Universal Request in Sourcing and Procurement Operations

  • Release version: Australia
  • Updated June 12, 2026
  • 1 minute to read

    • Universal Request (UR) in Sourcing and Procurement Operations enables employees to submit procurement-related requests through Employee Center, even when a request requires collaboration across multiple departments or teams. After submission, a routing agent creates a procurement case and routes it to the appropriate fulfillers for resolution.

    Plugin

    To enable Universal Request in Sourcing and Procurement Operations, install the Universal Request for Source-to-Pay Operations plugin (sn_fsc_ur_common). For more information, see Install Universal Request for Sourcing and Procurement Operations.

    Key stakeholders

    • Employees submit procurement-related requests by creating Universal Requests in Employee Center.
    • Routing agents are tier-1 agents who manage Universal Requests and procurement cases. Routing agents can view, update, transfer, and close Universal Requests, and create procurement cases from Universal Requests.

    To create routing agents, add users to the Source Operations Universal Request Group. For more information, see Universal Request roles and groups and Assign roles to UR users.

    Universal Request workflow

    1. An employee submits a Universal Request from Employee Center.

      For more information, see Create a Universal Request from the Supplier Collaboration Portal.

    2. A routing agent reviews the request and routes it to the appropriate team based on the short description and additional details provided.
    3. The routing agent creates a procurement case as the primary ticket for resolution.

      For more information, see Create a procurement case from a Universal Request.

    4. When Need resolution review is enabled, the routing agent reviews the resolution and determines the next steps:
      • Accepts the resolution: The Universal Request is marked as Closed.
      • Rejects the resolution: The procurement case is dissociated from the Universal Request, and a new primary ticket is created for further resolution.
        Note:
        By default, Need resolution review is enabled.
      Status updates sync automatically to the Universal Request. The employee can track progress on the Activity tab in their Universal Request in Employee Center.