Customer Accounts: Create a New Customer Request in Workday

This guide will show users how to find the request form to add a new Departmental Customer into Workday.

Step 1: Open the Menu on the Workday homepage.

The Workday menu in the upper left hand corner of the Workday landing page.

Step 2: Select Requests.

The Workday menu shows two tabs: Apps and Shortcuts. The Apps tab has several icons and titles listed, with the Requests icon and title highlighted.

Note: Add the Requests app to your Apps list, by clicking + if the app does not display.

Step 3: From the Requests page, select Create Request under Actions.

The Actions section of the Requests page shows a highlighted Create Request button.

Step 4: From the Create Request popup window, open Request Type drop-down menu and click All, then select New Departmental Customer Request.

The Create Request popup window shows the Request Type dropdown menu open and the All section highlighted. The All menu is broken out to then show the request options. New Departmental Customer Request is highlighted.

Step 5: Click OK.

The Create Request window with the New Departmental Customer Request showing in the Request Type field. There are two buttons at the bottom: a white Cancel button and a highlighted blue OK button.

Step 6: From the New Departmental Customer Request screen, complete all required information:

Name of Person requesting the new customer (required)
Customer Name (required)
Customer Point of Contact (required)
Customer Address (required)
Customer Email Address (required)
Customer Phone Number (required)
Customer Payment Terms (required) (i.e., Immediate, Net 15, Net 30, etc.)
Cost Center or organization associated with this Customer
- If more than one cost center or organization may be used with this customer, leave blank.
Comments (required) – Provide a description of services to be provided, and please indicate if the customer is foreign.

Once all required information is entered, click Submit.

The New Departmental Customer Request window shows written instructions and editable text fields to enter information in. At the bottom of the window is a highlighted blue Submit button and two white buttons, Save for Later and Cancel.

Congratulations! Your Create Customer Request is now in process. For more information about next steps, click View Details on the pop-up page that automatically displays and view content in the Details and Process tabs.

The request submission confirmation window shows the next step in the process and a highlighted blue "View Details" link.

The View Details screen shows the next step in the process above the Details and Process section. The Details and Process tabs are highlighted and the Details tab is open and shows the Request information.

Experiencing an issue or need additional support? Contact our OneIT Team by

Opening a support ticket or
Call us at 201-216-5500

If you need assistance with creating a requisition, contact Finance at support@stevens.edu