Create A Procurement Request
CREATE A NEW REQUISITION
- Enter Create Requisition in the Search bar and select the Create Requisition task
- Specify the Requisition Type, the following are available:
- Blanket PO
-
Goods/Services Purchase
- Review/Update any of the fields on this Create Requisition Screen
Note: Click the question mark icon 
if you want to see the help information for fields on the screen.
Shipping Address
- Review the Default Deliver-To and Default Ship-To Addresses. Edit the addresses as needed.
Reminder: If you are ordering from WB Mason, you can select the Ad Hoc addresses at the Ship To field. The Ad Hoc addresses is from the Alternate Addresses you have previously entered on a requisition.
- Update or add any additional Financial Worktags.
- Click OK
- Click Request Non-Catalog Items
- The requisition currency defaults
- Specify the Non Catalog Request Type as Good or Service
If this is a Requisition for Goods
- Enter an Item Description
- Enter the Spend Category for the good or Click Prompt
to search for the Spend Category
- Specify your preferred Supplier if applicable*
- Select the Supplier Contract if one applies. This field is only select-able after you have entered a supplier that has an active contract
- Enter the Quantity, Unit Cost and Unit of Measure for the goods
Note: If you do not have a specific supplier designated, the RISD buyers use the Unit Cost as a maximum amount to spend. You will be notified if the item is not available within the maximum amount specified.
- Enter an optional Memo
- Click Add to Cart and then click OK
If this is a Requisition is for Services
- Enter the service Description
- Indicate the Spend Category for the service
- Specify your preferred Supplier if applicable*
- Indicate a Start and End Date
- Enter the Extended Amount for the service
- Enter an optional Memo, describing the service or relevant details
- Click Add to Cart and then click OK
- Add additional requests to your cart or click the Shopping Cart
in the upper right corner of the screen to continue to the checkout area
Cart
- Select Checkout if you do not need to make any changes to the items in your cart.
- Select the View Cart to make any changes to the Quantity or Description fields as needed. Click Delete
to remove an item
- Click Continue Shopping to enter additional requisitions or click
-
Checkout to finalize the requisition.
Checking Out
- Review the requisition information and make modifications to the goods and services information if needed.
Shipping Address
- Review the Default Deliver-To and Default Ship-To Addresses.
- If you need to use an Alternate address, select the Edit Address option from the bottom of the screen.
- Select Use Alternate Address to add another address to the requisition
- Click Apply
Review the Goods and/or Services sections
- The Request Date defaults to the current date. The date can be edited as needed
- Check the High Priority check box if the requisition is time sensitive
- Add a Memo to Suppliers or Internal Memo if applicable.
- Enter the Cost Center if not already defaulted. You can search by cost center number or cost center name
- Enter Additional Worktags as needed for Gift, Grant, Program, Project, or RISD Activity Codes
Splits (optional)
- If the requisition is being split, click the Splits icon
- Requisitions for goods can be split by either Amount or Quantity,
Services are split by an Amount. Click Done
- Scroll across the line items to enter the split information:
- If splitting by an Amount, either the Percent or Amount must be specified If splitting by quantity, a Quantity must be specified. Enter a Memo if applicable
- Enter the Cost Center
- Enter additional Worktags as needed for Gift, Grant, Program, Project or RISD Activity Codes
- Click Done
- Use the Add and Subtract Row icons to manage the rows
Attachments (optional)
- To add any attachments either Drop the files in the attachments area or click Select Files.
Note: it is highly recommended that you attach documentation detailing the items being requested so the buyers can source it correctly
After reviewing and making any additions, click Submit, which will route the requisition for approval.
Edit Requisition Defaults (optional)
- If you need to edit the requisition defaults, you can select the Edit Requisition Defaults option before you select submit.
You can edit the requisition defaults for lines on the requisition. For examples, apply a split on all lines.
Submit on the Check Out screen
- Select submit button when you want to send to approvals.
VIEW THE PROCESS HISTORY
- Navigate to the Workday My Tasks
- Click on the Archive tab
- Search for the task
- Events display as either Successfully Complete, or In Progress
- Click on an Event to view more details and information about its routing
- Click the Process tab
- Displayed are the steps in the process that have been either completed, are not required based on the process rules, or are awaiting action from a worker
- Click Remaining Process to view possible steps remaining in the process that may or may not be required based on the process rules
MY REQUISITIONS REPORT
Requisitions that have been submitted can be located using the My Requisitions report
- Enter My Requisitions Report in the Search bar and select the report
- Company defaults. Enter any filters that can narrow the search or click OK
- Requisitions display with type, amount, associated purchase order numbers, and request status
- Using the Related Actions icon from the requisition, hover over the Procurement tab and select either Add to Cart to quickly add a good and/or service to your cart that you have purchased previously or select Create Requisition to create a new requisition
*Note: The Create Supplier Request task is used to add suppliers for PCard, Requisitions/Purchase Orders, and Supplier Invoice Request transactions. All T&E Card transaction suppliers are added directly by epro@risd.edu. Please email epro@risd.edu for any hotel, car rental company, airline, airport, and travel city you need added.