Create Requisition | Scribe

    Create Requisition

    • Andrea Jaroslawski |
    • 28 steps |
    • 2 minutes

    Create Requisition

    1
    - Type **Create Requisition** in the search bar.
    2
    - The fields listed below autofill to your default settings. Make changes as needed. - Requester: defaults to person creating record, but should be the person requesting the item/service. - **Company: select Company listed on the Project record if applicable.** - Currency: autofills to Project record setting. - Deliver-To: defaults to your location. - Ship-To: defaults to your location address.
    3
    - Select [[Requisition Type]]. - **Project Requisition** if coding to a billable or non-billable project. - **Non-Project Requisition** if not coding to a project.
    4
    - Select the [[Project Task]] (if applicable). - For Non-Project Requisition's, leave this field blank.
    5
    - Select [[Billable line]] in the **Billable flag for Req/PO** field (if applicable).
    6
    - Click [[OK]].
    7
    - Click [[Request Non-Catalog Items]] on the **Create Requisition** screen.
    information ordinal icon
    The [[Search Catalog]] is a pre-established supplier catalog built in Workday. This feature is used by the Enthalpy Laboratories’ business.

    Request Goods

    8
    - Select[[ Request Goods]] under **Non-Catalog Request Type**.
    9
    - Enter [[Item Description]].
    10
    - Select [[Spend Category]].
    11
    - Select [[Supplier]].
    12
    - Enter [[Quantity]]. - Enter [[Unit Cost]]. - Select [[Unit of Measure]],
    13
    - Enter information in the [[ Memo ]]field (optional).
    14
    - Click [[Add to Cart]].

    Request Service

    15
    - Click [[Request Service]].
    16
    - Enter [[Description]].