Use Case: Order to Cash Period Close

Financial professionals in these roles who are responsible for carrying out each step of the order to cash process during a period close:

Accountant
Common Finance Operations Lead
Customer Billing Specialist
Customer Contract Specialist
Customer Deposit Specialist
Customer Payment Specialist
Project Billing Specialist
Revenue Specialist

Your organization might use different names for these roles.

Order to Cash Period Close is a process for receiving payments, completing invoicing, recognizing revenue, and accounting for goods and services during period close. This use case provides an example of the process flow and the areas in Workday where you carry out each step. Your process might consist of different tasks or workflows.

For detailed information, see Process: Order to Cash Period Close.

For more information about Order to Cash Period Close, see:

The Next Level: Period Close.
Period Close Product Flow.