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Administrator Guide
Last Updated: 2023-06-23
Create Purchase Item Lists

Create Purchase Item Lists

Create purchase items.
Security:
Set Up: Purchase Item
 domain in the Procurement functional area.
You can create a list of purchase items and restrict who purchases these items by requisition entities, ensuring that users can only create requisitions for authorized items. We also enable your users to view only items in the search catalog that are relevant to the requesting entity of their requisition. Example: You create a PPE purchase item list restricted by your cardiology department requesting entity.
  1. Access the
    Create Purchase Item List
     task.
  2. Add your items to the
    Purchase Items
     grid.
    When you don't associate a purchase item list to a requesting entity, then the purchase items on the list are unavailable for requisitioning, unless the item is also directly restricted to a requesting entity.
  3. On the
    Requesting Entities
     tab, select the requesting entities you want to restrict your items to. You can restrict your purchase item list to multiple entities.
When you create a requisition, Workday only displays the approved purchase items in the search catalog and in the item prompt of the requisition line. When you add an item to a purchase item list, the item is only available for requisitioning by a requesting entity authorized for the list.