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Administrator Guide
Last Updated: 2024-03-08
Example: Set Up Custom Validations on Billable Project Transactions

Example: Set Up Custom Validations on Billable Project Transactions

This example illustrates how to set up custom validations on billable project transactions.
You want to prevent the need for invoice adjustments that result from project billers omitting data when they modify billable project transactions:
  • When project billers modify amounts to bill, they sometimes forget to include an adjustment reason. You want to ensure that users select a
    Revenue Adjustment Reason
     when the
    Amount to Bill
     doesn't match the
    Billable Amount
    .
  • Since your organization posts adjustment amounts to a different ledger account, you also want to ensure that users select a
    Revenue Adjustment Reason
     when they change the
    Total Amount to Bill
     on the summary screen of the
    Manage Project Billing Transactions
     task.
Security:
Set Up: Custom Validations
 domain in the Common Financial Management and System functional areas.
  1. Access the
    Maintain Custom Validations
     task.
    Create a validation on the summary screen of the
    Manage Project Billing Transactions
     task.
    1. In the sidebar, select the
      Project Billing Transaction Summary
      transaction type.
    2. In the grid, click
      New Validation
      .
    3. In the
      Description
       field, enter
      Select an Adjustment Reason. The New Total Amount to Bill is different to the amount from transactions that are ready to bill.
      Workday displays this message to users when the validation triggers.
    4. In the
      Comment
       field, enter an explanation of the validation logic:
      Triggers when the value in New Total Amount to Bill is different to the value in Total Amount to Bill from Ready to Bill Transactions and Adjustment Reason is empty. Requires the user to select an Adjustment Reason.
    5. In the
      Rule Conditions
       grid, select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      New Total Amount to Bill
      not equal to
      Value from another field
      Total Amount to Bill from Ready to Bill Transactions
      And
      Revenue Adjustment Reason
      is empty
    6. Click
      OK
      .
  2. Stay on the
    Maintain Custom Validations
     task.
    Create a validation on the details screen of the
    Manage Project Billing Transactions
     task.
    1. In the sidebar, select the
      Project Billing Transaction Details
       transaction type.
    2. In the grid, click
      New Validation
      .
    3. In the
      Description
       field, enter
      Select a Revenue Adjustment Reason. The Amount to Bill is different to the Billable Amount.
      Workday displays this message to users when the validation triggers.
    4. In the
      Comment
       field, enter an explanation of the validation logic:
      Triggers when the value in Amount to Bill is different to the value in Billable Amount and Adjustment Reason is empty. Requires the user to select an Adjustment Reason.
    5. In the
      Rule Conditions
       grid, select these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      Amount to Bill
      not equal to
      Value from another field
      Billable Amount
      And
      Revenue Adjustment Reason
      is empty
    6. Click
      OK
       and
      Done
      .
Test your validations on the
Manage Project Billing Transactions
 task.