Steps: Create Custom Invoice Print Layouts

Download and install Workday Studio, including Report Designer.

Familiarize yourself with the Workday Studio documentation and tutorials for Report Designer.

Include the .rptdesign
file type in the

File Type Setup Instructions

section on the

Edit Tenant Setup - System

task.

Workday delivers a customer invoice BIRT layout and a standard printing report with the fields needed to print a customer invoice. You can customize the layout to meet your business needs.

When customizing the customer invoice layout, you can add:

Fields that you want to include in the printed customer invoice.

Your company logo, by using tokens. You can find tokens in your XSL stylesheet or Report Designer business form layout.

Supplementary content, including financial messages.

Download the report design attachments from your

Customer Central

tenant and upload them in Workday Studio to make a custom copy.

(Optional) To create a copy of the standard delivered print report for adding fields, access the

Copy Standard Report to Custom Report

task.

Select the

Customer Invoice Printing Report - Report Design

report from the

Standard Report Name

prompt and rename the report.

Workday automatically sets

Data Source

to Customer Invoices for Print Run
. Select the Customer Invoices for Print Run as of Approval Date
option to print customer invoice documents with data as of the most recent invoice approval date.

Create Custom Reports.

Customize the report fields.

Workday automatically adds the

Print Run

prompt. If you add other prompts or filters, the report might not provide the desired results.

Set Up Share Options for Custom Reports.

Security: Custom/Standard Report Copy
domain in the Tenant Non-Configurable functional area.

From the related actions menu of your

Customer Invoice Printing Report - Report Design

report, select

Web Service

View URLs

Import the data from the custom print report into Workday Studio.

In the

Workday XML

section, for the REST field, click

Workday XML

Save the file with an XML extension to your local drive.

In the

Workday XML

section, for the XSD field, click

XSD

Save the file with an XSD extension to your local drive.

Access the

Create Business Form Layout

task.

Associate your custom report with all the desired fields in the copy of the report layout that you downloaded from Workday Studio.

Select the

Active

check box.

In the

Resulting Document Expiration Offset (in days)

field, specify the number of days to retain the reports before they expire.

Ensure that the expiration offset complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.

From the

Report Design

prompt, select

Create Custom Business Form Report Design Attachment

Select the report design layout that you downloaded from Workday Community.

You can create your own report design layout. See:

Create and Publish Document Layouts in Docs for Layouts

Steps: Create Business Form Layouts with Report Designer.

From the

Custom Report

prompt, select the delivered Customer Invoice Printing Report - Report Design
or your custom report.

Add company_logo
for the