{"id":2126,"date":"2019-09-13T15:54:22","date_gmt":"2019-09-13T22:54:22","guid":{"rendered":"https:\/\/stage.web.wsu.edu\/rebo-wds\/?page_id=2126"},"modified":"2022-05-05T13:15:57","modified_gmt":"2022-05-05T20:15:57","slug":"submitting-a-request","status":"publish","type":"page","link":"https:\/\/stage.web.wsu.edu\/rebo-wds\/submitting-a-request\/","title":{"rendered":"How to Submit to REBO"},"content":{"rendered":"
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How to Submit a Request to REBO<\/h2>\n<\/header>\n

First, please review the following Workday Reference Guides<\/strong><\/a>:<\/span><\/p>\n

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  1. Create Supplier Request<\/span><\/a><\/li>\n
  2. Create Customer Request<\/span><\/a><\/li>\n
  3. Contract Request<\/span><\/a><\/li>\n<\/ol>\n

    STEP 1:<\/strong> Verify that the counterparty (the Supplier or Customer) is in Workday.<\/p>\n

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    1. 1. Check to see if the counterparty is already in Workday:\n
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      1. For a Supplier<\/em>, run a “Find Suppliers<\/strong>” report in Workday. (See directions in Create Supplier Request Reference Guide<\/a>)<\/li>\n
      2. For a Customer<\/em>, run a “Find Customer with Facet Search<\/strong>” in Workday. (See directions in Create Customer Request Reference Guide”<\/a>)<\/li>\n<\/ol>\n<\/li>\n
      3. 2. If the counterparty is not in Workday, you will need to request it be entered:\n
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        1. For Suppliers<\/em>: Complete a Create Supplier Request<\/strong> process in Workday to request that they are added. (See directions in Create Supplier Request Reference Guide<\/a>)<\/li>\n
        2. For Customers<\/em>: Complete a Create Customer Request <\/b>process in Workday to request that they are added. (See directions in Create Supplier Request Reference Guide<\/a>)<\/li>\n<\/ol>\n<\/li>\n
        3. 3. Once the counterparty is in Workday, you are ready to proceed to STEP 2.<\/li>\n<\/ol>\n

          STEP 2<\/strong>: Fill out the required form(s).<\/p>\n

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          1. For all contract requests to both<\/span> REBO and Purchasing Services, you must include a fully completed Contract Request Form<\/strong><\/a>.\u00a0 You will need to save the form FIRST before completing it in order to save your work.
            \nNote<\/em><\/strong>: Please go to this link each time you need this form rather than using the same copy again. The form will be updated periodically, so any form you have from a previous download could be outdated.<\/em><\/li>\n
          2. The other required forms<\/strong> to submit a contract to REBO can be found on\u00a0REBO Required Documents.<\/a><\/strong><\/li>\n
          3. If you are asking REBO to draft a contract document from scratch, please complete a Working Term Sheet<\/a><\/strong>.<\/li>\n<\/ol>\n

            STEP 3<\/strong>: Complete the Contract Request<\/strong> process in Workday.<\/p>\n