Steps: Set Up Sourcing of Requisitions

Create requisitions.

You can source requisition lines to new purchase orders, existing purchase orders, or stock requests. Set up your sourcing options to source requisitions:

Manually.

Automatically, on a schedule.

To 1 purchase order.

Create Sourcing Rules for Requisitions.

You can create rules to:

Populate values on purchase orders based on the requisition values.

Associate buyers to suppliers without supplier contracts, when you enable automatic souring of noncatalog lines.

Associate buyers to the areas for which they're responsible.

(Optional) Access the

Edit Tenant Setup - Financials

task.

To source requisition lines with different supplier contracts to 1 purchase order when these values match, select the

Enable Consolidation of Requisitions Across Supplier Contracts

check box:

Company

Supplier

We display the supplier contracts at the line level on resulting purchase orders.

Workday never consolidates punchout lines with other types of lines. Punchout lines must remain on exclusive purchase orders so suppliers can accept the purchase orders.

Security: Set Up: Tenant Setup - Financials
domain in the System functional area.

See Reference: Edit Tenant Setup - Financials.

(Optional) Access the

Edit Company Procurement Options

task.

Set up sourcing options for companies on the

Sourcing

tab.

Security: Set Up: Company General
domain in the Common Financial Management functional area.

See Reference: Company Procurement Options.

(Optional) Schedule Automatic Sourcing of Requisitions.

(Optional) From the related actions menu of the Requisition Event
business process, select

Business Process

Edit Definition

To route Inbox tasks for manual sourcing of approved requisitions, add these action steps to the Requisition Event
business process:

Source Service Requisition

Source Goods and Services Requisition

Source Goods from Storage

(Optional) Access the

Create Business Process Definition (Default Definition)

task.

To use the

Source Requisitions

task, configure the Requisition Sourcing Event
business process and security policy in the Procurement functional area.

You can use the

Source Requisitions

task to manually source and consolidate multiple requisitions at once.

Workday 32 What’s New Post: Workday 32 - Multiple Companies on Requisitions

Reference: Sourcing Requisitions

The Next Level: Requisitioning and Sourcing in Workday Procurement