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Documentation
Administrator Guide
Last Updated: 2023-06-23
Change Supplier Information

Change Supplier Information

  • Create the supplier in Workday and verify that the approval status is
    Approved
    .
  • Access the
    Maintain Reasons for Supplier Status Changes
     task to define reasons for changing supplier statuses.
  • Configure the
    Supplier Change Event
    business process and security policy in the Suppliers functional area.
You can change supplier details to maintain or set up supplier information.
  1. Access the supplier to change.
    To locate the supplier, use the
    Find Supplier
     report.
  2. From the related actions menu of the supplier, select
    Create Supplier Change
    .
  3. Select the areas that require updates, or
    Select All
     to access each of these areas:
    • Supplier and Tax Details
    • Payment Details
    • Supplier Hierarchy
    • Contact Information
    • Settlement Bank Account
    • Related Worktags
    • Alternate Names
    • Procurement Options
    • Classifications
    • Contingent Worker Options
    • Attachments
      You can attach documents with the file types listed in the
      Edit Tenant Setup - System
       task.
Workday displays a grid that contains 2 rows on the
Change History
 tab after you make a change for the first time. The latest approved change displays at the top of the grid, followed by changes that go back in supplier history based on the date.
After you submit supplier changes for review and approval, the
Change History
 tab includes:
Field Name
Descriptions
Version
Every submitted change increments the version by 1.
Status and Date
Possible version statuses:
  • Change Request in Process
    : There are changes to the supplier in review and waiting for approval.
  • Current Approved Change
    : The current version of the supplier.
  • History
    : The previous version of the supplier.
Created On
: The date when you create the supplier change.
Effective Until
: Applies to a history version. The date until the version was effective.
Created by
: The worker who created the change.
Changed
The areas checked when the
Create Supplier Change
 was created.
Workday creates a supplier change request in
Draft
 status. You can't initiate a new supplier change until the current supplier change is either:
  • Canceled before approval using the
    Supplier
    Cancel Pending Supplier Changes
     from the related actions menu.
  • Approved.
  • Review supplier updates in the
    View Supplier
     report.
  • To edit a supplier change before approval, select
    Edit Supplier Change
     or
    Edit Pending Change
     from the related actions menu on a supplier.
  • Access the
    Supplier Change History
     report to view changes to the history of these supplier information categories:
    • Alternate Names
    • Attachments
    • Classifications
      .
    • Contact Information
    • Contingent Worker
    • Intermediary Bank Accounts
      .
    • Invoices and Payments
      .
    • Payment Details
      .
    • Related Worktags
      .
    • Settlement Bank Accounts
      , except for intermediary bank accounts.
    • Procurement Options
      .
    • Supplier Connections
      .
    • Supplier Hierarchy
      .
    • Tax Details
      , except for tax identification information.
    • Supplier and Tax Details