Set Up Customer Invoice Options for a Company

Administrator Guide

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 change customer invoice preferences for your company to suit your business needs. You can:

Set up a default commodity code type for sales items, so that you don't have to select it manually on customer invoices and adjustments.

Enable the bill-from and ship-from address options on customer invoices and adjustments for compliance with local tax regulations.

Access the

Edit Customer Account Options

task.

Complete the

Invoice Options

section:

Option	Description
Default Commodity Code Type	Select to automatically populate this commodity code type for associated sales items at the invoice lines on these tasks: Create Customer Invoice Create Customer Invoice Adjustment Record Cash Sale To display options on this prompt, first configure commodity code types. See Steps: Create Commodity Codes.
Enable Bill-From Address and Ship-From Address on Customer Invoice	Select this check box to opt into displaying these prompts when you create or edit customer invoices, invoice adjustments, and customer contracts: Bill-From Address Ship-From Address
Enable Multiple Due Dates on Customer Invoices	Select this check box to assign multiple due dates to a single customer invoice or invoice adjustment. When you select this check box, Workday activates the Payment Schedule tab on the customer invoices and invoice adjustments that you create or edit for the company.