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Administrator Guide
Last Updated: 2026-02-06
Create Internal Service Deliveries

Create Internal Service Deliveries

Configure the
Internal Service Delivery Event
 business process and security policy in the Procurement functional area.
You can create internal service delivery documents to record the requester's related worktags, such as cost centers and grants, and service details.
  1. Access the
    Create Internal Service Delivery
     task.
  2. As you complete the task, consider:
    Option Description
    Currency
    Workday uses the company base currency when you don’t define the currency for an internal service provider.
    Document Date
    You can change this date to the one you want to use for accounting.
    Delivery Date
    The date the service is delivered. This date populates on the document line.
    Worktags
    Workday automatically populates the revenue worktags based on the internal service provider selected.
    These worktags appear on the revenue side of the accounting journal.
    Apply Header Changes to All Lines on Save or Submit
    Workday only displays this check box when you save an internal service delivery for later and then edit it again.
    When you select the check box, Workday applies any changes you make to the
    Currency
     or
    Document Date
     prompts in the header to the
    Unit Cost
     and
    Extended Amount
     columns in the
    Lines
     grid.
  3. As you complete the
    Lines
     tab, consider:
    Option Description
    Company
    Workday defaults the header company to the line. For inter-company transactions, you can select a different company as long as it has an intercompany profile.
    Item
    Select a catalog item from catalogs associated with the internal service provider or add an ad hoc line to create a catalog item.
    Spend Category
    Select the spend category associated with the catalog item.
    Revenue Category
    Select or remove the revenue category for the internal service delivery line.
    Workday automatically populates the revenue category associated with the:
    • Spend category, if the spend category is mapped to a revenue category.
    • Internal service provider, if a default revenue category is set on the internal service provider.
    Extended Amount
    Workday automatically calculates the extended amount from the quantity, unit of measure and unit cost, or you can enter the extended amount directly.
    Worktags
    Workday automatically populates the worker's worktags, or you can enter worktags to display on the journal line.
    Use worktags as keywords to more easily classify and find transactions. Configure the allowed worktag types on the
    Maintain Worktag Usage
     task. When you select a worktag type that has related worktags, Workday automatically populates transactions with the related worktag values.
    Split
    Click to split lines by
    Amount
     or
    Quantity
    . You can select worktags for each split.
Once submitted, Workday initiates the
Internal Service Delivery Event
 business process for review and approval.
Once approved, Workday:
  • Debits the account used by the spend account posting rule.
  • Credits the account used by the revenue account posting rule.
  • Balances the journal with balancing worktags.