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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Purchase Items for Procurement

Steps: Set Up Purchase Items for Procurement

You can configure purchase items as internal master items for standard goods and services. Set up purchase items for Procurement by configuring item setup options and item attributes, such as ordering units of measure. You can also set up your purchase items with:
  • Supplier information.
  • Advanced pricing.
  • Sourcing priorities.
  • Inventory site options.
  1. (Optional) Access the
    Edit Tenant Setup - Financials
     task.
    Configure the
    ID Generator for Purchase Items
     to populate purchase items with sequential item identifiers in the order they're created.
    See Reference: Edit Tenant Setup - Financials.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  2. (Optional) Select the
    Enable Catalog Data and Pricing for Purchase Item
     check box on the
    Edit Tenant Setup - Financials
     task.
    Select to edit catalog item information on purchase item tasks, such as supplier item identifier and units of measure.
  3. (Optional) Select the
    Enable Patient Charge Information
     check box on the
    Edit Tenant Setup – Financials
     task.
    Workday then displays a
    Revenue Center
     prompt on the
    Patient Charge Information
     tab on purchase items. You can then view and select revenue centers for the item using the
    Maintain Revenue Centers
     task.
  6. (Optional) Access the
    Maintain Patient Charge Information
     task to manage:
    • Healthcare Common Procedure Coding System (HCPCS).
    • Charge Description Master (CDM) codes to your clinical documentation.
    Security: These domains in the Procurement functional area:
    • Set Up: Procurement
       domain
    • Security:
      Manage: Patient Charge Information
       domain
  • Access the
    Update Procurement Item Image
     task to upload up to 5 images for a purchase item into Workday.
  • Add the item to your cart when creating a requisition.
  • Use the
    Search Catalog
     task to view primary and secondary supplier options for purchase items that you can add to requisitions.
  • Report on purchase items using the
    Find Purchase Items
     report. You can also create custom reports accessible from the
    View Purchase Item
     report.
  • Set up Worksheets to create and maintain purchase item information.