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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Supplier Contracts from Requisitions

Steps: Create Supplier Contracts from Requisitions

You can use Workday to source a requisition directly into an obligation-type supplier contract. This configuration enables you to view the origin of a contract, approval process, and fund eligibility. Example:your business partners know the supplier and want a contract attached to the requisition. We don't support line splits on supplier contracts generated from a requisition. You can't add these values on supplier contract request-type requisitions:
  • Catalog items
  • Project-based lines
  • Punchout connections
  • Supplier items
  1. Access the
    Maintain Requisition Types
     task.
    Select the
    Supplier Contract Request
     option.
    Security:
    Set Up: Procurement
     domain.
  2. From the Related Actions menu of the
    Requisition Event
     business process, select
    Business Process > Edit Definition
    .
    Add a business process step and select the
    Create Supplier Contract from Requisition
     option from the
    Specify
     prompt.
    Security: These domains:
    • Business Process Administration
       in the System functional area.
    • Manage: Business Process Definitions
       in the System functional area.
    • Process: Supplier Contract - Create from Requisition
       domain in the Supplier Contract functional area.
  3. Access the
    Create Requisition
     task.
    Create a requisition with the
    Supplier Contract Request
     requisition type.
    Select lines from the requisition to copy to the new contract.
    (Optional) Add spend attachment categories on your supplier contracts.
    Security: These domains in the Procurement functional area:
    • Self-Service: Requisition
       domain
    • Process: Requisition - Create/Edit
       domain
  4. (Optional) From the related actions menu on the
    View Requisitions
     report, select the
    Create Supplier Contract
     option.
Workday:
  • Sources directly to a supplier contract for obligation-type supplier contracts.
  • Liquidates any commitments on the requisition when you approve the contract.
  • Hides these fields at checkout:
    • Credit Card
    • OFC
    • Supplier Memo
During the approval process of the requisition, you can create supplier contracts from Inbox notifications.