Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-08-22
Steps: Set Up Configurable Attributes on Supplier Invoices

Steps: Set Up Configurable Attributes on Supplier Invoices

You can set up configurable attributes to use as dynamic free-text fields to capture additional information on supplier invoices, invoice adjustments, or supplier invoice requests. You can drive reporting and set up custom validations based on the configurable attributes.
  1. Access the
    Create Supplier Invoice Attribute Template
     task.
    Create a template and its configurable attributes. Each template you create corresponds to the dynamic additional fields that display on supplier invoice documents. You can assign the same template to multiple companies. However, each company can only have 1 template assigned at any time.
    You can only change templates that aren't already in use on an invoice. You can't make changes to an existing template, but you can create new templates using the same additional fields.
    Configurable attributes display in numerical order based on the sequence of their associated report fields, regardless of the order in which you create them. Example: You first name Configurable Attribute 06 as Company 1, then you name Configurable Attribute 03 as Company 2. On the supplier invoice document, Workday displays first Company 2, then Company 1.
    Security:
    Set Up: Supplier Accounts
     domain in the Supplier Accounts functional area.
  2. Access the
    Edit Supplier Accounts Options
     task.
    Enter the company to which you want to assign the configurable attribute template. On the
    Supplier Invoice Attribute Template
     tab, select the configurable attribute template you created to display on supplier invoice documents.
    Security:
    • Set Up: Company General
       domain in the Common Financial Management functional area.
    • Set Up: Supplier Accounts
       domain in the Supplier Accounts functional area.
  3. On the
    Additional Fields
     tab, enter the information you want to record on the configurable attribute fields you created. The tab displays the configurable attributes based on the company on the invoice header.
You can use the configurable attribute report fields to create custom reports and validations based on the values recorded on supplier invoice documents.