Concept: Custom Validations on Billable Project Transactions

You can configure custom validations to apply when users modify transactions on the

Manage Project Billing Transactions

task. Example: A validation that requires users to select a revenue adjustment reason when the

Amount to Bill

doesn't match the

Billable Amount

Custom validations trigger:

When a user attempts to submit the task, not at the moment they change a field.

Only when a user changes the existing data in fields. They don’t trigger when existing data meets the conditions but the user doesn’t change the fields.

On the

Maintain Custom Validations

task, you can select these transaction types to configure critical validations on project billing transactions:

Transaction Type	Description
Project Billing Transaction Summary	Configure validations to apply when users modify transactions on the summary screen on the Manage Project Billing Transactions task.
Project Billing Transaction Details	Configure validations to apply on the: Transaction details screen on the Manage Project Billing Transactions task. Project Transactions tab on the Edit Customer Invoice Proposal task.

On these transaction types, Workday doesn't currently support custom validation messages that you configure on the

Configure Validation Message

task. We recommend that you use the

Description

field on a custom validation to enter the message you want to display to users.

The

Hours to Bill

report field is usable for time-based transactions only. When you create a custom validation using the

Hours to Bill

report field, include this additional condition to prevent the validation triggering incorrectly:

And/Or	Source External Field or Condition Rule	Relational Operator	Comparison Type	Comparison Value
And	Project Transaction Source	in the selection list	Value specified in this filter	Time

Steps: Set Up Custom Validations