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Administrator Guide
Last Updated: 2024-03-08
Steps: Create Remittance Advices in PDF Format

Steps: Create Remittance Advices in PDF Format

You can create remittance advice documents for your supplier invoice and payroll third-party payments in PDF format. The remittance advices list the invoices or payable items that are associated with your electronic payments or printed checks.
  2. From the related actions menu of these business processes, select
    Business Process > Edit Definition
    :
    • Outsourced Payment Release Event
    • Payment Release Event
    • Print Checks Task
    Add the
    Issue Remittance
     service step to initiate a remittance PDF when you settle a payment or print checks.
  3. Create Custom Reports.
    Create an advanced custom report to define the fields and condition rules available in the remittance print layout and the data to include in the generated PDF document. The custom report functions as the data source for your document layout.
    Workday provides a
    Payments for Remittance
     report data source and report fields on the
    Remittance Source
     primary business object for your custom report. See PDF Remittance for Supplier and Payroll Third Party Payments.
  4. Create a document layout to format and display your PDF remittance advice.
    Use Workday Docs for Layouts to create your document layout template based on your custom report.
  5. Create a business form layout to associate the document layout with your custom report.
  6. Access the
    Create Remittance Print Layout
     task.
    Designate the custom business form layout as the layout to use for remittance transactions.
    Security:
    Set Up: Settlement
     domain in the Banking and Settlement functional area.