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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up and Manage Customer Information

Steps: Set Up and Manage Customer Information

  • Define customer categories.
  • Configure the
    Customer Event
     business process and security policy.
A customer profile gives you a comprehensive and actionable view of information on your customer. You can create customers directly in Workday or use a web service to upload the information from external sources. Workday enables you to:
  • Use the customer profile to create or edit customers in Workday.
  • Create custom fields on a customer profile that supports your organizational requirements.
  • Assign customer roles to positions rather than individual workers making it easier to support organizational changes.
  • Configure security on your customers to control worker access to your customer data through security segments.
  • Manage relationships between business entities and addresses through Connection Maps.
  • Assign your customers to various groups or categories for easier search and management.
  2. (Optional) For intercompany transactions, configure your companies to operate as customers and suppliers.
    A company isn't available for selection when specified as a
    Restricted to Companies
     on the customer profile.
  3. Set up the customer profile. See Steps: Set Up Customer Profiles.
  4. Configure security to restrict access to customer information.
  5. Set up the customer address and contacts. See Steps: Set Up Customer Addresses and Contacts.