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Administrator Guide
Last Updated: 2023-06-23
Create Custom Business Form Layouts for Supplier Contracts

Create Custom Business Form Layouts for Supplier Contracts

Create your own xsl stylesheet or design a business form layout using
Report Designer in Workday Studio
 to define placement of lines and boxes on the supplier contract.
Workday delivers business form layouts for printable supplier contracts called
Printable Supplier Contract
.
You can create your own business form layouts and in some cases, replace a delivered layout using
Report Designer in Workday Studio
.
  1. To create your own business form layout, access the
    Create Business Form Layout
    . As you complete the task, consider:
    Option Description
    Active
    Check the
    Active
     box.
    Resulting Document Expiration Offset (in days)
    Enter the number of days for retaining supplier contracts before they expire. The maximum value is 25,000 days.
    Ensure that the expiration offset you specify here complies with the document retention policy of your organization. Workday automatically deletes documents after the offset number of days. You can't recover these documents.
    Source
    Select a business form layout from one of these prompts:
    • XSL Attachment
    • Report Design
    • Document Layout
    Custom Report
    Select a custom report.
    Tokens
    Add the
    Token Name
     for the company logo and signature as follows:

      company_logo

      sc_signature

    These tokens are in your Report Designer business form layout.
  2. Access the
    Configure Business Form Layout
     task to upload images for the company logo and signature tokens.
  3. To associate your custom layout with the print layout on the supplier contract, access the
    Edit Supplier Contract Print Layout
     task. As you complete the task, consider:
    Option Description
    Business Form Layout
    Select the business form layout that you created in step 1.
    Include Company Logo
    Check the
    Include Company Logo
     box.
    Include Signature
    Check the
    Include Signature
     box.
    Include Supplier Contract Attachments
    Check the
    Include Supplier Contract Attachments
     box.
    Financial Message
    (Optional) Add any financial messages that you want to include on business documents for this supplier contract.
When you print supplier contracts, Workday uses the customized business form layout instead of the delivered one.
To view the tokens and images used in a specific customized business form layout, use the
View Business Form Layout
 report.
Access the
Printable Version
 related action from a supplier contract to open the PDF file and view, print, or email the supplier contract.