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Administrator Guide
Last Updated: 2023-06-23
Create Custom Dimensions and Custom Account Posting Rule Types

Create Custom Dimensions and Custom Account Posting Rule Types

Security:
Set Up: Custom Accounting Posting Rule Types
 domain in the Accounting Center functional area.
You create custom dimensions and custom account posting rule types to create rules for transactions you want to bring into Workday.
  1. Access the
    Create Custom List
     task.
    Use this task to create custom list values that you can then enable for use as custom account posting rule dimensions.
  2. Access the
    Create Custom Account Posting Rule Dimension
     task.
    Use the task to enable the custom list objects as your custom dimensions.
  3. Access the
    Create Custom Account Posting Rule Type
     task.
    Use the task to create a custom account posting rule type and link the custom posting rule dimension. To add the custom account posting rule type automatically to the existing account posting rule set, save the custom account posting rule type.
  4. Access the
    View Account Posting Rule Set
     report.
    Select the custom posting rule type that you created, click
    Edit Posting Rule
     to add the detail to the posting rule to determine the ledger account. You can now use this posting rule type to build your configuration.
  5. Use a Join to map this custom list to the corresponding column in your raw dataset in Prism. The map enables you to instantiate the value in your enriched data source. Workday makes the value available that you can use in posting rules. See Create Workday Instances with Prism Join.