Before you begin:

Verify Permissions and Supplier

  • Ensure you have the necessary permissions to enter a requisition.
  • Confirm that the supplier exists in Workday.


Identify Department and Spend Category 

  • Determine which department (new org codes) will be charged for the requisition.
  • Identify the spend category (new object codes) you will be using.


Prepare Supporting Documents

  • Gather any documents needed to support your requisition, such as proposals or quotes.

Instructions:

Step 1: Log into Workday and ensure you are on your home screen.

Step 2: Access the 'Create Requisition' task either through your top apps or by typing 'create requisition' in the search bar.

 

Step 3: Click ‘Start Requisition’ to begin.

 

 

Step 4:

  • Choose the ‘Request Type’ (Goods or Services).
  • Under ‘Supplier’ search part of your supplier’s name, click enter on your keyboard to search, then select it (example pictured below)

 

Note: If the supplier is not listed, they will need to complete a new supplier package. 

 

Step 5: Enter a ‘Request Description’ and select the appropriate ‘Spend Category’ (e.g., office supplies).


 

Step 6: Enter the Quantity, select the Unit of Measure, and enter the Price. (Based on quantity & price, the subtotal will automatically be calculated.)


 

Step 7: Click ‘Add to Cart’ (Optional: Copy the request description into the memo field.)


 

Step 8: Click the shopping cart icon, then click ‘Checkout’.


 

Step 9: Click ‘Attachments’ and upload the required supporting document.


 

Step 10: Review all details, edit any lines necessary, and add additional rows if needed. 

Step 11: Once satisfied with the requisition, click ‘Submit’

 Graphical user interface, applicationAI-generated content may be incorrect.

 

Step 12: To track the status of your requisition, click ‘Menu’ at the top left, then click ‘Requisitions.’ Once there, you can click the requisition to view its status.   


Cautionary Notes:

  • Ensure all required fields (marked with a red asterisk *) are filled out before submission.
  • Double-check the supplier's existence in Workday to avoid delays.

 

Tips for Efficiency:

  • Keep all necessary documents ready before starting the requisition process.
  • Familiarize yourself with the Spend categories to speed up the selection process.