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Administrator Guide
Last Updated: 2024-03-08
Example: Configure Customer Contacts for Email

Example: Configure Customer Contacts for Email

This example illustrates how to set up customer contacts so that you can email the invoice documents to them easily.
As a Setup Administrator, you’ve created a customer profile in Workday. You now want to set up bill-to contacts so that you can automatically email various documents after you print them. When you don't configure billing contacts, Workday sends the email to the primary contact.
  • Configure your tenant for email and attachments.
  • Configure the
    Customer Invoice Email Event
     business process to define conditions and rules for emailing and attachments.
  • Ensure that your tenant has the default email and mail document delivery types along with the delivery method.
  • For electronic invoices, create document delivery rules to map the integration document delivery type to the desired integration system and an external tax code list if applicable.
  • Security:
    Set Up: Customer Contacts
     domain in the Customers functional area.
  1. From the
    Addresses and Contacts
     profile group on a customer profile, access
    Customer Contacts
    .
  2. Click
    Add
    .
  3. In the
    Name
     tab, enter or select these values:
    Option Description
    Country
    United States of America
    First Name
    John
    Last Name
    Doe
  4. In the
    Contact Information
     tab, click
    Email
    .
  5. Enter or select these values:
    Option Description
    Email Address
    john.doe@workday.com
    Type
    Work
  6. Click
    OK
     and
    Done
    .
  7. Click
    Set Up Bill-To Contacts
    .
  8. Enter or select these values:
    Option Description
    Default Bill-To Contact
    Select this check box.
    Email Documents
    Select these options:
    • Customer Invoice
    • Customer Statement
    • Dunning Letter
Workday sends customer invoices, customer statements, and dunning letters to the default bill-to contact.