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Administrator Guide
Last Updated: 2024-01-26
Set Up Custom Validations for Assigning Costing Allocations

Set Up Custom Validations for Assigning Costing Allocations

Security:
Set Up: Payroll
 domain in the Core Payroll functional area.
You can set up validations to prevent or warn users from entering and submitting costing allocations with invalid worktag combinations.
Validations apply when you use the
Assign Costing Allocation
 task, or the
Assign Costing Allocation
 business process alone or as a subprocess part of another business process. Workday validates new costing allocations and existing allocations when you update them.
  1. Access the
    Maintain Payroll Costing Validations
     report.
  2. Click
    New Validation
     at the appropriate
    Severity
     level:
    • Critical
      : Prevents users from submitting invalid requests. Workday saves these requests so that users can revise them.
    • Warning
      : Alerts users but doesn't prevent submission and approval.
  3. As you complete the task, consider:
    Option
    Description
    Description
    Enter text to display when the business process runs and the conditions you specify are true.
    Category
    Assign a category to make the validation rule easier to find later. You can create
    Custom Validation Rule
     categories using the
    Maintain Condition Rule Categories
     task.
    Derived Logic
    Select the statement you defined for the rule conditions. It displays when you save a new rule.
  4. As you complete the Rule Conditions grid, consider:
    Field
    Description
    And / Or
    When 2 or more conditions exist, specify how they relate to each other.
    ( )
    Use parentheses to indicate precedence for 3 or more statements with a combination of
    And
     and
    Or
     conditions. Example:
    (A and B) or C
    .
    Source External Field or Condition Rule
    Select:
    • Costing Allocation Proposed Organizations
       to validate worktag values.
    • Costing Allocation Proposed Organization Type (Aggregate)
       to validate use of a particular type of organization worktag, such as region, cost center, or project.
    Comparison Value
    Based on the
    Comparison Type
    , select a comparison field or enter a value to compare to the source.
When a validation meets the:
  • Warning
     conditions, Workday displays
    Warning: [the validation description]
    .
  • Critical
     conditions, the costing allocation is incomplete and the error message displays.
You want to create a warning message to display when an administrator tries to allocate worker costs to the
Cost Center: 10000 Office of CEO
 and selects a region other than
Region: North America
.
  1. Access the
    Maintain Payroll Costing Validations
     report.
  2. Click
    New Validation
     for a warning.
  3. Enter
    Change the Region to North America or select a different Cost Center
     for the description.
  4. In the Rule Conditions grid, enter these values:
    And/Or
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    Costing Allocation Proposed Organizations
    any in selection list
    Value specified in this filter
    Cost Center: 10000 Office of CEO
    And
    Costing Allocation Proposed Organizations
    none in the selection list
    Value specified in this filter
    Region: North America
  5. Access the
    Assign Costing Allocation
     task.
  6. In the
    Worktags
     column, select
    Cost Center: 10000 Office of CEO
     and
    Region: Australia
    .
Workday displays your message,
Warning: Change the Region to North America or select a different Cost Center.