A Refresher: Common Reasons your Requisition isn't Converting to a PO

This handy refresher is brought to you by the Finance Solution Center, as they note common reasons they're contacted for help.

Remember, we're here to help!

There are several common reasons why a Workday requisition (RQ) does not convert to a purchase order (PO). We've listed them for you below along with possible solutions to resolve the problem and get your processes moving again.  

• One or more lines have a $0.00 line item
• Solution: The line should be corrected. If you're claiming free products or samples, cancel the requisition and begin a new one noting the free item(s) in the "memo to supplier" field.
• This is the most common reason for RQs not converting, and the easiest one to fix yourself. 
• One or more lines have a negative line item (credit amount)
• Solution: Email Ask Finance and ask that your question be sent to the business solutions team.
• The requisitioner does not have the appropriate security role (Workday Procurement Shopper)
• Solution: You may not have the appropriate security role (Workday Procurement Shopper) to process orders.  Confirm that you at least have Procurement Shopper.  The Ask Finance Team will be happy to help you with this as needed. 

None of these problems/solutions fit the bill?  Reach out to us at askfinance@virginia.edu - we're happy to help!