Requisitions Worklet FAQ

When you select the new Results in Requisitions Worklet check box on the My Requisitions report, you’ll navigate to the Requisitions worklet.

The Requisitions worklet displays requisitions of which the user is a requester or a creator. This differs from the My Requisitions report, which only displays requisitions of when users are requesters. The Requisitions worklet will only display 100 Open and 100 Completed requisitions meeting your filter criteria. You can use the Edit Filters button to narrow down your results.

When you select this check box, you’re able to see Job Requisitions in the My Requisitions report results. Selecting this check box also enables you to filter on the job profile and position. 

You can't use this check box to view job requisitions in the Requisitions Worklet view. You’ll receive this error: To view job requisitions, unselect the Results in Requisitions Worklet check box.

Yes, you gain access to the Advanced Checkout, which enables you to create Ad Hoc addresses, splits and instructions, and Templates.

This feature update is available in preview with a targeted date to move to production with 25R1. Review the Release Note: Add Reasons and Comments for Cancelling or Closing Requisitions in the Requisitions Worklet

Spend transaction instructions are available with 24R2. Review the Release Note: Instructional User Help Text in the Requisitions Worklet.

You can use the Maintain Feature Opt-Ins and enable the Requisition Experience Unification feature. This hides the Create Requisition task as detailed in the What's New Post.

The pop-up tour windows are automatically available and non-configurable.

Use the Edit Cart Link Override task to hide any ordering method. This removes the ordering method from both the Requisition Worklet and the Create Requisition task.

The Requisitions Worklet uses the settings configured on the REST API Requisition option on the Configure Optional Fields task. 

Yes, the requesting entity is supported in the requisition worklet. You can review the What’s New Post: Requisition Details in Requisitions Worklet.

Requesting Entity currently only works with non-inventory replenishment requisition types. Requesting Entity doesn’t work with these types: Inventory Replenishment, Par Replenishment, Just In Time, and Supplier Contract Request. Provide the product teams with your input by prioritizing potential features and use cases on the Workday Community Ideation Hub. 

Using the Edit Tenant Setup - Financials task you can select a Default Requisition Ordering Method. When this is configured, clicking on the Start Requisition button from the Requisition Worklet will bring you to the Default Ordering Method. 

Using the Edit Tenant Setup - Financials task you can select Default Advanced Checkout in the Requisitions Worklet. This will replace the simple checkout.

These use cases will always default to Advanced Checkout:

• Requisition types: Bill Only, Consignment, Procedure Information, Inventory Replenishment, Par Replenishment, Just in Time, Supplier Contract Request 
• Requisitions with project-based lines
• Requisitions that have existing line splits
• Your tenant has Default Fulfillment Source to Inventory for Valid Items for Inventory Site selected to Yes on the Requisition Sourcing Rules

Note: The Advanced Checkout is the only option if you opt in to the new Requisition Worklet. 

If you create a requisition but don’t add any items to your cart, Workday automatically populates the Requisition Details card with information from your latest requisition at midnight in your local time zone. Workday uses the last requisition that you created in the past 3 months that has a requisition number. If there are items in your cart for a requisition you haven’t submitted yet, Workday doesn't automatically populate the card.

Users can Create or Edit requisitions only when they have modify access on the Process: Requisition – Create/Edit or Self-Service: Requisition domains. They must also have access to the initiating action for Checkout (REST) on the Requisition Event business process security policy. Checkout (REST) and either Process: Requisition - Create/Edit or Self-Service: Requisition domains should consist of the same security groups.

Users can Create or Edit requisitions only when they have modify access on the Process: Requisition – Create/Edit or Self-Service: Requisition domains. They must also have access to the initiating action for Checkout (REST) on the Requisition Event business process security policy.

You can track or view requisitions created on users behalf only when they have access on 1 of these permissions:

• Process: Requisition – Create/Edit with View permission
• Self-Service: Requisition with View permission
• Process: Requisition – Reporting with View permission

Workers who request goods and services on behalf of themselves or others. For a quick and simple user experience, we display the minimal number of fields and prompts needed to complete requisitions. We also limit industry jargon.

Use Maintain Dashboards to configure the Requisitions worklet on the Home dashboard. Adding the worklet to the home dashboard ensures that all users see it on their home page. 

Workers can enable the worklet for themselves by clicking the gear icon on the right side of the Workday home banner. From there, users can add the Requisitions worklet to their home page. Note: Currently, Student Workers can't use the worklet.

You can configure the Start Requisition button to direct users to any ordering method. See the Workday Administrator Guide: Create Requisitions in the Requisition Worklet, Step 3. 

Workday enforces Requisition custom validations on the Requisitions worklet. Users can correct custom validations at checkout.

The search bar returns results for keywords, item numbers, and alternate item identifiers.

Yes, you can configure either Amazon Business or Order.co as an external search provider to enable searching for those external catalog items in the Requisitions worklet. To use this feature, you should have Amazon Business or Order.co already configured as a punchout supplier. You can review the What's New Post: Requisitioning User Experience.

• Draft: Either the requisition was saved as Draft, or the requisition failed a critical custom validation.
• Awaiting Approval By: The requisition is pending approval and the purchase order hasn't been issued yet.
• Budget Check Failed: The requisition failed the company budget check constraints.

• Canceled: A worker canceled the requisition.
• Completed: The requisition was fully invoiced and paid.
• Denied: During the business process, an approver denied the request for goods or services.
• Order Denied: The requisition was approved but the purchase order was denied.
• Closed: The requisition is closed.

• Ordering
  • Awaiting Order: Requisition is approved but hasn't been sourced.
  • Ordering: The requisition is approved and partially sourced.
  • Ordered: The requisition is approved and fully sourced.
• Receiving
  • Receiving: The purchase order is issued but isn't fully received.
  • Received: The Purchase order is issued.
• Invoicing
  • Invoicing: The purchase order is issued but not fully invoiced.
  • Invoiced: The Purchase order is issued and fully invoiced.
  • Match Exception: An invoice against the purchase order has a match exception.

Supplier Contract Request type requisitions will display on the Open tab but won’t display with a timeline. They’ll remain in this tab even after you’ve created the supplier contract for the requisition. To see the contracts created from the requisition, you’ll need to view the requisition and navigate to the Sourced column on the requisition line. If the requisition is closed or denied, the requisition will move to the Completed tab. Enhancements to this feature are being considered for a future release.

These requisitions won't display currently in the Requisitions Worklet view. Your options for viewing them depend on if you are opted into Unified Requisitioning Experience:

• Opted-In: Use the Find Requisitions report.
• Not Opted-In: Use the Find Requisitions or My Requisitions report.

If the logged in user has security access to view the entire supplier invoice, then the invoice number on the timeline will become a clickable link. Clicking on the invoice will open up the full invoice in a separate tab. If the logged in user doesn't have access to view the invoice in detail, Workday only displays the invoice as text.

You can use the Requester field on the Find Requisitions report to filter for requisitions on behalf of another worker. You can also search using the Created By field to view all requisitions a user submitted for themselves or on behalf of others.

No. It’s currently not possible to configure the My Requisitions timeline.

It will be retired in 2027R1 as detailed in the Release Note.