Create Supplier Catalogs and Load Items

Configure the Catalog Load
business process and security policy.

Security: Process: Supplier Catalog
and Self-Service: Supplier Contact - Catalogs
domains in the Supplier Contracts functional area.

Configure supplier contracts for the items.

You can create supplier catalogs, load catalog items with units of measure (UOM) and unit prices, and associate UOMs with alternate item identifiers. You can then route the catalog load request for review and approval.

Access the

Create Supplier Catalog

task.

Click

Load Items

to access the

Catalog Load Request

task.

As you complete the task, consider:

Option	Description
Effective Date	The date for the catalog items you're creating, updating, or inactivating.
Select Existing Items to Update	Select to pull existing catalog items into your catalog load request so you can update or inactivate them.
Default Lead Time in Days	Specify the number of days between the issue date of the purchase order and the expected delivery date. Workday uses the lead time you specify to calculate due dates on purchase orders.
Catalog Item	To change an existing catalog item, select a catalog item from the prompt.
Action	Workday automatically populates the field to Update . You can override the option with: Inactive : You can't select a catalog item for new requisitions or purchase orders when it's inactive. No Change : The catalog item hasn't changed since the last catalog load and requires no further processing on the effective date.
Supplier Item Identifier	Enter the supplier item identifier to add a catalog item. The field automatically populates from the catalog item when you select an existing catalog item.
Spend Category	When you select this item as a worktag in a transaction, Workday automatically includes its category as a worktag.
Purchase Item	Select a purchase item to associate with the supplier catalog item. You can search for catalog items using the item identifier of the associated purchase item. Workday displays matching purchase and catalog items associated with the purchase item. If you store supplier information on the purchase item, Workday suggests you select the purchase item before you enter other information. This ensures consistent supplier data.
Commodity Code	Select a standard product taxonomy code. Example: UNSPSC or NIGP.
Base Unit of Measure	Populates if linked to a purchase item. Otherwise, Workday recommends that you enter the base UOM when you're defining multiple UOM.
Packaging String	Enter or update the packaging string of the item to give users visibility to the different units of measure and their conversion factors. Example: CS/10BX/200EA When you associate a purchase item to a catalog item during the catalog load process, Workday automatically populates the packaging string of the purchase item.
Lead Time	Enter the lead time for this catalog item if it varies from the Default Lead Time in Days in the header of the catalog load request.
Item URL	Enter a URL when the supplier has a website to access more details about the catalog item.
Item Tags	Item tags associated with the catalog item, punchout item, or purchase item.

As you complete the

Ordering Units of Measure

and

Just In Time Units of Measure

section, consider:

Option	Description
Conversion Factor	Enter the number of base UOMs comprising that UOM. Workday recommends that you keep conversion factor values consistent between the catalog item and the associated purchase item. On procurement documents, Workday populates the Conversion Factor from the purchase item you associate with the selected catalog item.
Default	Select 1 UOM as default for ordering.
Lead Time	The lead time of a UOM overrides the lead time of an item.