Requisition and Purchase Order Notifications

As part of a standardization project, the business teams have been reviewing notifications for the Requisition and Purchase Order Business Processes to help create consistency across each process. These enhancements will be completed on Monday, October 9. The change described below will be made to help improve the end user experience.

  • The “Requested on behalf of” will be notified if someone else (the initiator) starts a requisition on behalf of them.
  • The requisition requester (and Requested on behalf of if applicable) will be notified if the amount of the requisition is changed by someone downstream.
  • The requisition requester (and Requested on behalf of if applicable) will be notified if anyone other than the requester of a requisition cancels or denies the requisition.
  • For Requisitions, only PCard, Inventory Replenishment and Change Order Requisitions the system will notify the requester (and Requested on behalf of if applicable) at completion of the business process. For everything else notification will go out at the issuance of a Purchase Order.
  • Prior approvers will all now be notified if a subsequent approver denies the requisition.

 

As a reminder, Workday notifies initiators, reviewers and approvers as a Workday transaction moves through a business process.

  • Notifications show up within the "Bell" icon in Workday and possibly your email, depending on your email notification preferences.
    • Notifications tell you when an important step (for example, submission, cancellation, denial, completion) has occurred in a business process in which you had a role.
  • My Tasks (formerly known as Inbox) show up in the "Inbox" icon in Workday and possibly your email, depending on your email notification preferences.
    • Tasks tell you that you have an action item to complete in a business process (for example to-do, review, approve).