Create a Requisition (Supplier Punchout)

Create a Requisition from a Supplier Punchout in Workday.

Employees

Workday

• Step 1. On the Workday homepage, type Create Requisition in the search bar and select the Create Requisition task from the search results.
• Step 2. On the Create Requisition screen, enter the required fields if not auto-populated and click OK.
  • Update Requester name if entering a request for another employee.
  • Update Company name if entering a request for another institution.
  • Select the appropriate Requisition Type. Requisition Type is required to complete requisition.
  • Validate the Deliver-To and Ship-To addresses are correct. Select different values, if needed.
  • Enter a Driver Worktag: Program, Grant, or Project. The assigned related worktags will default on to the requisition. Update the Additional Worktags, if needed.
• Step 3. To create a request from a supplier punchout, click the Connect to Supplier Website hyperlink.
• Step 4. The Connect to Supplier Website screen displays. Click the Connect button for the selected supplier.
• Step 5. The supplier’s website displays with available goods. Select items and click Add to Cart. Once done shopping, click the Cart icon
• Step 6. The Cart screen displays. Click Create Order Requisition.
• Step 7. The Checkout screen displays. Attach supporting documentation, as necessary. Click Continue Securely.
• Step 8. Review and confirm your order. Click Submit Order Requisition.
• Step 9. The Workday View Cart screen displays. Click Checkout.
• Step 10. The Checkout screen displays with fields automatically populated from the punchout session. Complete the following:
  • Enter Request Date.
  • Enter Internal Memo to the buyer, if needed.
  • Verify information in the Item line(s), editing as needed.
  • Click Submit. Note that a commitment against the budget is not created until the requisition is approved.
• Step 11. The submission screen appears with the overall details and process of the requisition. Click Next Step.
  Note: The Next Step process automatically directs the initiator to their inbox to answer question(s) on the required Complete Questionnaire form. If submitted on behalf of the requestor, they will receive an inbox task to complete the form.
• Step 12. Complete the Questionnaire. Click Submit. Note that once you click Submit, the request is routed for approval.

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