Procurement: How to Create a Change Order in Workday
This user guide provides step-by-step instructions on how to create a change order at Workday. Change orders are used to modify existing purchase orders (POs) due to updates in quantity, pricing, delivery dates, or other key details. Creating a change order ensures that any adjustments are accurately reflected in the system and communicated to suppliers.
This guide will help you:
- Identify when a change order is necessary
- Navigate the appropriate purchase order
- Submit and track the change order in Workday
Accurate change order processing helps maintain up-to-date records and supports efficient procurement and financial operations.
How to Create a Change Order
Step 1: From the Workday home screen, type My Requisitions in the Search Bar and select the My Requisitions report.
Step 2: From the My Requisitions home page, apply filters as needed then select OK when complete.
Step 3: Under the Procurement Requisitions section, locate the Purchase Order (PO) you wish to change from the list of requisitions.
Step 4: After locating the PO you wish to change, click on the PO number.
Step 5: Click on the three dots by the PO number to access Related Actions.
Step 6: In the Related Actions menu, hover over the Purchase Order to reveal a drop-down menu. Click Create Change Order.
Step 7: Complete the Reason and Comments fields under Change Order Reason section.
Step 8: Review the information under the Summary, Terms and Taxes, and Contact Information sections and make any changes as needed.
Step 9: Review the information under the Goods Lines, Services Lines, all remaining tabs and make any changes as needed.
Step 10: You must attach supporting documents.
Step 11: Enter Comment for each attachment (this helps to identify what the attachment is).
Step 12: Click Submit when complete.
Experiencing an issue or need additional support? Contact our OneIT Team by
If you need assistance with creating a requisition, contact Finance Support at finance-support@stevens.edu.