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Administrator Guide
Last Updated: 2023-06-23
Create Requisitions

Create Requisitions

Security: Set up these domains in the Procurement functional area:
  • Process: Requisition - Create/Edit
  • Self-Service: Requisition
You can create a requisition for goods and services for yourself or on behalf of another worker. To request contingent worker services, use job requisitions.
  1. Access the
    Create Requisition
     task.
    Workday populates the:
    • Worktags from the worker's organizational role assignments.
    • Deliver-to location from the worker's work space.
    • Ship-to location from the worker's work address with a usage of shipping. If the worker profile has no shipping address, we populate the company default address with a usage of shipping.
    When you don't want a worker location to populate as a worktag on requisitions, clear the
    Default Worker Location on Spend Transactions
     check box on the
    Edit Tenant Setup - Financials
     task.
  2. Consider these shopping options:
    Option Description
    Search Catalog
    Create items for the search catalog using the
    Catalog Load Request
     task. Then, add the supplier catalogs to supplier contracts.
    Request Non-catalog Items
    This option isn't available for inventory replenishment or consignment-type requisitions.
    Connect to Supplier Website
    To configure links to connect directly to supplier websites, access the
    Maintain Supplier Links
     task.
    Request Project-Based Services
    Create projects and tasks for project-based services on the
    Create Project
     or
    Create Opportunity Project
     tasks.
    Add from Templates and Requisitions
    Create and maintain requisition templates using these tasks:
    • Create Requisition Template
    • Create Shared Requisition Template
    • Mass Maintain Requisition Templates
    Use the
    Template Search
     field when there are more than 4000 templates available.
    Select from My Procurement Favorites
    End users can manage catalog and purchase items tagged as favorites on the
    Manage My Procurement Favorites
     task.
  3. (Optional) To alternate between shopping options, select
    View Cart
     from the cart icon, then click
    Continue Shopping
    .
  4. When you change requisition values during checkout, consider:
    Option Description
    RFQ Required
    Unless you associate the requisition line to an RFQ line, you can’t source requisition lines with RFQ Required.
    Attachments
    Select the
    External
     check box to include the attachment on the resulting purchase order for the supplier to view.
    On the Advanced Checkout page, select the attachment categories to specify the type of document. You can define a business process step to route the purchase orders with a specific attachment category to an alternate approver.
    No Charge
    Select to indicate that there's no expected cost for the item.
    If sourced to a stock request, the Inventory transaction will still take the average item cost.
    By default we hide the
    No Charge
     field. You can configure the field on the
    Configure Optional Fields
     task.
    Users can selectively hide grid columns by clicking the icon on the top right-hand corner of the grid.
    To edit requisition lines en masse, you can select these options from the ellipsis icon at the bottom of the page:
    • Edit Address
      , for ship-to and deliver-to values, or to create an alternate address for all requisition lines.
    • Edit Requisition Defaults
      , for these values:
      • Requested delivery date
      • Worktags, splits, and templates
      • Supplier
      • Supplier order-from connection
      • RFQ requirements
      • No charge
    We recommend that you edit these default values after you add all your requisition lines.
    When you
    Edit Requisition Defaults
    , consider:
    RFQ Requirements
    Select
    Keep Current Selections
     to make no changes.
    Default Worktags and Splits
    • Copy from Worktags Template
      : Populates from a set of commonly used worktags or split allocations.
    • Use Default Worktags
      : Configure a set of worktags.
    • Use Default Splits
      : Splits allocations automatically by percentage. The split allocation percentage defaults don't apply to newly added requisition lines.
    No Charge
    Select All
     to apply the
    No Charge
     check box on all applicable requisition lines. Selecting
    No Charge
     will remove any splits on existing requisition lines.
    By default we hide the
    No Charge on Requisition Defaults
     field. You can configure the field on the
    Configure Optional Fields
     task.
    Hover over the fields to view the current values for your requisition.
  5. (Optional) Access the
    Mass Change Requisition Requester
     task to change the requester on completed requisitions and purchase orders.