Excel Add-In for Workday

Build 25.0.9434

Requisitions

Manages purchase requisitions, tracking details such as requested items, approvers, and statuses.

Workday Resource Information

Retrieves all requisitions. You can filter the requisitions by submitter, date, requester, and type.

Secured by: Checkout (REST), Process: Requisition - Reporting, Process: Requisition - View, Self-Service: Requisition, Self-Service: Supplier Contact Tasks, View: Organization Requisition

Scope: Procurement

Aggregate Fields

The add-in represents the following fields as aggregates containing JSON text. Each of them conforms to their respective schema. Fields marked with an asterisk are required and must be included if their parent object is. Fields marked with a hyphen are read-only and must not be included when calling stored procedures or when performing an INSERT or UPDATE.

This information is derived from the Workday REST API specification which does not explicitly list all business rules and validations that apply to each object. More fields may be required than what is listed here.

RequisitionLines_Aggregate


[{
  commodityCode: { /* The code that identifies the type of goods or service. You can use this field to drill into the commodity code details such as description, level name, or associated spend categories. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  criticalCustomValidations: Text /* The list of failing critical custom validation messages that have been configured at the requisition line level as a single string. Each message is delimited by HTML encoded line feed character. */
  deliverToLocation: { /* The final location where the goods or services are delivered. Example: an employee's work station or stock room. This field can be configured as a hidden field using the Configure Optional Fields task for the REST API Requisition functional area. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  descriptor: Text /* A preview of the instance */
  endDate: Date /* The end date requested for the service on the requisition line. */
  id: Text /* Id of the instance */
  item: { /* The item for the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  itemDescription: Text /* The line item description for the requisition line. */
  lineCompany: { /* The company for the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  lotSerialInformation: { /* The lot serial information for the requisition line. */
      descriptor: Text /* A preview of the instance */
      id: Text /* Id of the instance */
      lotNumber: Text /* The lot number for the lot and serial transaction. */
      serialNumber: Text /* The lot serial number for the lot and serial transaction. */
  }
  memo: Text /* The line memo for the requisition line. */
  noCharge: Boolean /* If true, the requisition line is a no charge requisition line. This field can be configured as a hidden field using the Configure Optional Fields task for the REST API Requisition functional area. */
  orderFromConnection: { /* The order-from supplier connection to use when sourcing this requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  quantity: Numeric /* The quantity on the requisition line. This value can have 20 integer places, is precise to 2 decimal places, and cannot be negative. */
  requestedDeliveryDate: Date /* The delivery date requested for the goods on the line. This field does not appear on the payload when a date isn't selected or when the line isn't for goods. */
  rfqRequired: Boolean /* If true, a request for quote is required for the requisition line. */
  shipToAddress: { /* The address reference related to the ship-to address of the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  shipToContact: { /* The ship-to contact worker for the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  spendCategory: { /* The spend category for the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  startDate: Date /* The start date requested for the service on the requisition line. */
  supplier: { /* The supplier for the requisition line. This is represented as a worktag object. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  supplierContract: { /* The supplier contract for the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  supplierItemIdentifier: Text /* The alphanumeric identifier assigned by a supplier to an item. This can be different from the manufacturer identification number. */
  unitCost: Currency /* The unit cost for the requisition line. */
  unitOfMeasure: { /* The unit of measure for the requisition line. */
     -descriptor: Text /* A description of the instance */
     -href: Text /* A link to the instance */
     *id: Text /* wid / id / reference id */
  }
  warningCustomValidations: Text /* The list of failing warning custom validation messages that have been configured at the requisition line level as a single string. Each message is delimited by HTML encoded line feed character. */
  worktags: [{
      descriptor: Text /* A preview of the instance */
      href: Text /* A link to the instance */
      id: Text /* Id of the instance */
      worktagType: { /* The worktag type for the worktag. */
         -descriptor: Text /* A description of the instance */
         -href: Text /* A link to the instance */
         *id: Text /* wid / id / reference id */
      }
  }]
  writeInGoods: Boolean /* If true, the requisition line is a goods line with no purchase item, supplier item, or catalog item. */
  writeInService: Boolean /* If true, the requisition line is a service line with no purchase item, supplier item, or catalog item. */
}]

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier for the instance, typically used as a primary reference ID within the system.

AdditionalInformation String False

Details about the requisition that explain why it is being created, such as special accommodations or requirements.

Amount_Currency String False

The total amount for the requisition, displayed in the requisition's currency. This includes the sum of requisition lines, taxes, and freight charges.

Amount_Value Decimal False

The total value for the requisition, calculated as the sum of all requisition lines, including additional charges like tax and freight, presented as a decimal.

Comments String False

Comments regarding the cancellation or closure of a requisition, used for internal record-keeping.

Company_Descriptor String False

A brief preview or description of the company associated with the requisition.

Company_Id String False

The unique identifier for the company handling the requisition.

CriticalCustomValidations String False

A list of critical validation errors that failed during the requisition process. These errors are aggregated at the header level and each message is separated by an HTML encoded line feed.

Currency_CurrencySymbol String False

The three-letter ISO currency symbol (for example, USD, EUR) representing the currency used in the requisition.

Currency_Descriptor String False

The full name of the currency used in the requisition (for example, US Dollar, Euro).

Currency_Id String False

The unique identifier for the currency instance associated with the requisition.

DeliverToLocationChain String False

The deliver-to location, including its hierarchy, used to specify where items for the requisition should be delivered.

DeliverToLocation_Descriptor String False

A preview or description of the deliver-to location for the requisition.

DeliverToLocation_Id String False

The unique identifier for the deliver-to location instance.

Descriptor String False

A brief preview or summary description of the instance.

ExternalSourceableId String False

The External Sourceable ID used to track the requisition in external systems.

ExternalSystemId_Descriptor String False

A description of the external system ID, used for integrating requisition data with other systems.

ExternalSystemId_Href String False

A link to the external system ID record for detailed information.

ExternalSystemId_Id String False

The unique Workday ID or reference ID for the external system identifier.

FormattedAmount String False

The total requisition amount, including the currency symbol. This value respects the user's locale settings for currency formatting.

FormattedFreight String False

The freight charges for the requisition, formatted according to the user's locale settings (for example, positive/negative display, grouping, and decimal separators).

FormattedOtherCharges String False

The other charges for the requisition, formatted based on the user's locale settings (for example, positive/negative display, grouping, and decimal separators).

FormattedShippingAddress String False

The shipping address for the requisition, displayed as a single string where each line is separated by an HTML encoded line feed.

FormattedSubtotal String False

The subtotal for the requisition line, formatted according to the user's locale preferences (for example, positive/negative display, grouping, and decimal separators).

FreightAmount_Currency String False

The currency used for freight charges applicable to the taxable document in the requisition.

FreightAmount_Value Decimal False

The value of the freight charges for the requisition, included in the taxable document calculation.

HighPriority Bool False

Indicates whether the requisition is marked as 'High Priority' for expedited processing.

Href String False

A link to the specific instance for detailed viewing or further interaction.

InternalMemo String False

An internal memo for the requisition, visible only to internal workers and not shared with external parties.

InventorySite_Descriptor String False

A description of the inventory site associated with the requisition.

InventorySite_Href String False

A link to the inventory site instance for further details.

InventorySite_Id String False

The unique identifier for the inventory site instance.

MedicalRecordNumber String False

The medical record number associated with the requisition, typically used for healthcare-related requisitions.

Memo String False

The memo or note related to the transaction, often used for documentation or reference purposes.

OtherCharges_Currency String False

The currency used for other charges applicable to the taxable document in the requisition.

OtherCharges_Value Decimal False

The value of other charges for the requisition, which are included in the taxable document calculation.

ParLocation_Descriptor String False

A description of the par location associated with the requisition, typically referring to an inventory storage area.

ParLocation_Href String False

A link to the par location instance for further details.

ParLocation_Id String False

The unique identifier for the par location instance.

PatientId String False

The patient ID associated with the requisition, typically used in healthcare requisitions to identify the patient involved.

PhysicianId String False

The physician ID associated with the requisition, used to identify the physician involved in the requisition creation.

Procedure String False

The medical or operational procedure that the requisition is created to accommodate, such as a surgery or treatment.

ProcedureDate Datetime False

The date of the procedure that the requisition is created to accommodate.

ProcedureNumber String False

The procedure number associated with the requisition, used to track specific procedures.

ReasonCode_Descriptor String False

A description of the reason code used for categorizing the requisition.

ReasonCode_Href String False

A link to the reason code instance for detailed information.

ReasonCode_Id String False

The unique identifier for the reason code associated with the requisition.

Requester_Descriptor String False

A preview or description of the individual who requested the requisition.

Requester_Id String False

The unique identifier for the requester of the requisition.

Requester_Image_Descriptor String False

A preview or description of the requester's image, typically used for identifying the requester visually.

Requester_Image_Href String False

A link to the requester's image.

Requester_Image_Id String False

The unique identifier for the requester's image.

Requester_Image_Url String False

The relative URL for the requester's image in the UI Server.

RequestingEntity_Descriptor String False

A description of the entity requesting the requisition, such as a department or organization.

RequestingEntity_Href String False

A link to the requesting entity instance for more details.

RequestingEntity_Id String False

The unique identifier for the requesting entity associated with the requisition.

RequisitionDate Datetime False

The date when the requisition was created or when the items were requested.

RequisitionLines_Aggregate String False

An aggregated list of requisition lines associated with the requisition. These lines may not be returned in a specific order.

RequisitionType_Descriptor String False

A preview or description of the requisition type instance.

RequisitionType_Id String False

The unique identifier for the requisition type instance.

RequisitionType_RequisitionTypeDetails_BillOnly Bool False

Indicates whether the requisition is for billing purposes only, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_Consignment Bool False

Indicates whether the requisition is related to consignment stock, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_HasService Bool False

Indicates whether the requisition type includes a service component, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_Inactive Bool False

Indicates whether the requisition type is marked as inactive, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_InventoryReplenishment Bool False

Indicates whether the requisition type involves inventory replenishment, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_JustInTime Bool False

Indicates whether the requisition type is for just-in-time inventory, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_ParReplenishment Bool False

Indicates whether the requisition type is for par replenishment, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_ProcedureInformation Bool False

Indicates whether the requisition type includes procedure information, based on the Maintain Requisition Types task.

RequisitionType_RequisitionTypeDetails_SupplierContractRequest Bool False

Indicates whether the requisition type is for a supplier contract request, based on the Maintain Requisition Types task.

ShippingAddress_Descriptor String False

A description of the shipping address associated with the requisition.

ShippingAddress_Href String False

A link to the shipping address instance for detailed information.

ShippingAddress_Id String False

The unique identifier for the shipping address instance.

SourcingBuyer_Descriptor String False

A description of the sourcing buyer associated with the requisition.

SourcingBuyer_Href String False

A link to the sourcing buyer instance for further details.

SourcingBuyer_Id String False

The unique identifier for the sourcing buyer instance.

Status_Descriptor String False

A description of the current status of the requisition, indicating whether it's open, approved, or canceled.

Status_Href String False

A link to the status record for the requisition.

Status_Id String False

The unique identifier for the requisition status instance.

Submitter_Descriptor String False

A description of the person who submitted the requisition.

Submitter_Href String False

A link to the submitter's instance for more details.

Submitter_Id String False

The unique identifier for the submitter of the requisition.

SupplierRepresentative String False

The supplier representative associated with the requisition, who handles communication and transactions related to the requisition.

SupplierSalesOrderNumber String False

The supplier's sales order number associated with the requisition, used for tracking and reference.

VerifiedBy String False

The individual who verified the procedure related to the requisition.

WarningCustomValidations String False

A list of warning validation messages that failed during the requisition process, represented as a string. These warnings may be aggregates at the line level.

ExternalSourceableId_Prompt String False

A prompt to filter requisitions by their external sourceable ID.

ExternalSystemId_Prompt String False

A prompt to filter requisitions by their external system ID.

FromDate_Prompt Date False

Filters requisitions based on the document date, selecting those on or after the specified date (use yyyy-mm-dd format).

Requester_Prompt String False

Filters requisitions by the requester. Specify the Workday ID of the worker who requested the requisition.

RequisitionType_Prompt String False

Filters requisitions by their type. Specify the Workday ID of the requisition type. Multiple requisitionType query parameters can be used.

SubmittedByPerson_Prompt String False

Filters requisitions by the person who submitted them. Specify the Workday ID or reference ID of the person.

SubmittedBySupplier_Prompt String False

Filters requisitions by the supplier who submitted them. Specify the Workday ID or reference ID of the supplier.

SubmittedBy_Prompt String False

Filters requisitions by the worker who submitted them. Specify the Workday ID or reference ID of the worker.

ToDate_Prompt Date False

Filters requisitions based on the document date, selecting those on or before the specified date (use yyyy-mm-dd format).

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Build 25.0.9434