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Administrator Guide
Last Updated: 2024-01-26
Create Condition Rules for Costing

Create Condition Rules for Costing

Security:
Manage: Business Process Definitions
 domain in the System functional area.
Creating condition rules improves the accuracy and control of the approval process for assigning cost allocations. You can create condition rules on the steps of the
Assign Costing Allocation
 business process to validate:
  • Costing Allocation Proposed Organizations
  • Costing Allocation Proposed Organization Type (Aggregate)
When the condition rules on your
Assign Costing Allocation
 business process are true, Workday:
  • Stops the business process.
  • Displays a critical error or warning.
  • Saves the process for revision.
You can then correct the invalid organizations and rerun the business process.
  1. Access the
    Assign Costing Allocation (Default Definition)
     business process.
  2. From the related actions menu of the initiation step or an action step, select
    Business Process
    Maintain Step Conditions
    .
  3. Confirm the
    Effective Date
     and
    Workflow Step
    .
  4. Add a row in the
    Validation Conditions
     grid and from the
    Rule
     prompt, select
    Create Condition Rule
    .
  5. As you create the condition rule, consider:
    Option
    Description
    Description
    Workday displays this text as a message when the business process runs and the conditions you specify are true.
    Source External Field or Condition Rule
    To validate:
    • Worktag values, select
      Costing Allocation Proposed Organizations
      .
    • Type of organization (such as a region, cost center, or project), select
      Costing Allocation Proposed Organization Type (Aggregate)
      .
    Relational Operator
    Select an operator to evaluate the worktag or organization type against the comparison value.
    Comparison Value
    Select a value for the worktag or organization type.
  6. Add other rows with
    And
     or
    Or
     conditions as required.
The rule you created displays as a validation on the
Assign Costing Allocation
 business process in these fields:
  • If
     for an entrance condition (on an initiation step).
  • Validation
     for an exit condition (on an action step).
You're an administrator in Cost Center A, and Cost Center A must not allocate Gift 1 and Grant 1 together. You create a condition rule as the exit condition on the workflow action step of the
Assign Costing Allocation (Default Definition)
 business process.
In the
Description
 field, enter
Gift 1 and Grant 1 can't be allocated together
.
And/Or
Source External Field or Condition Rule
Relational Operator
Comparison Value
And
Costing Allocation Proposed Organizations
any in selection list
Gift 1
And
Costing Allocation Proposed Organizations
any in selection list
Grant 1
When you click
OK
, Workday displays the rule in the
Validation
 field.
When the
Assign Costing Allocation
 business process runs with
Gift 1
 and
Grant 1
 in the
Costing Override
 field, Workday displays your description in a critical or warning message:
Gift 1 and Grant 1 can't be allocated together.
 The business process stops, and Workday saves it for you to correct.