We have recently updated the requisition types for creating a purchase requisition. Please see below for a full list of requisition types and descriptions, including updates to the impacts to purchase orders.
| Requisition Type | Description |
|---|---|
| *Catalog - Shell Shop | Select for Shell Shop requisitions. |
*Delegated - Standard PO | Select for non-catalog requisitions when a supplier does not need an agreement, and the order total is within the delegated threshold. |
| Delegated - Supplier Agreement Requiring Approval or Consulting Agreement | Select when supplier needs to sign a consulting agreement or supplier has a software license or other agreements requiring signatures. |
| Non-Delegated - Competitive | Select when requisition requires competitive bidding. |
Non-Delegated - Sole Source | Select for sole source purchase requests (above delegation threshold only). |
| Non-Delegated - Multi-Year Agreement | Select when creating a requisition for a multi-year agreement over the delegated threshold. |
| Non-Delegated - Multi-Year Sole Source Agreement | Select when creating a requisition including a multi-year agreement over the delegated threshold that is only available for purchase from a single/sole source. |
| Non-Delegated - All Others | Select for any requisition(s) not outlined by other Requisition Types. |
*Newly added requisition type.
Dispatch a Purchase Order
The updates to the Requisition Types will directly affect Purchase Orders issuance. Requesters and Cost Center Procurement Reviewers will continue to receive Workday notifications when their purchase order is automatically dispatched or requires action to be manually dispatched. However, the notifications will include updated messaging.
Resources
- Related Job Aids - Campus Units
- Related Job Aids - Central Procurement
- Manually Dispatch a Purchase Order - Job Aid
- Training - Requisition for Goods and Services
We appreciate your support as we continue improving and working in our new system.