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Administrator Guide
Last Updated: 2026-03-13
Steps: Create Custom Business Form Layout for Netting Statements

Steps: Create Custom Business Form Layout for Netting Statements

Workday delivers a standard business form layout for netting called
Netting Transaction Printing Form
.
If the delivered business form layout doesn't meet your needs, you can create your own custom business form layouts. You can associate them with netting statement print layouts and, in some cases, replace a delivered layout using XSL stylesheet, Report Designer, or Docs for Layouts.
  1. Create a netting statement layout using 1 of these options:
  2. Create a custom business form layout.
    1. Access the
      Create Business Form Layout
       task.
    2. Select the
      Active
       check box.
    3. Enter the number of days for retaining netting statements before they expire in the
      Resulting Document Expiration Offset (in days)
       field. The maximum value is 25,000.
      Ensure that the expiration offset you specify complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.
    4. Select a business form layout from 1 of these prompts:
      • XSL Attachment
      • Report Design
      • Document Layout
      To simplify the process when you select the
      Report Design
       option, you can download the netting statement
      rptdesign
       file from Workday Community: https://community.workday.com/node/721452.
    5. Select a
      Custom Report
      .
    6. Add the
      Token Name
       for the company logo and signature:
      • company_logo
      • po_signature
      These tokens are only in your XSL stylesheet or Report Designer business form layout.
    Security:
    Custom Report Creation
     in the System functional area.
  3. Access the
    Configure Business Form Layout
     task.
    Upload images for the company logo and signature tokens.
    Security:
    Custom Report Creation
     in the System functional area.
  4. Associate your custom layout with the netting statement print layout.
    1. Access the
      Create Netting Statement Print Layout
       task.
    2. Select the custom form you created for the custom business form layout for netting statements.
    3. Check the applicable
      Include Company Logo
       and
      Include Signature
       options.
    Security:
    Setup: Netting Rules
     domain in the Common Financial Management functional area.
When you print netting statements, Workday uses the custom business form layout instead of the Workday-delivered layout.