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Administrator Guide
Last Updated: 2023-06-23
Setup Considerations: Supplier Contract Connector Integration

Setup Considerations: Supplier Contract Connector Integration

You can use this topic to help make decisions when planning your configuration and use of the Workday Strategic Sourcing Supplier Contract Integration. It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

The Supplier Contracts Connector Integration enables you to synchronize supplier contracts between Workday Strategic Sourcing (WSS) and Workday.

Business Benefits

The Supplier Contracts helps provide a single source of truth for your contract information, enabling WSS to receive changes to supplier details on a regular basis to ensure accuracy. The integration enables you to:
  • Configure and edit contracts that originated in Workday in WSS.
  • Identify contract header information in Strategic Sourcing that you can sync into Workday.

Use Cases

We enable you to connect your supplier contracts between Workday Procurement and Workday Strategic Sourcing. We also better enable you to improve your error handling between developers and sourcers.

Questions to Consider

Questions
Considerations
Have you completed SSO setup steps in Strategic Sourcing?
As you complete the SSO setup, consider.
  • Workday tenant name.
  • Which data center is your tenant hosted in?
  • Have you been able to complete tenant mapping in WSS? Check with your integration consultant.
I haven’t done anything to the WSS contract (no direct updates and no revisions), but it seems to generate an amendment on the next integration run.
Workday updates WSS contract after they're imported.When you configure the
external_id
 field, Workday considers this as an update to the WSS contract, and uses the integration to create an amendment if the contract already includes transactions. WSS updates the existing contract for Workday contracts with these statuses or that don't include transactions:
  • Approval
  • Draft
  • In Process
You can expect Workday to create at least 1 amendment against the contract after the first import.

Recommendations

None.

Requirements

No impact.

Limitations

  • Attachments on WSS contracts can't exceed 30MB in size.
  • We recommend you name contract attachments without underscores.

Tenant Setup

No impact.

Security

Domains
Considerations
Integration Event
 in the Integration functional area.
Enables users to take related actions to launch and schedule an integration. Users need to have View and Modify report and task permissions.
Process: Supplier Contract - Create/Edit
 in the Supplier Contracts functional area.
Enables users to retrieve sets of companies and hierarchies they can access when they create contracts in WSS [using a Workday-owned contract type]. Users need to have View and Modify report and task permissions.
Process: Supplier Contract - View
 in the Supplier Contracts functional area.
Enables users to view spend transaction amounts on contracts. Users need to have View and Modify report and task permissions.
Self-Service: Account
 in the System functional area.
Enables the transfer of user information between Workday and WSS. Users need to have View report and task permissions.
Set Up: Account Provisioning Applications
 in the System functional area.
Enables users to activate account provisioning. Users need to have View and Modify report and task permissions.
Workday Strategic Sourcing
 in the Procurement functional area.
Enables users to access the WSS worklet tile. Note that this domain only supports unconstrained security groups. We recommend you create a user-based security group that includes users that need access to WSS. Users need to have View and Modify report and task permissions.

Business Processes

Business Process
Considerations
Supplier Contract Amendment Event
Enables the WSS Connector to crate and update contract amendments in Workday.
Use the
Submit Supplier Contract Amendment
 web service to configure the
Business Process Policy
 initiating action.
Supplier Contract Event
Enables the WSS Connector to create and update contracts in Workday.
Use the
Submit Supplier Contract
 web service to configure the
Business Process Policy
 initiating action.

Reporting

You can use the
Integration Errors
 tab on the
Contracts
 module in WSS to view all your contracts that have integration errors. Individual contract pages also include an
Integration Errors
 section where you can view the details of any errors.

Integrations

Web Service
Considerations
Get Supplier Contracts
Submit Supplier Contract
WSS uses the information gathered from the Get web service to determine if a WSS contract already exists in Workday. Workday uses the Submit web services as an initiating action to create supplier contracts, which are then integrated into WSS.
Get Supplier Contract Amendments
Submit Supplier Contract Amendment
WSS uses the information gathered from the Get web service to determine if a WSS contract amendment already exists in Workday. Workday uses the Submit web services as an initiating action to create supplier contract amendments, which are then integrated into WSS.

Connections and Touchpoints

Connection
Considerations
Procurement
You can account for invoice price variances and how they impact the average cost purchase items and supplier items.
Supplier Accounts
You can onboard suppliers and transfer supplier information between WSS and Workday. You can use the integration to synchronize the onboarding of new suppliers. We enable supplier contacts to synchronize edits to their own information.
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.