How to Change the Delivery Location of a Requisition
There are situations where you may not want to have the items on your requisition delivered to the person and location that Workday defaults when creating the requisition. To change where the Workday requisition is delivered to, follow these steps:
- Go to Create Requisition in Workday. Follow the normal steps to create the requisition, punch out to the Whitehead Marketplace, select your goods, check out from the Marketplace, and return to the Workday requisition.
- In Workday, click the Checkout button.
- In the detail line of the requisition, change the Deliver-To and Ship-To Contact fields to be the location that you want the goods delivered to and the person that should receive them.
- Please note that these fields can be updated by the requester, or by the Lab Manager and ALM during the approval process.
Before
After
- Next, the requisition is routed for approval to the Lab Manager and then the ALM. Both may change the Deliver-To and Ship-To Contact fields before approving.
Note below: The Deliver-To and Ship-To Contact fields were updated by one of the approvers.
- The Purchase Order is created in Workday and transmitted to the supplier via Jaggaer.
- Note the Purchase Order in Jaggaer as shown below. Under Shipping Information, the "Attn:" is the original requester, not the Ship-To Contact. The address, including the Room, is the latest Deliver-To.
- This is what will likely appear on the supplier's packing documentation. For this reason, the Receiving Department must deliver to the Room, not the person next to "Attn:".
- Below is the Receipt header. It has the original requester, not the Ship-To Contact.
- This should not be used to determine where the goods are delivered.
- Below is the Receipt line detail. It has the the Deliver-To and Ship-To Contact fields.
- These are what should be used to determine where the goods are delivered.
PLEASE NOTE: The Receiving Department will need to deliver the items based on the Deliver-To and Ship-To Contact fields on the receipt line detail, not the Requester in the header. If they are going to deliver based on the supplier's packing slip, they will need to use the Room, not the person next to "Attn:".