Setup Considerations: Worktag Split Templates
You can use this topic to help make decisions when planning your configuration and use of worktag split templates. It explains:
- Why to set them up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What They Are
You can create templates to split lines on supplier invoices and adjustments.
Business Benefits
- Saves you time when you automatically populate split percentages and worktag dimensions from the header template to the line on invoices or adjustments.
- Reduces potential transaction errors from manual processing.
- Enables you to split lines by percentage, then select specific worktags for each line to split based on the percentage ratios on the template configuration.
Use Cases
- Split a supplier invoice line for utilities across various departments.
- Distribute funds across various sources when your organization receives Federal or State funds, or endowments.
- Split benefit provider payments to different cost centers based on established percentages.
- Separate invoices for trading costs or exchange fees among different trading desks.
- Apply template splits to your transactions based on document date and effective date.
Questions to Consider
Questions | Considerations |
|---|---|
How can you apply allocation percentages to invoices? | Determine allocation percentages in advance. You can configure templates to apply percentages to supplier invoices or invoice adjustments. |
How can I restrict the access to templates? |
Workday supports 3 sharing options that enable you to configure access for selected users and groups. |
Recommendations
- Workday treats invoice lines with an extended amount as existing lines. When you select a new template or change the template at the invoice header, Workday doesn't populate that template on existing lines. To change the template, you can manually override it at the line.
- When you change the invoice date on a document with a template, reselect the template on existing lines to apply the correct template version.
- When you copy an invoice, Workday populates the invoice date and the latest template version based on the current date.
Requirements
- Set up the Supplier Accounts functional area.
- Set up supplier invoices.
- Configure worktags for transactions.
Limitations
- The templates you create apply only to transactions in the Supplier Accounts functional area.
- You can only apply templates to supplier invoices and supplier invoice adjustments.
- Worktag split templates create splits only by percentage, not amount.
Tenant Setup
No impacts.
Security
Users secured to the
Set up: Worktag Split Allocation Template
domain in the Supplier Accounts functional area can create, edit, and view the worktag split templates.Business Processes
No impacts.
Reporting
Use the
View Worktag Split Template
report to add or change split details of a template, when the template isn't in use on a document.Use the
Worktag Allocation Template
and Worktag Split Template Criteria
report data sources to create custom reports
.Integrations
Web Service | Considerations |
|---|---|
Get Worktag Split Template Criteria | Retrieve data from worktag split templates in Workday based on company, company hierarchy, or criteria name. |
Get Worktag Split Templates | Retrieve data from worktag split templates in Workday based on template name, active status, or template criteria. |
Put Worktag Split Template | Create or update a worktag split template. You can update sharing options and template criteria.
Workday recommends that you use this integration on templates that aren't in use. You can also use this web service to inactivate a template. |
Put Worktag Split Template Criteria | Create or edit template criteria. You can edit criteria name, company, company hierarchy, or description field information.
Workday recommends that you use this integration on templates that aren't in use. You can use this web service to update the Template Criteria Name or Description field. |
Connections and Touchpoints
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.