Steps: Create Customers

Configure the Customer Event
business process and security policy in the Customers functional area.

You can create customers in Workday to:

Create and send invoices to the recipients for goods or services.

Manage accounts receivable by monitoring outstanding balances and processing customer payments.

Ensure compliance with financial regulations by maintaining accurate and identifiable customer data.

Access the

Maintain Customer Categories

task.

Configure categories for your customers.

Security: Set Up: Customer Maintenance
in the Customers functional area.

Access the

Maintain Customer Groups

task.

Configure groups for your customers. Examples: Salespeople, industry groups, regional groups.

Security: Set Up: Customer Maintenance
in the Customers functional area.

(Optional) Access the

Edit Tenant Setup - Global

task.

In the

Other

section, select relevant languages from the

Enable Phonetic Name for Company and Business Entity in These Languages

prompt to enable the

Customer Phonetic Name

field on the

Create Customer

task.

See Reference: Edit Tenant Setup - Global.

(Optional) Access the

Maintain Basic Customers

report.

Create customer profiles as just worktags for use on adding to operational transactions. Examples: Supplier invoices, expense reports, and projects.

Security: Set Up: Basic Customer
in the Common Financial Management functional area.

Create Customers.

(Optional) Access the

Edit Tenant Setup - System

task.

In the

Activity Stream Settings

section, select Customer
from the

Selected Objects for Activity Stream

prompt to post customer-related comments.

Security: Set Up: Tenant Setup - System
domain in the System functional area.

See Reference: Edit Tenant Setup - System.

Access the

Maintain Reasons for Customer Status Change

task.

Configure reasons for customer status changes.

Security: Set Up: Customer Maintenance
domain in the Customers functional area.