Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Reference: Ship-To Connection in Customer Invoices

Reference: Ship-To Connection in Customer Invoices

Workday takes the most relevant information first and then moves down the hierarchy of address entries. It applies those values to ship-to customer and ship-to address fields as applicable. You can override the default values at any point. These tables detail the behavior for shipping connections on the customer invoice header and invoice lines.
On the customer invoice header:
Customer Invoice Header Fields
Applied Order of Values
Default Ship-To Customer
  1. The
    Ship-To Customer
     identified as the default on the Connection Map.
Default Ship-To Address
  1. The
    Default Ship-To Address
     for the Business Connection.
  2. The most current
    Ship-To Customer
     address with a shipping usage. When there’s more than 1 address with the same date, Workday randomly selects one.
  3. Finally, Workday uses the primary business address for the
    Ship-To Customer
     on the Connection Map.
Default Tax Code
  1. The
    Tax Code
     from
    Tax Rule for Country
     if a rule exists, based on the
    Default Ship-To Address
     you select.
  2. The
    Tax Code
     specified on the Invoice Customer, if specified.
On the customer invoice line:
Customer Invoice Line Fields
Applied Order of Values
Ship-To Customer
  1. Default Ship-To Customer
     in the customer invoice header.
  2. Ship-To Customer
     from the Connection Map defined as default.
Ship-To Address
  1. Workday uses
    Default Ship-To Address
     from the customer invoice header for new invoice lines if the ship-to customers are the same.
  2. If the
    Ship-To Customer
     on the invoice line is different from the customer invoice header, Workday uses the default address on the Connection Map.
  3. Workday uses the primary address for the invoice line's
    Ship-To Customer
     on the Connection Map that has a shipping usage.
  4. Workday uses the highest effective-dated
    Ship-To Customer
     address specified on the Connection Map that has a shipping usage. When there are multiples with the same date, Workday randomly selects one.
  5. Finally, Workday uses the primary business address for the invoice line's
    Ship-To Customer
     on the Connection Map.
Tax Code
  1. If there's a
    Ship-To Customer
     on the invoice line, Workday applies the tax code for the
    Ship-To Address
    . It's applicable only when a tax rule exists.
  2. If there's a
    Ship-To Customer
     on the invoice line, and no match on the tax rule, the field remains blank.
  3. Workday pulls the tax code from the billing customer when you:
    • Haven't configured a business connection.
    • Don't have a
      Ship-To Customer
       specified on the invoice line.