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Administrator Guide
Last Updated: 2024-05-03
Example: Map Spend Category to Multiple Object Classes

Example: Map Spend Category to Multiple Object Classes

This example illustrates how to map an award spend category to multiple object classes using exception worktags.
You’re the award contract specialist at Alma Mater University (USA). You want to set up your award
AWD-123: STEM Infrastructure
 such that when you spend on laboratory equipment, you can add a worktag to the spend and charge the spend to the
Federal Programs: 5000 Supplies
 object class instead of to the default
Federal Programs: 4000 Equipment
 object class. Charging the spend as supplies enables you to bill the direct costs and F&A to the sponsor because you have the Supplies object class set up as part of the Modified Total Direct Costs basis type on the award line.
You want to set up object class mapping such that the Laboratory Equipment spend category is mapped to different object classes depending on whether there's an exception worktag on the spend transaction. When the spend transaction:
  • Contains the grant worktag and the exception worktag
    FP5000
    , Workday maps the spend category to the
    Federal Programs: 5000 Supplies
     object class and generates F&A for the spend.
  • Only contains the grant worktag and not the exception worktag
    FP5000
    , Workday maps the spend category to the
    Federal Programs: 4000 Equipment
     object class and doesn’t generate F&A for the spend. This is the default behavior for spends on laboratory equipment.
Ensure that the basis type on the award line is set to
Modified Total Direct Costs
, which includes the
Federal Program: 5000 Supplies
 object class.
Create a custom worktag
FP5000
 of
Grant Exception
 custom worktag type for
Financial
 and
Payroll
 usage. See: Steps: Define Custom Worktags.
Security:
Set Up: Grants Management
 domain in the Grants Management functional area.
  1. Access the
    Maintain Object Class Mapping
     task.
  2. Select
    Federal Programs
     in the
    Object Class Set
     field.
  3. Click
    OK
    .
  4. In the
    Exception Worktag
     field, select
    Grant Exception
    .
  5. Within the
    Federal Programs: 5000 Supplies
     object class, add a new row for
    Spend Category / Hierarchy / Pay Component Group
    , and select:
    Option Description
    Spend Category/Hierarchy
    Laboratory Equipment
    Exception Worktag
    Grant Exception: FP5000
  6. Select
    OK
     and
    Done
    .
When you purchase a laboratory equipment with the
Laboratory Equipment
 spend category and:
  • Include the grant worktag and exception worktag
    FP5000
     on the spend line, Workday assigns the
    Supplies
     object class to the transaction and generates F&A for the spend.
  • Include the grant worktag but not the exception worktag
    FP5000
    , Workday assigns the
    Equipment
     object class to the transaction and doesn't generate F&A for the spend.