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Administrator Guide
Last Updated: 2023-06-23
Set Up Unique Invoice Numbering for a Company

Set Up Unique Invoice Numbering for a Company

Security:
  • Set Up: Company General
     domain in the Common Financial Management functional area.
  • Set Up: Customer Accounts
     domain in the Customer Accounts functional area.
Workday enables you to create unique IDs for invoices, credits, debits, and rebills to comply with global accounting standards. You can configure unique invoice numbering for both the tenant and for individual companies.
The tenant-level setting applies to all companies automatically. When you configure a company-level setting, it overrides the tenant-level setting for that company.
  1. Access the
    Edit Customer Account Options
     task.
  2. As you complete the
    Enable Unique Invoice IDs for Credits, Debits, and Rebills
     prompt, consider:
    • Inherit From Tenant
      : Use the tenant-level setting. Access the
      Edit Tenant Setup - Financials
       task to configure tenant-level settings.
    • No
      : Use standard invoice numbering, regardless of the tenant-level setting.
    • Yes
      : Generate unique invoice numbers, regardless of the tenant-level setting.
When you create a customer invoice adjustment, Workday processes the adjustment with a unique invoice ID.
If you enabled unique invoice numbering, assign definitions for credit, debit, and rebill invoices on the
Edit Company ID Definitions
 task.