Create Custom References for Ad Hoc Project Transactions

Administrator Guide

Security: Set Up: Project Billing - Invoicing
domain in the Project Billing functional area.

Custom reference fields enable you to view external reporting data on your billable transactions and consolidate billing installments and transactions on invoices. You can create custom reference fields to use on:

Ad hoc project transactions.

Customer invoices from contracts.

Access the

Enable Ad Hoc Project Transaction Custom References

task.

As you complete the task, consider:

Option	Description
Enabled	Select to display the custom reference fields on these tasks: Create Ad Hoc Project Transactions Manage Project Billing Transactions
Consolidated Billing	Select to add the custom references as options in the Additional Consolidation Grouping prompt on these tasks: Create Customer Invoices from Contracts Schedule Create Customer Invoices from Contracts
Reference Name	Workday displays the reference name that you enter instead of the Workday-delivered custom reference on these tasks: Create Ad Hoc Project Transactions Manage Project Billing Transactions
In Use	Workday enables this check box when you use the custom reference fields on: Ad hoc project transactions. Customer invoices from contracts. You can't delete a custom reference field when it's in use.

Create ad hoc project transactions.

Create customer invoices from contracts.

Create Customer Invoices from Contracts

Manage Project Billing Transactions