Search Suppliers and Create Supplier Requests

On this Job Aid:

Create a Supplier Request

Create a Supplier Request

You can create requests for suppliers that are not currently set up in Workday.  There is no need to email or call procurement to create a supplier, just initiate a Create Supplier Request. We recommend you request the new vendor a copy of their W-9 form to create the request. 

1. Click the Purchases app
   
   
   
2. Select Create Supplier Request action
   Create Supplier Request
   
   
3. Complete the required information.  Fields with a red asterisk are required.  
   
   
   Supplier Request
   
   
4. Include supplier information, if available:
   1. Supplier Name (required)
   2. DUNS Number (not needed)
   3. Restricted to Companies (not required)
   4. Supplier Category
   5. Parent (is this company child from an existing supplier?)
   6. Tax Authority Form Type (this is important for non-compensation suppliers that will need a form 1099 MISC) 
   7. TIN Type (this information will show on W9 form)
   8. Tax ID
   9. Justification (add a reason why supplier should be added to the system)
      
      
5. Under Contact information, please enter as much detail as available. Phone numbers, addresses, email addresses.  
   
   Contact information
   
   
6. Under Attachments tab, please include supplier's W-9 form
   attachments
   
7. Click OK > Done.