Workday-FIN: Requisition Sourcing

Owned by Tammy Voigt
Jun 26, 2024
3 min read

 

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Overview:

This document explains how Buyers can source requisitions.

  • The recommended browser for accessing Workday is Google Chrome. However, Mozilla Firefox and Apple Safari may also be used.

Icons referred to in This Document

 

Required Field

Prompt

Calendar

Check Box

Requisition Sourcing Event

Note: Some fields may or may not be automatically populated. Any field that automatically populates should be left as is unless a change to the field is required. Fields that do not automatically populate should be entered in.

  1. Enter Source Requisitions in the Search bar and select the task.

  2. The Source Requisitions pop up displays.

  3. Company: automatically populates.

  4. Select OK.

  5. The Select Requisition Lines for Sourcing page displays.

  6. Fulfillment Source: automatically populates; use the Prompt to change Fulfillment Source if applicable.

  7. (Optional) Fill in the fields under the Search Criteria section to narrow down Search Results.

  8. Select Search.

  1. The table refreshes with applicable results.

  2. Select the checkbox(es) to choose the lines for the requisition.

Note: Some requisitions have multiple lines associated with them. All lines associated with the requisition must be selected.

  1. Select OK.

  2. The Create Requisition Sourcing Request page displays.

  3. Fill in the following fields:

    1. (Optional) Name: enter a Name.

    2. Fulfillment Source: automatically populates.

    3. Add to Existing Purchase Order: use the Prompt to select Existing Purchase Order if applicable.

  4. Fill in the following fields under the Document Defaults section:

    1. Supplier: automatically populates.

    2. Purchase Order Type: use the Prompt to select the Purchase Order Type. Note: This field may automatically populate.

    3. Supplier Contract: use the Prompt to select the Supplier Contract to apply the purchase order to an existing contract

    4. Order-From Connection: Not applicable.

    5. Currency: use the Prompt to select the Currency.

    6. Consolidate: select the checkbox if applicable.

    7. Exclude Ship-To Address when Consolidating Requisition Lines: select the checkbox if applicable.

  5. Fill in the following fields under the Contact Information section:

    1. Issue Option: Not applicable; set through Supplier Accounts.

Note: XML should be selected for all punch-out purchase orders.

b. Bill-To Contact: automatically populates.

c. Bill-To Contact Detail: automatically populates.

d. Bill-To Address: automatically populates.

e. Ship-To Contact: automatically populates.

f. Ship-To Contact Details: automatically populates.

  1. Review and validate the following fields in the Goods Lines section:

    1. Spend Category

    2. Memo line

    3. USource

    4. Unit Cost

    5. Item

    6. Description

    7. Due Date

Note: The Due Date field should be blank.

  1. Select Submit.

Notes:

  • Once submitted, the PO is automatically routed to the correct PO approver for approval.

  • The initiator will receive a notification if the PO sourcing is denied.

  • Once approved, the PO will need to be Issued to finalize the PO.

  • For information on Issuing a PO, please review the Purchase Orders and Change Orders job aid.

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