the purchase order, requisition, or spend authorization.