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Administrator Guide
Last Updated: 2025-03-14
Create Sales Items

Create Sales Items

You can create sales items to define the types of goods and services that you sell. You can then categorize sales items by revenue category for billing and revenue accounting purposes.
  1. Access the
    Create Sales Item
     task.
  2. As you complete the task, consider:
    Sales Item Tab
    Commodity Code
    Select a commodity code to associate with the sales item.
    You can select only 1 active code per commodity code type.
    Revenue Category
    Select a revenue category to associate with the sales item. When you add the sales item to a customer contract or an invoice line, Workday automatically populates the revenue category .
    Sales Item is a Bundle
    Select to create a sales item bundle. When you add the bundle to a customer contract line, you can bill for the entire line and recognize revenue for each individual sales item in the bundle.
    Quotable
    Select to enable the sales item to be available when creating a quote in Services CPQ.
    Fulfillment Required
    Select to track orders fulfilled against a customer contract line. You can recognize revenue and generate billing for both partially and completely filled orders.
    Purchase Item Mapping
    Select to map a sales item to a purchase item for direct intercompany transactions.
    You can only select a sales item on direct intercompany customer invoices when you map a sales item to a purchase item.
    Classification
    Select Goods or Services to classify sales items as either goods or services. Use this for tax reporting and tax defaulting rules.
    Sales Item Pricing Tab
    Enable Bulk Quantity Pricing
    Select to price the sales item in bulk quantities and reflect the extended amount on items sold in bulk.
    UOM Priced at Quantities of
    Enter the unit of measure for the price of the sales item.
    Displays when you select the
    Enable Bulk Quantity Pricing
     check box.
    Currency
    When you add a sales item to a customer invoice or invoice adjustment line, Workday converts the price to the transaction currency based on your defined rate type.
    Sales Item Defaults Tab
    Contract Line Type
    Select to identify the type of sales item pricing used on customer contracts.
    Billable Project Template
    Select a template for sales items that are project driven to help you quickly generate a project.
    Billing Template
    Select a template for consolidated billing schedules when using the sales item.
    Revenue Treatment
    The revenue treatment that you select on the sales item determines the account posting rule and ledger account when you create invoices and recognize revenue.
    Workday automatically populates the deferred revenue selection on the customer contract line when you select the sales item. Your selection on the customer contract line also displays on the customer invoice line.
    Exclude from Multiple-Element Revenue Allocation
    Select to automatically exclude sales items from multiple-element revenue allocation. You can change your selection at any time. When you leave the prompt blank, Workday uses the selection that you make on the sales item group.
    Related Worktags Tab
    Related Worktags
    A sales item is an object in Workday that you can use as a worktag.
    Set up related worktags for this object using the related worktag types that you configure on the
    Maintain Related Worktag Usage
     task. Workday automatically populates transactions with the values in the
    Default Worktag
     column when you select the object on the transaction.
    When the sales item and revenue category worktags are the same type, the value from the sales item takes precedence because it's more granular.
  • Add an image to the sales item.
  • Add sales items on your customer contracts.