Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-03-13
Steps: Create Custom Business Form Layout for Consolidated Invoices

Steps: Create Custom Business Form Layout for Consolidated Invoices

You can create your own custom business form layouts for consolidated invoices and associate them with the consolidated customer invoice print layouts. You can also replace a delivered layout using XSL stylesheet, Report Designer, or Docs for Layouts.
  1. Create a consolidated customer invoice layout using 1 of these options:
  2. Create a custom business form layout.
    1. Access the
      Create Business Form Layout
       task.
    2. Select the
      Active
       check box.
    3. Enter the number of days for retaining consolidated customer invoices before they expire in the
      Resulting Document Expiration Offset (in days)
       field. The maximum value is 25,000.
      Ensure that the expiration offset you specify complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.
    4. Select a business form layout from 1 of these prompts:
      • XSL Attachment
      • Report Design
      • Document Layout
    5. Select a
      Custom Report
      .
    6. Add the
      Token Name
       for the company logo and signature:
      • company_logo
      • po_signature
      These tokens are only in your XSL stylesheet or Report Designer business form layout.
    Security:
    Custom Report Creation
     in the System functional area.
  3. Access the
    Configure Business Form Layout
     task.
    Upload images for the company logo and signature tokens.
    Security:
    Custom Report Creation
     in the System functional area.
  4. Associate your custom layout with the consolidated customer invoice print layout.
    1. Access the
      Create Consolidated Customer Invoice Print Layout
       task.
    2. Select the custom form you created for the custom business form layout for consolidated invoices.
    3. Check the applicable
      Include Company Logo
       and
      Include Signature
       options.
    Security:
    Set Up: Customer Accounts
     domain in the Customer Accounts functional area.
When you print consolidated customer invoices, Workday uses the custom business form layout instead of the Workday-delivered layout.