Requisition Tips and Tricks

Canceling or Editing a Draft or In Progress Requisition or SIR

• If a Requisition or SIR are In Progress they can be easily edited or canceled by the person who created them.

Commodity Selection

• A commodity is required on all non-catalog requisitions.  This will help you decide which to choose and how to do so.

Creating a Marketplace Order

• This guide will help you create a Marketplace Order and process it into a Workday Requisition.

Creating a PO that will be Delivered to Someone Else

• This will show you how to ensure someone else’s name will be on a shipping label for an order.

Adding Favorite Suppliers Spend Categories and Worktags (FAOs)

• This will walk you though how to save and use Favorites in Workday.

Creating and Using Requisition Templates

• Templates make ordering frequently used items quicker.  This explains how to create and use them.

Editing a Requisition

• It is easy to edit a requisition.  Please keep in mind this will return the requisition to draft status and it will have to go through approvals again.

How to tell which ACM is working on your requisition

• You can see this information on your My Requisitions worklet, but there is another way to see who in Purchasing is working on your requisition.

How to Tell if Your PO was Sent

• You can confirm you Purchase Order was successfully sent to the supplier.  This will show you how to see that information.

Looking up order detail information on Requisitions and Purchase Orders

• This explains how to use some Reports to look up Requisition and Purchase Order details.

Looking for Shipment Notification on Orders

• Some Marketplace suppliers provide shipment notifications.  This will show you how to see that information if it is provided to us.

Requisition Check-List

• Steps to avoid delays in Requisition processing.  This provides details and suggestions for required attachments.

Visibility to Capital Requisitions

• Some Capital requisition will have the FAO number changed to a Project FAO.  If that happens you may think you can no longer see it, but you can.

Unassigning Carts in the Marketplace

• Marketplace carts can be assigned to other initiators for processing, but cannot be assigned to approvers.  If you have done that you will need to unassign the cart and process it into a Requisition in Workday.