Sept 23, 2025, PO Freeze for Goods and Inventory Replenishment for Stock and Non-Stock

Key Points:

• Starting September 23, the current Lawson P.O. process used to purchase non-stock (Non-Warehouse and Non-Storeroom items) will temporarily freeze and then transition over to the Workday process Oct 1.  How to prepare for this freeze is listed below.
  • For detailed information go to Nexus ERP Project | Inside Carilion
• The new PO process in Workday will be up and fully functioning Oct 1.
• There is no impact on Consignment products/items.  If you need a Consignment item, follow the normal process
• No impact on Source 4, Staples, and Family Community Medicine’s McKesson ordering.

How to Prepare for the Sept 23rd PO Freeze:

• Review your specific non-stock items and how you order them.
• Determine if you will have enough non-stock (Non-Warehouse and Non-Storeroom items) items to carry you through the start of the PO freeze through October 6.
• If you find that you do not have enough to account for the Sept 23 to Oct 6 timeframe, start now by ordering additional to carry you through the timeframe.  Oct 6 is to account for contingency while we get comfortable with the new system.
  • Request a separate PO requisition for your freeze period non-stock items.
• Please work within your area to properly store the items as well as to use the items so you can return to normal status after Oct 1 Workday go-live.  Do not use spaces not rated to store your items.
• If you need space to store the additional non-stock (Non-Warehouse and Non-Storeroom items) items for this period, place a JIRA ticket requesting temporary storage.  Temporary Non-Stock Storage Request - Carilion Materials Management - Service project. Be cautious of over ordering, Once Workday goes live, any product in storage will be sent to you.  This is not long-term storage.  ***Please make a note on the Description field of the JIRA PO request that you will need storage.
• For emergency/unplanned non-stock purchase, please follow the JIRA ticket process, Place an Order (Submit MMR Form). Please have your MMR signed by one of Luis Richard’s direct reports. Without this signature, your order will have to go through Purchasing leadership approval before being processed.
• Plan accordingly for this time frame.  Receiving process will be limited to emergency needs Sept 26 through Oct 1.

If you have any questions, please contact Craig Bryant, Sr Director of Supply Chain Operations, csbryant@carilionclinic.org.