Configure Optional Fields for Suppliers
Enable
Bypass Validations for Bank Account Number, IBAN and Tax ID for Supplier
checkbox in Edit Tenant Setup - Financials
.Security:
Set Up: Configure Optional Fields
domain in the System functional area.You can bypass validations for bank account number, international bank account number (IBAN), and tax ID in supplier-related tasks as well as in the
Submit Supplier
Web Service (v46.0). When you configure these fields as non-enterable, you can only enter data in them through the web service.To customize the information collected from suppliers, you can configure optional fields in tasks that use these business processes:
- Supplier Change Event
- Supplier Event
- Supplier Request
- Supplier Settlement Bank Account Change Event
This feature can significantly impact downstream settlement, payment, and tax integrations and disrupt processes if the data is not properly formatted.
Don't enable this feature:
- If you use electronic settlement, payment processing, or related tax integrations. Workday doesn’t convert nonformatted data into the required format, so you must establish processes to convert and validate the data as needed.
- If you synchronize supplier data with Workday Strategic Sourcing. Tokenized data formats aren’t compatible with Strategic Sourcing.
- Access theConfigure Optional Fieldstask.
- Select one of these options from theBy Functional Areaprompt and clickOK. Repeat this step for each remaining option:
- Supplier Change Event
- Supplier Event
- Supplier Request
- Supplier Settlement Bank Account Change Event
- Add 3 rows to the grid and complete the taskFieldSelect:
- Tax ID Identificationin the first row
- Bank Account numberin the second row
- IBANin the third row.
CriteriaSelectNot Enterable for Allfor all rows.Enforce Required in Web ServicesSelect to enforce required fields on all web services within the functional area. When you clear this check box, you can correct data without populating every field on the web service.Hidden ForSelect a role from which you want to hide the field.Required ForSelect a role for which you want to require the field. - ClickOK.