Create Customers

Configure the Customer Event
business process and security policy.

Security: These domains in the Customers functional area:

Set Up: Customer Maintenance

Set Up: Customer Notes

Create customers in Workday to accurately manage receivables and streamline business processes. You can maintain relevant customer information on the customer profile.

Access the

Create Customer

task.

Complete the task:

Option	Description
Customer Category	Workday uses the customer category and receivables account posting rule to determine the appropriate ledger account. Customers must have 1 customer category. You can set up customer categories on the Maintain Customer Categories task.
Customer Group	Workday uses this value for reporting and analysis and to aid in selection. Example: You can group customers by industry, region, salesperson, or alphabetical segment, such as Customers A through L . For companies configured as customers, select an intercompany customer group or category to identify all intercompany customers. You can set up customer groups on the Maintain Customer Groups task.
Default Tax Code	(Optional) Select for Workday to populate tax code fields automatically on all transactions. You can override the tax code on individual transactions.
Customer Security Segment	Select or create a security segment to restrict customers based on their security group.

Click

Submit

(Optional) On the

Edit Tenant Setup - System

, in the

Activity Stream Settings

section, select Customer
from the

Selected Objects for Activity Stream

prompt to post a comment related to this customer.

Click

To view and edit customer information, access the customer profile.

To view customer hierarchy, access the

Navigate Customer Hierarchy

report.

Steps: Enable Activity Stream

Steps: Maintain Access to Customer Information