The first step taken when commodities or services are needed is the submission of a requisition. This business process (cradle-to-grave shown below) begins and ends in Workday.
Steps 1 and 5 are completed by the requisition requestor, step 2 is completed by approvers, and steps 3, 4, 7, and 8 are completed by central finance departments.
- Create and submit requisition
- Requisition is approved by all approvers
- Source goods/services
- Create and issue purchase order
- Create a receipt
- Create supplier invoice
- Match invoice to purchase order and receipt
- Pay supplier