Create Requisition

1. In Workday, click in the search bar at the top of the screen and enter, “Create Requisition”.
2. Select the “Create Requisition” task.
3. Click on the “Start Requisition” button in the Requisition Details box.
4. In the Requisition Details box at the right-hand side of the screen, click the Edit Details button.
5. In the Edit Requisition Details pop-up, complete the following fields:
   1. Add the name of the employee who the purchase is for in the Requesting for box.
   2. Company will auto-fill to Washington State University.
   3. Currency will auto-fill to USD.
   4. Enter the Requisition Type:
      • Most often, this will be “One Time Goods or Services Purchase”.
      • For new software contracts or rentals, use “Delegated Signature Required”.
      • The purchase may fall under “Machinery and Equipment Tax Exempt” if it meets the requirements in WSU BPPM 70.42.
        • Equipment must cost in excess of $2500, have a useful life of more than one year, not be a consumable item, and not be a power tool.
        • Equipment must either be used more than 50% of the time in research and development or more than 50% of the time in testing operations.
        • If the item is being attached to other equipment that is already qualified, it may also fall under M&E Tax Exempt status.
      • M&E Tax Exempt Requisitions will require completion of a questionnaire and route to WSU Purchasing Services after approval.
   5. Update the Deliver-To and Ship-To address fields accordingly:
      1. If the goods or service is to be delivered to an Extension office, the Deliver-To and Ship-To addresses should be the same.
      2. If the goods or service is to be delivered to the Pullman campus, the Deliver-To address should be the specific building and Ship-To addresses should be 410 SE Dairy Road, Central Receiving.
      3. If the goods or service is to be delivered to a field site or location that is not listed in Workday, the Deliver-To and Ship-To addresses should be the same Extension office nearest the delivery location, and then emphasize the correct delivery address in the Memo to Suppliers field during Checkout.
   6. Enter the Worktag (Grant, Program, or Gift) that you would like to use for the purchase.
   7. The remaining necessary boxes will auto-fill with information related to the budget.
   8. Click Save Changes at the bottom
6. In the Non-Catalog Request screen, choose the Request Type: Goods OR Service

Complete the following fields under Request Details (think of this as a line item).

1. Enter the name of the supplier you are purchasing from in the Supplier box and select the appropriate option from the list.
2. Fill out the Request Description box with description of the item to be purchased, item number, etc. (more information is better!).
3. Enter the Spend Category for the item you are purchasing.
4. Under the Pricing section, in the Quantity box, enter the quantity of the item you would like to have ordered.
5. For the Unit of Measure box, select from the list the option that best fits the type of item you are purchasing, with most common being “Each”.
6. Enter the cost of an individual item in the Price box.
7. In the Memo box at the bottom, include a link to the item when purchasing from a website to be sure the correct item is purchased.
8. Select “Add to Cart” at the bottom of the screen once the boxes listed above are complete.
9. Repeat for additional items or quote lines.
10. Once you have added all of the items you would like purchased, click on the cart icon in the upper right of the screen, and select “Checkout”.

Complete the following fields under Request Details (think of this as a line item).

1. Fill out the Request Description box with description of the item to be purchased, item number, etc. (more information is better!).
2. Enter the name of the supplier you are purchasing from in the Supplier box and select the appropriate option from the list.
3. Enter the Spend Category for the item you are purchasing.
4. Under Additional Details, enter the cost of the service line item in the Price box.
5. Select “Add to Cart” at the bottom of the screen once the boxes listed above are complete.
6. Repeat for additional service items or quote lines.
7. Once you have added all of the items you would like purchased, click on the cart icon in the upper right of the screen, and select “Checkout”.

1. In the “Memo to Suppliers” box, enter the quote number if you have one, and any other information that is necessary for us to tell the Supplier regarding this purchase. This is where you will enter the address the item(s) are to be delivered to if not a Pullman campus or Extension office location.
2. In the “Internal Memo” box, enter any information that is necessary for your department or Central Purchasing to know.
3. On the table that shows the goods or services you have requested; you will want to scroll to the right until you see the Tax columns and check the below items:
   1. The Tax Applicability box should be either “Taxable” if there are no exceptions or “M&E Tax Exempt” if the purchase qualifies according to the above information.
   2. In the Tax Code box, if the item is “Non-Taxable”, leave this box blank. Otherwise, enter “(City the Goods will be used in/City the Services will be rendered in)” and choose the Sales and Use Tax option for that city from the list.
4. In the “Attachments” drop down section, drag and drop or upload any files relating to this purchase.
   1. If you are not the Principal Investigator for the grant or budget you are using, you must upload a .pdf or screenshot of the PI giving you permission to use their budget.
   2. Upload any quotes/estimates or documents from the supplier.
   3. Upload any sole source justification documents for orders over $10,000 (see Requisition menu).
5. Once you have entered any necessary attachments, you may click on “Submit” at the bottom of the screen. You may also select “Save for Later” if you would like to come back and complete the requisition later.