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Administrator Guide
Last Updated: 2023-06-23
Create Custom Business Form Layouts for Purchase Orders

Create Custom Business Form Layouts for Purchase Orders

Security:
Custom Report Creation
 in the System functional area.
Workday delivers a standard business form layout for purchase orders called
Printable Purchase Order v4
.
If the delivered business form layout doesn't meet your needs, you can create your own custom business form layouts. You can associate them with purchase order print layouts and in some cases, replace a delivered layout using
Report Designer in Workday Studio
.
  1. Create your own xsl stylesheet or design a business form layout using
    Report Designer in Workday Studio
    . This step enables you to define the placement of lines and boxes on the purchase order.
  2. Create a custom business form layout.
    1. Access the
      Create Business Form Layout
       task.
    2. Check the
      Active
       box.
    3. Enter the number of days for retaining purchase orders before they expire in
      Resulting Document Expiration Offset (in days)
      . The maximum value allowed is 25,000 days.
      Ensure that the expiration offset you specify here complies with your organization's document retention policy. Workday automatically deletes documents after the offset number of days. You can't recover these documents.
    4. Select a business form layout from one of these prompts:
      • XSL Attachment
      • Report Design
        You can print custom purchase orders that include:
        • Document lines grouped by a unique combination of deliver-to location, ship-to address, and ship-to contact.
        • Alternate item identifiers.
        • Global location number.
        • Location identifiers.
          Use Workday Community to download the purchase order
          rptdesign
           file at https://community.workday.com/articles/349110.
    5. Select a
      Custom Report
      .
    6. Add the
      Token Name
       for the company logo and signature as follows:
      company_logo
      po_signature
      These tokens are in your XSL stylesheet or Report Designer business form layout.
  3. Access the
    Configure Business Form Layout
     task to upload images for the company logo and signature tokens.
  4. Associate your custom layout with the purchase order print layout.
    1. Access the
      Create/Edit Purchase Order Print Layout
       task.
    2. Select the
      Business Form Layout
      .
    3. Check the applicable
      Include Company Logo
       and
      Include Signature
       options.
  5. (Optional) Include financial messages for
    Purchase Order
     business documents.
  • When you print purchase orders, Workday uses the custom business form layout for the company instead of the delivered one.
  • Workday displays the payment type in the purchase order header, such as credit card or check.