Search Suppliers and Create Supplier Requests

On this Job Aid:

Search for Supplier
Create a Supplier Request

Before creating requisitions, a supplier record should exist in Workday.  Make sure a supplier does not exist in before you submit a request to create suppliers. All supplier creation requests will go to the procurement department for approval. Allow 2 business days after creating the supplier request to create requisitions.

  Search for Supplier

1. On the search bar enter supplier name and hit enter. When searching for  a supplier, be aware of spelling and try using one complete word (not a full long supplier name),  search will try to match exact words, so less is more when searching for suppliers.
   
   
   Search
   
   
2. On the search screen results may bring no results.  Unde categories select All Workday.
   
   
   All workday
3.  If the supplier is on the system, the supplier name will display with supplier category next to it.
   
   supplier name
4. Clicking on the supplier name will bring you to a screen with more information on the supplier.

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 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 needed)
   4. Supplier Category
   5. Parent (is this company child from a 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 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.