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Administrator Guide
Last Updated: 2023-06-23
Steps: Integrated Search for Item Management

Steps: Integrated Search for Item Management

Configure purchase item request templates to review and edit your draft purchase items.
Security:
Access External Search Partner: Item Management
 domain in the Inventory and Procurement functional areas.
You can integrate and search for items on an external catalog hosted by a third-party partner and create fully attributed items as new purchase items in Workday.
  1. Access the
    Maintain External Search Provider
     task:
    As you complete the task, enter values for these
    Configuration Attributes
     for your external item catalog:
    • Environment
    • Version
    Security:
    Set Up: Procurement
     domain in the Procurement functional area.
  2. Access the
    Maintain Purchase Item Request Types
     task.
    Create a new purchase item request type and select the
    Search External Catalog
     option.
    Security:
    Set Up: Purchase Item Request
     in the Procurement functional area.
  3. (Optional): Access the
    Maintain Item Identifier Type
     task.
    Configure these universal item identifier for corresponding external catalog attributes:
    • Contains Human Tissue
    • Contains Latex
    • Implantable
    • Patient Chargeable
    • Reprocessed
    • Requires Sterilization
    • Single Use
    • Sterile
    Security:
    Set Up: Procurement
     domain in the Procurement functional area.
  4. (Optional): Access the
    Create Supplier Contract Amendment
     task.
    Populate the
    Contract Reference
     field on your supplier contracts with the corresponding contract numbers in your external catalog.
    Security:
    Supplier Contract Amendment Event
     business process in the Supplier Contracts functional area.
Workday displays the
Search External Catalog
 option based on the Purchase Item Request Type you select.
You can search external item catalogs by accessing these tasks:
  • Mass Maintain Purchase Items
  • Request New Purchase Items