Example: Create Capital Project Work In Progress (WIP) Exclusion Rule (Transaction Date)

Administrator Guide

This example illustrates how to create a capital project work-in-progress exclusion rule that automatically excludes transactions you incur after your project end date from your WIP accounting.

Your company doesn't want any costs incurred after the project end date you've scheduled in Workday to be included in the WIP accounting. You'll create a WIP exclusion rule to be applied to the capital project transactions you incur after the project end date.

Access the

Create Capital Project WIP Exclusion Rule

task, and enter a description and category for your rule.

Enter these values in the Rule Conditions
section:

Source or External Field Condition Rule	Relational Operator	Comparison Type	Comparison Value
Transaction Date	greater than	Value from another field	Project End Date

Workday applies your WIP exclusion rules to your transactions based on the order of precedence that you specify on the

Set Up Capital Project WIP Exclusion Rule Sheet

task, and creates accounting in either the Spend
or Work in Progress
accounts based on your rules.

Use the

Set Up Capital Project WIP Exclusion Rule Sheet

task to specify an effective date and order of precedence for your new rule.