Create Requisitions in the Requisitions Worklet

You can use the

Requisitions

worklet to create requisitions with:

Catalog items.

Items from external suppliers.

Noncatalog items.

Project-based items.

You can also place orders for commonly ordered items.

Access the

Requisitions

worklet from the Menu on your Home page.

In the

Requisition Details

card, address any requisitions that require attention.

You can’t create any requisitions until you complete requisitions with the

Attention Required

status.

Create a requisition.

You can either:

Click

Start Requisition

on the

Requisition Details

card.

Select an ordering method on the

Ordering Methods

card.

You can set a default ordering method for

Start Requisition

with the

Default Requisition Ordering Method

option in the

Edit Tenant Setup - Financials

task.

See Reference: Requisitions Worklet Ordering Methods.

Follow the procedure for your selected ordering method.

Ordering Method	Procedure
Search Catalog	Search for and add catalog items. We calculate the fulfillment source and site of an item based on a quantity of 1 item in Search. When you add items to your cart and submit the requisition, Workday recalculates the fulfillment source and site. Workday changes the fulfillment source and site of items in your cart depending on the quantity of requested items and the timing of your order.
Non-Catalog Search	Complete the fields in the Non-Catalog Request form. Add the item to your cart.
Connect to Supplier Website	From the list of available supplier websites, select your desired supplier using the Connect option. Follow the instructions on the supplier website. After completing the instructions on the supplier website, Workday redirects you to your cart for checkout. Complete any requisition fields with missing information.
Add from Templates and Requisitions	Select a requisition from Requisition Templates or Past Requisitions .
Select from My Procurement Favorites	Select an item from your list of allowed favorites. Add the item to your cart.
Request Project-Based Services	Create project lines and enter the information in each field. Add the item to your cart.

Your completed requisition order is ready for checkout. To view the items and their quantities in your cart, click

My Cart

Once your requisition is in checkout, select either:

Edit More Details

to edit the fields in the requisition header.

The main checkout page to edit the quantity and worktags of each requisition line.

Edit More

to edit the details of a single requisition line.

Access Advanced Checkout

to use the legacy checkout, where you can access more fields for each requisition line.

From the

Open

tab on the

Requisitions

list, you can view requisitions and their statuses. Approved requisitions display in the

Open

tab as

Awaiting Order