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Administrator Guide
Last Updated: 2023-09-08
Steps: Create Customer Contracts for Minimum Commitments

Steps: Create Customer Contracts for Minimum Commitments

Workday enables you to evaluate customer usage and automatically apply a contractual minimum commitment on a recurring basis.
  1. Create a customer contract that includes
    Usage-Based
     and
    Recurring - Fixed Term
     contract line types.
    Select an option from the
    Usage Billing Rate
     prompt. The usage billing rate that you select must include the
    Recurring - Fixed Term
     contract line in the
    Minimum Commitment
     section.
  2. Generate billing installments for your customer contract lines.
  3. Access the
    Record Usage-Based Transactions
     task.
    To calculate minimum commitments, select an option from the
    Unit of Measure
     prompt that matches the
    Unit of Measure
     on the
    Usage Billing Rate
    .
    Security:
    • Process: Project Billing - Usage
       domain in the Project Billing functional area.
    • Process: Usage
       domain in the Customer Contracts and Project Billing functional areas.
  4. Create minimum commitment invoices.
Workday creates invoices based on the minimum commitment requirements that you define.