Chapter 2: Configuring

Question 1

Standard Procurement Steps:

Answer 1

1. Requisition
   
   2. Source
   3. Issue PO
   4. Receive
   5. Invoice
      
      6. Payment

Question 2

What task do you utilize to edit how procurement set-up is displayed?

Answer 2

Edit Company Procurement Options

Question 3

If you want to limit what purchase items appear for sourcing, where would you go?

Answer 3

Edit Company Procurement Options > Search Catalog Options > Enable Purchase Items that have Catalog/’Supplier Item Entries

Question 4

What task do you use to create Optional Fields?

Answer 4

Configure Optional Fields

Question 5

What task do you run to edit the Buyer Hub?

Answer 5

Maintain Hubs

Question 6

What procurement option can you configure at the tenant level?

Answer 6

Enable Multi-Company

Question 7

Your organization would like to hide a field on requisitions that allows requesters to mark their requests as high priority. What task allows this functionality?

Answer 7

Configure Optional Fields

Question 8

Which document informs the supplier of what your company wants to buy?

Answer 8

Purchase Order

Question 9

Examples of contingent labor include

Answer 9

Consultants, independent contractors, freelancers

Question 10

What do documents (POs, POAs, requisitions) need to process transactions in the system?

Answer 10

Defined Sequence ID

Question 11

You create security for what four procurement areas?

Answer 11

Requisitions, spend categories, Suppliers, supplier contracts

Question 12

Custom validations controls what on your financial transactions?

Answer 12

Data quality

Question 13

What is the procurement configurator security group?

Answer 13

Responsible for creating and maintaining the necessary system configuration to manage and process procurement transactions effectively

Question 14

What is the Buyer security group?

Answer 14

Responsible for processing most procurement-related documents such as requisitions, purchase orders, supplier contracts, and requests for quotes

Question 15

What does it mean if a Buyer security role is constrained?

Answer 15

Only has access to procurement documents in assigned company or company hierarchy

Question 16

What is the Supplier Contract Specialist security group?

Answer 16

Create & edit supplier contracts

Question 17

What is the Service Coordinator security group?

Answer 17

Review and source requests for project-based services

Question 18

What is the Supplier Administrator security group?

Answer 18

Unconstrained access to create and maintain all supplier data

Question 19

What is the Configure Optional fields task?

Answer 19

Allows users to hide or require Workday-optional fields on tasks for all users or selected security groups

Question 20

When creating POs, Workday will default to the shipping details with this precedence:

Answer 20

1. Supplier, 2. Company, 3. Tenant Setup

Question 21

What shipping detail will default first on a PO?

Answer 21

Supplier

Question 22

What is a consignment PO?

Answer 22

Procuring items at no cost

Question 23

What report do you run to modify purchase order types?

Answer 23

Maintain Purchase Order Types

Question 24

What procurement options can you configure at the tenant-level?

Answer 24

 Item Display Options
 Enable POA
 Default Requisition Ordering Method
 Enable Consolidation of Requisitions Across Supplier Contracts

Question 25

Where do you go to configure automatically closing POs?

Answer 25

Edit Company Procurement Options

Question 26

Where do you go to enable Requisition Defaults?

Answer 26

Edit Company Procurement Options

Question 27

Where do you go to enable Requisition Auto-Sourcing for Non-Catalog Line?

Answer 27

Edit Company Procurement Options