Purchases: Create a Requisition

Employees


Create a Requisition:


  1. From the Workday home page, navigate to the search bar and type "Create a Requisition" or click the ExpensesPurchases application. If you don't have the Expenses & Purchases application on your home page and would like to add it to your home page, click here.
  2. Click "Request Non-catalog Items" from the actions menu.
  3. Confirm your Company, Requester, Currency, Ship-To address, and optionally, Requisition Type, Cost Center, Location, Region, and Additional Worktags (these will automatically populate based on the Requester field).
  4. Click the OK button.
  5. Choose the "Non-Catalog Request Type". This is either a good or a service, depending on what you're wanting to buy.
  6. Fill out the "Goods Request Details" form. All required fields (Item Description, Spend Category,Quantity, Unit Cost, Unit of Measure) are indicated by a *. Then click Add to Cart.
  7. You will now have the option to add another good/service to your order. Once you're done adding items, click the shopping cart icon in the upper right hand corner to review your cart and click Checkout to begin the checkout process. Completing the checkout process is how to complete your requisition.
  8. Fill out the "Requisition Information" form.

    Please note: If you need to split the cost of an item(s) with another department/ person, scroll down to find the good/service. Then scroll all the way to the right and you'll see the split column. Click the 0 icon and you'll have the option to split by amount or quantity.

  9. If you have a quote for this order please attach it in the "Attachments" section. You can attach a quote by dragging and dropping the file in the file or by clicking the "Select Files" button to then choose the file you wish to upload.
  10. Click Submit to submit your requisition.
  11. View the submitted request and any approvals needed by the University by expanding the Details and Process section. Click Done to complete your requisition.


Your screens and processes may vary slightly from this document.