Create Sponsor Statement Print Layouts

Administrator Guide

Create a business form layout for sponsor statements.

Security: These domains in the Grants Management functional area:

Set Up: Sponsor Accounts
.

Reports: Sponsor
to use the delivered Sponsor Statement
business form layout.

You can create layouts for a company to use when printing and emailing sponsor statements. You can:

Select a statement type, aging group, and remittance option for the sponsor.

Create a business form layout to customize your report design.

Personalize the statement layout with your company logo and financial messages.

Access the

Create Sponsor Statement Print Layout

task.

As you complete the task, consider:

Option	Description
Statement Type	Select: Balance Forward to include a consolidated balance on the sponsor statement. This balance carries over to each subsequent billing period. Open Item to include individual sponsor invoices on the sponsor statement that aren't yet paid in full.
Business Form Layout	You can either: Leave this field blank to use the delivered Sponsor Statement layout. Select a custom layout.
Include Company Logo	Select to generate the company logo from the business form layout.
Aging Group	Workday aggregates all invoice amounts for the number of days you specify in the aging group.
Customer Statement Remittance Option for Sponsor	Workday only supports a Standard remittance option for sponsor statements.
Financial Message	Financial messages display on each sponsor statement that you generate with this layout. You can include up to 3 financial messages per company.

Workday uses the print layout when your company generates PDF email attachments and printed sponsor statements.

Create sponsor statements.

Print and email sponsor statements.