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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up the Supplier Portal

Steps: Set Up the Supplier Portal

Security:
Self-Service: Supplier Contact Tasks
 domain in the Procurement functional area.
The supplier portal gives your supplier contacts access to business documents, ability to submit their own updates, and enables them to maintain their own contact information. You can configure the supplier portal by adding or removing worklets from the dashboard.
  1. (Optional) Activate approved prospective suppliers created through your external supplier site.
  2. Create a supplier contact.
  4. Access the
    Maintain Dashboards
     task and edit the
    Invoices and Payments
    ,
    POs and Catalogs
    , and
    Request for Quotes
     dashboards.
    Security:
    Set Up: Tenant Setup - Worklets
     domain in the System functional area to give your supplier contacts access to their accounts in Workday.
  5. Use the
    Worklets
     section on the
    Content
     tab of each dashboard to add any worklets that you want to display with graphics.
  6. Use the
    Menu
     section on the
    Content
     tab of each dashboard to display a customized menu.
  7. Modify supplier details to route contact information, alternate names, and settlement bank information for approval.
  8. Suppliers must configure their
    Home
     landing pages to display the POs and Catalogs dashboard, Invoices and Payments dashboard,
    Contact and Banking
     worklet, and Request for Quotes dashboard.
  9. (Optional) Select the
    Enable Supplier Portal Custom Validations
     check box on the
    Edit Tenant Setup – Financials
    task.
    This option enables you to set up custom validations for supplier documents that external supplier contacts submit though the Supplier Portal.
When your supplier contacts sign in to Workday, the
Invoices and Payments
,
POs and Catalogs
, and
Request for Quotes
 worklets display on the Home page. They can use the worklets to view invoices, recent payments, purchase orders, catalogs, request for quotes, and other information.
Suppliers can:
  • Submit changes on the supplier portal, and Workday routes the change to the role you configure on the supplier.
  • View, print, and respond to request for quotes.