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Administrator Guide
Laatst bijgewerkt: 2023-06-23
Steps: Create Custom Invoice Print Layouts

Steps: Create Custom Invoice Print Layouts

  • Download and install Workday Studio and Report Designer.
  • Become familiar with Workday Studio, review Workday Studio documentation, and complete Report Designer tutorials from the Workday Community.
  • Include
    .rptdesign
     file type in
    Edit Tenant Setup - System
     task.
Workday delivers a customer invoice BIRT layout and a standard printing report with the necessary fields for printing a customer invoice. If the Workday delivered layout and the report don't meet your business needs, you can customize the layout. You can also copy the standard report and add additional fields that you want to include in the printed customer invoice.
Before you create a custom business form, you must first customize the layout and the report in Workday Studio, then download and save it.
  1. Download the report design attachments from
    Workday Community
     and upload it in Workday Studio to make a custom copy.
  2. (Optional) To create a copy of the standard delivered print report for adding additional fields, access the
    Copy Standard Report to Custom Report
     task.
    1. Select the
      Customer Invoice Printing Report - Report Design
       report from the
      Standard Report Name
       prompt and rename the report.
      Workday automatically sets the
      Data Source
       prompt to
      Customer Invoices for Print Run
      .
    2. Add additional fields to the report. You can also specify output and advanced options for the report.
      Workday automatically adds the Print Run prompt. If you add other prompts or filters, the report might not provide desired results.
    3. On the
      Share
       tab, click the appropriate share option and save the copy of the report.
    Security: The
    Custom/Standard Report Copy
     domain in the Tenant Non-Configurable functional area.
  3. To import the data from the custom print report into Workday Studio, access the custom report.
    1. From the related action off your
      Customer Invoice Printing Report - Report Design
       report, scroll down and select
      Web Service
      View URLs
      .
      If prompted, enter your sign-in credentials.
    2. Select
      Workday XML
      REST
      Workday XML
      .
      When the XML source code displays, use the
      Save Page As
       browser option to save the file with an
      .XML
       extension to your local drive. This option saves the schema for invoice documents that you'll generate from your custom report. Don't copy and paste the text from the browser.
    3. Select
      Workday XML
      XSD
      XSD
      .
      When the XSD source code displays, use the
      Save Page As
       browser option to save it as an XSD file to your local drive.
  4. To customize the print layout, access the
    Create Business Form Layout
     task.
    Associate your custom report with all the desired fields to the copy of the report layout that you downloaded from Workday Studio.
    1. Select the
      Active
       check box to make this form available for use.
    2. In the
      Resulting Document Expiration Offset (in days)
       field, specifythe number of days to retain the reports before they expire. 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.
    3. In the
      Report Design
       prompt, select
      Create
      Create Custom Business Form Report Design Attachment
      .
      Select the report design layout that you downloaded from Workday Community or the custom design you created in Report Designer.
    4. In the
      Custom Report
       field, select the delivered
      Customer Invoice Printing Report - Report Design
       or your custom report.
    5. Add
      company_logo
       for the
      Token Name
      .
      When you've multiple companies and you want to use different logos, create a separate layout for each company.
      Use the
      View Business Form Layout
       report to view the tokens used in a specific customized business form layout.
      Tokens enable you to store images easily for use on BIRT report designs compared to embedding an image into the BIRT report design.
      You can find this token in your XSL stylesheet or Report Designer business form layout.
    Security: The
    Custom Report Creation
     domain in the System functional area.
Create rules to map your customized invoice print layouts to invoice types for the desired company.