Create Workday Requisitions from Awards
To automate the process of creating requisitions from awards in Strategic Sourcing, you can
create projects and mark awards for retrieval by the Award to Requisition
integration.
- Create a new project to award to a supplier.Select the company to create requisitions for. If you can't see your companies from Workday, Single Sign-On might not be configured correctly.The Award to Requisition integration doesn’t support segmented security for suppliers. Users who create projects can add suppliers that they don't have access to.
- From the project, select theSourcingtab, then build a request for proposal (RFP).To use the Award to Requisition integration, you must create sourcing events from a project.You can build the RFP using 1 or both of these methods:
- ClickingCreate New RFX, then clickingAdd a WD Requisition RFP.
- Adding goods and services lines directly in theLine Itemssection.
- Edit the event and add a requisition-enabled worksheet.Select either:
- Add a Services Requisition Worksheet
- Add a Goods Requisition Worksheet
- After the bidding process ends, award the RFP to a supplier.
- Access theAward Summary.In theAward Options Recommendationsection, clickCreate Requisition.
When the Award to Requisition integration runs, Workday retrieves the award data and creates
the requisition. Workday includes any attachments that are on the award.
After the integration creates a requisition:
- TheAward Summaryin Strategic Sourcing displays a link to the requisition in Workday.
- The requisition and any resulting purchase order in Workday display a link to the award in Strategic Sourcing.
When the integration fails to create a requisition, Strategic Sourcing displays a notification
on the
Award Summary
.To maintain consistency of data, Workday prevents you from changing some information
on requisitions created from awards. You can't:
- Add or remove lines.
- Change line details.
- Change supplier or fulfillment source when sourcing.
Depending on how you configured your integration, continue processing requisitions in Workday:
- Edit and submit requisitions when the integration creates them inDraftstatus.
- Review and approve requisitions when the integration submits them automatically.