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Procure to Pay Project Tips and Tricks – How to create and use Requisition Templates.

Procure to Pay Project Tips and Tricks – How to create and use Requisition Templates. Tips and Tricks – How to create and use Templates. Workday allows you to quickly create Templates for Requisition Worktags (FAOs), Worktag Splits, and Requisitions.

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Procure to Pay Project Tips and Tricks – How to create and use Requisition Templates.

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  1. Procure to Pay Project Tips and Tricks – How to create and use Requisition Templates.

  2. Tips and Tricks – How to create and use Templates Workday allows you to quickly create Templates for Requisition Worktags (FAOs), Worktag Splits, and Requisitions. In the global search bar type: Template Select the type of template you would like to create.

  3. Tips and Tricks – How to create and use Templates (cont’d) • To create a Worktag Template, select Create Requisition Worktags Template. • You will have to name your template – using the FAO number as the name allows you to easily identify it when adding to a requisition. • Select one of the radio buttons: Create Worktag Template or Create split allocations template • The Worktags box will appear • Type your FAO number and press <enter>. • If you are doing split allocations, use the “+” to add more rows • Select OK when complete.

  4. Tips and Tricks-How to create and use Templates (cont’d) • When creating a requisition, instead of choosing Use Default Worktag on the Line Defaults Tab, click in the Copy from Worktags Templatebox. Select Worktags and click on the Worktag template you previously set up. • Using Worktag templates can be a big timesaver during the requisition checkout process.

  5. Tips and Tricks-How to create and use Templates (cont’d) Create a Requisition Template by typing Create Requisition Template. You can name it and add as many goods and/or service lines as you like. Instead of putting in an FAO number, select Fund and choose Fund: Current Fund Unrestricted. This will give you flexibility to fill in the appropriate FAO when requisitioning with the template.

  6. Questions?

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