Steps: Upload Customer Contracts

You can add new customer contracts or update existing, unapproved customer contracts in Workday from a spreadsheet using Enterprise Interface Builder (EIB). The spreadsheet includes sections for customer contract and contract line data. You can also assign worktags to specific business objects like locations, cost centers, or projects.

You can submit the contracts or save them in draft mode. In addition, you can optionally lock the contracts in Workday to prevent editing or cancellation. However, Workday doesn't recommend locking customer contracts because it prevents you from amending the contracts in Workday. After you approve contract, you can't make contract amendments through web services, either.

When successfully completed, the upload automatically triggers the

Customer Contract Event

business process. Workday can complete approvals automatically, bypass reviews and To Do tasks, and skip Notifications in the

Customer Contract Event

business process. To enable these options, select the

Auto Complete

option when you prepare the spreadsheet.

After you successfully load the data into Workday, you can view the customer contracts by accessing the

View Customer Contract

report.