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Includes notes on employee access, timing for complex PO contracts, signature authority rules, and which contract types require different processing paths, including supply chain versus ORA and outbound services.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/conga-purchasing-request-form-workday-requisition-and-change-orders-tutorial/338899/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/conga-purchasing-request-form-workday-requisition-and-change-orders-tutorial/338899.png","ImageObject",442,249,{"name":42,"@type":43},"Emma Mercer","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-29","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":26},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"Why are both the Workday requisition and the Conga purchasing form required?","Question",{"text":62,"@type":63},"The Workday requisition process obtains financial approvals and provides information that integrates into the Conga Purchasing Request form. The end user gathers required details, submits the purchase requisition, tracks Workday approvals, and tracks the integration into Conga.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"Who is allowed to sign quotes and contracts?",{"text":67,"@type":63},"Only a small set of UM employees are authorized to sign quotes and contracts. Departments should never sign; if provided with counterparty documentation, departments should only initial the first page to confirm review and intent to proceed.",{"name":69,"@type":60,"acceptedAnswer":70},"How should contracts involving multiple suppliers be handled?",{"text":71,"@type":63},"Create separate requisitions for contracts involving multiple suppliers, so each supplier can be processed through the correct procurement workflow.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},338899,1790686920,{"code":4,"msg":81,"data":82},"success",[83,87,92,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":85,"slug":86},11,90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":84,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":26,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":103,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":140},962084925502,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Contents:  \nImportant Notes and Examples  \nSteps:  \n1. Workday Purchase Requisition  \na. Gather Req Information  \nb. Submit the Req  \nc. Track the Req Approvals and Integration  \n2. Conga Purchasing and Supply Chain Request Form  \na. Gather Conga Information  \nb. Submit the Conga Form (“Draft”)  \nc. Track the Conga Status  \n3. Workday Change Orders (COs)  \na. Gather CO Information  \nb. Conga Form ( non-integrated)  \nc. Workday Change Order  \nImportant Notes:  \nEmployee Access: For technical reasons, one University employee will be required to submt both the Workday requisition and the Conga Purchasing Request form.  \nTiming: Since PO contracts can be much more complex and take more time to process than typical POs, avoid delays by starting the supplier onboarding and Workday requisition processes as soon as possible.  \nSignatures: There are only a handful of UM employees authorized to sign quotes and contracts. Departments should never sign a quote or contract. Instead, if provided with counterparty documentation, only initial the first page. This acknowledges you have reviewed the document and intend to proceed.  \nUM Policy: Signature Authority  \nImportant Examples  \nSupply Chain Contracts:  \n• Service Agreements  \n• Consulting  \n• Licenses (e.g. , professional licenses, permits)  \n• Software & Software Evaluations  \n• Equipment:  \n• Trial Equipment (value is ≥$0 and/or includes disposables)  \n• Non-UM Owned Moveable and Capital Equipment  \n• Lease Agreements  \n• Hotel Conferences & Seminars  \n• Contracted Goods/Services  \n• Medical Agreements ( including anything that touches a patient or contains Protected Health Information ( PHI ) , Private Personal Information ( PPI ) , and/or software.  \n• Clinical Trials & Clinical Studies (including free/trial equipment and/or the use of disposables. The purchase of goods/services will require a PO. Important: For contracts involving multiple suppliers, create separate requisitions.  \nContracts not processed by Supply Chain:  \n• Office of Research Administration (ORA)  \nImportant: If UM will pay $.01 or more, ORA will defer the contract to Supply Chain.  \nContact: ORA, IBIS System  \n• Outbound Services  \nE.g. , UM is providing a paid/unpaid service  \nContact: Contract Administration  \n1. Workday Purchase Requisition  \nThe Workday requisition process is required in order to obtain financial approvals and integrate information from the Workday req to the Conga Purchasing Request form. During this process, the end user is responsible for gathering information, submitting a purchase requisition, tracking the WD approvals, and tracking integration into Conga. E.g. , RQ-0000\\#\\#\\#\\#\\#\\# .  \nReq Creator Tip: One UM employee will submit both the Workday req and Conga form. They will also function as a liaison between the department and procurement team.  \n1a. Gather the Purchase Req Information:  \n\n| UM Company\u003Cbr>Company Tip: This is determined by the financial Worktag being used. | E.g.: Academy (200), MSOM (500) , UHCORP (305) , 310 UMMG (310) , 320 ABLEH (320) , 330 UMHC (330) , or 340 UMH (340) |\n| --- | --- |\n\n\n| Contact for Information:\u003Cbr>Departmental Requester / CCM |  |\n| --- | --- |\n| Deliver-To\u003Cbr>Contact for Information:\u003Cbr>Departmental Requester / CCM\u003Cbr>Contact for Technical Assistance:\u003Cbr>Supply Chain Training Team | Building name & room number\u003Cbr>E.g. , For 1252 Memorial Drive, Ashe 235 , type only Ashe 235 and press the Enter key. |\n| Ship-To\u003Cbr>Contact for Information:\u003Cbr>Departmental Requester\u003Cbr>Contact for Technical Assistance:\u003Cbr>Supply Chain Training Team | Physical address & room number\u003Cbr>E.g. , For 1252 Memorial Drive, Ashe 235, type only 1252 235 and press the Enter key. |\n| Driver Worktag\u003Cbr>Split Accounting Tip: Select one worktag here. On the Summary screen, split accounting can be applied to each line item.\u003Cbr>Contact for Assistance:\u003Cbr>Departmental Requester / CCM\u003Cbr>Contact for Technical Assistance:\u003Cbr>Supply Chain Training Team | E.g.:\u003Cbr>• Grant = GR\\#\\#\\#\\","cbCaid9iTnCoWfRI","https://ap.wps.com/l/cbCaid9iTnCoWfRI","pdf",1210353,"English","# Important Notes and Examples\n## Workday Purchase Requisition\n## Conga Purchasing and Supply Chain Request Form\n## Workday Change Orders (COs)\n# Important Examples\n## Supply Chain Contracts\n## Contracts not processed by Supply Chain","[{\"question\":\"Why are both the Workday requisition and the Conga purchasing form required?\",\"answer\":\"The Workday requisition process obtains financial approvals and provides information that integrates into the Conga Purchasing Request form. The end user gathers required details, submits the purchase requisition, tracks Workday approvals, and tracks the integration into Conga.\"},{\"question\":\"Who is allowed to sign quotes and contracts?\",\"answer\":\"Only a small set of UM employees are authorized to sign quotes and contracts. Departments should never sign; if provided with counterparty documentation, departments should only initial the first page to confirm review and intent to proceed.\"},{\"question\":\"How should contracts involving multiple suppliers be handled?\",\"answer\":\"Create separate requisitions for contracts involving multiple suppliers, so each supplier can be processed through the correct procurement workflow.\"}]","Conga Purchasing Request Form - Workday Requisition and Change Orders Tutorial | PDF",1790026427,6]