Workday | PO Creation UPDATED ACTUAL Questions and CORRECT
Answers
Many requisitions will stop at Buyer's Workbench for
sourcing, e.g. if the supplier has not been added (specials
Specific requisitions will go to Buyer's Workbench
req) or if the requisition was created manually and is
above a certain dollar threshold.
Buyers will utilize the buyer Workbench in Workday to
route a requisition into a PO or use the buyer dashboard
Use of Workbench in WD to create PO
to create a new purchase order which doesn't require a
requisition.
Defined Service Level Agreements (SLAs) have been doc-
Use of SLAs to monitor status of item delivery umented to guide how the Procurement team will support
the Business Partners at the sites (slide 12).
Predefined threshold on dollar value of the Requisition
Use of Approval Matrix for Requisitions amount determine the level to which the Approval step is
routed. Post the approval it turns into a Purchase Order.
Approval:
§Bill Only
§Consignment
§Service
§Special
§Non-stock
§Blanket
§Bulk Buy
Requisition Types
§Medical Equipment Rental
§Standing Orders
§Drop Ship Clinics
§IT Special (Hardware non-capital)
§IT Service (Software non-capital)
§CES
§Inspection Required - Non-Service capital, Happens on
,the receipt
, §Manually-requested Stock Items
§All Other (e.g. [Blank])
§Punchout
§Incorporate accountability to enforce procurement policy
and audit requirements
§Catch unit of measure and quantity errors
§Enforce strategic sourcing initiatives (e.g. non-contract
suppliers or new product requests)
Requisition Approval Overview §Non-stock item contract tier enforcement
§Mitigate accidental requisition errors and hoarding-re-
lated requests
§High-cost clinical areas (Cath/IR/EP, OR, Pharmacy, etc.)
should have a higher requisition approval threshold (e.g.
$50K) to avoid delays and minimize patient care impact
Stock items via automation:
§Inventory Replenishment
Stock and non-stock items via automation:
No Approval: Other Workday Requests
§PAR Replenishment e.g. ParEx
§JIT Replenishment
§No approval process needed if automation is configured
Level
Threshold
None
$
Non-Procedure Areas Manager
Level & Threshold for Approval $500 - $4,999.99
Director
$5,000 - $49,999.99
VP
Answers
Many requisitions will stop at Buyer's Workbench for
sourcing, e.g. if the supplier has not been added (specials
Specific requisitions will go to Buyer's Workbench
req) or if the requisition was created manually and is
above a certain dollar threshold.
Buyers will utilize the buyer Workbench in Workday to
route a requisition into a PO or use the buyer dashboard
Use of Workbench in WD to create PO
to create a new purchase order which doesn't require a
requisition.
Defined Service Level Agreements (SLAs) have been doc-
Use of SLAs to monitor status of item delivery umented to guide how the Procurement team will support
the Business Partners at the sites (slide 12).
Predefined threshold on dollar value of the Requisition
Use of Approval Matrix for Requisitions amount determine the level to which the Approval step is
routed. Post the approval it turns into a Purchase Order.
Approval:
§Bill Only
§Consignment
§Service
§Special
§Non-stock
§Blanket
§Bulk Buy
Requisition Types
§Medical Equipment Rental
§Standing Orders
§Drop Ship Clinics
§IT Special (Hardware non-capital)
§IT Service (Software non-capital)
§CES
§Inspection Required - Non-Service capital, Happens on
,the receipt
, §Manually-requested Stock Items
§All Other (e.g. [Blank])
§Punchout
§Incorporate accountability to enforce procurement policy
and audit requirements
§Catch unit of measure and quantity errors
§Enforce strategic sourcing initiatives (e.g. non-contract
suppliers or new product requests)
Requisition Approval Overview §Non-stock item contract tier enforcement
§Mitigate accidental requisition errors and hoarding-re-
lated requests
§High-cost clinical areas (Cath/IR/EP, OR, Pharmacy, etc.)
should have a higher requisition approval threshold (e.g.
$50K) to avoid delays and minimize patient care impact
Stock items via automation:
§Inventory Replenishment
Stock and non-stock items via automation:
No Approval: Other Workday Requests
§PAR Replenishment e.g. ParEx
§JIT Replenishment
§No approval process needed if automation is configured
Level
Threshold
None
$
Non-Procedure Areas Manager
Level & Threshold for Approval $500 - $4,999.99
Director
$5,000 - $49,999.99
VP
