Create Supplier Request

Overview

This guide provides step-by-step instructions on how to request a new supplier to be added for making purchases. 

Details / Instructions

The request will route to Finance, who will provide the supplier with a link with additional instructions for how to complete their set-up as a new supplier in Workday.

1. In the workday homepage search bar, type in Create Supplier Request and then select Create Supplier Request task.
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2. Fill in the following under Create Supplier Request:
   • Type in Supplier Name
   • Provide a comment in Justification field for adding a new supplier describing what purchases the supplier will be used for.
   • Add any additional information such as the Tax ID if known.
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3. Scroll down under Contact Information tab to add contact information for the new supplier so that they can be reached by the Purchasing team.
   • Click Add and enter as much information as available for Phone, Address, Email, and Web Address.
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   • NOTE: To add another contact information click Add and, to remove, click Remove.
4. In the Supplier Contact tab, click Add provide the name and email address of who to contact at the new supplier (if known).
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   • NOTE: To remove supplier contact, click Remove.
5. Click OK.
   • NOTE: The request routes to the Purchasing team who will contact the new supplier and provide with additional instructions to complete their set up in Workday.

See Also

Create Supplier Invoice Request