Virtual tour of Create Requisition update

March 18, 2020

On Saturday, March 7, Workday was upgraded to a new version. All Cost Center Requisitioners and Approvers are invited to attend a virtual guided tour of the new screens in the Create Requisition process. The tour will highlight what’s new including:

  1. Guided Requisitioning
  2. Ship to & Deliver to Fields
  3. COA Worktags
  4. Adding a Non-Catalog Item to your Cart
  5. Shopping Cart
  6. Checkout Page
  7. Searching for suppliers

A Zoom session will be held as follows:

  • Friday, March 20, 2020 from 11:00am-11:30am

To register, log onto Yale’s VPN network and click on this link: Create Requisition session via TMS.

Attending this session is particulary valuable for those who create requisitions frequently with split charging instructions and/or multiple COA accounts. If you are unable to attend the Zoom session, please click on this link to the Create Requisition Training Guide for further details. A notification will be sent in the coming days when a recorded session of the virtual tour has been posted to the Workday Training site.

For assistance with the Create Requisition process, contact the Finance Support Center through email at sharedservices@yale.edu or call 203-432-5394.