Concept: Customers

In most cases, your customers don't belong to a specific company, but can have multiple business relationships with other companies. Workday enables you to set up and manage these relationships with Ship-To Connections, Remit-From Customers, Customer Hierarchies, and Customer Groups. You can find a comprehensive view of contact information, reports, and other common data in the customer profile.

Customer Profile

Access the customer profile by searching for a customer's name in the

Revenue

search category. With the customer profile, you can view and maintain customer information in a central location, as well as access customer-related tasks and reports.

You can configure the tabs and custom reports Workday displays on the customer profile with the

Configure Profile

and

Configure Profile Group

tasks.

From the customer profile, you can:

Access recent transactions and related reports.

Add customer contact information.

Assign individual workers to job roles for a customer.

Create and manage customer contracts, invoices, and adjustments.

Record and apply payments, create deposits, and write off bad debt.

View and edit the

Connection Map

You can also configure the information displayed to match your company business requirements:

Add custom reports that identify Customer
as the

Data Source

Reorder or remove the sub-tabs that display on each tab.

Roles for Customer

To help you track which workers support each of your customers, Workday provides role assignments. Once you enable Customer
for Assignable Roles with the

Maintain Assignable Roles

task, you can assign the customer role to specific positions like Collector
or Collections Manager
. Workday enables you to assign roles directly from the related actions menu of the customer. You can also make multiple role assignments by position using the

Mass Assign Customer Roles

task, or individually on the

Assigned Roles

tab on the customer profile.

Workday assigns roles to positions, not specific employees, making the new hire process convenient. When you terminate an employee and hire a replacement, the new worker automatically inherits the defined role. If a customer is part of a customer hierarchy, the worker inherits the role for their position from the customer hierarchy.

Customer Hierarchies

Customer hierarchies allow you to create parent/child relationships between your customers, streamlining some aspects of your workflow. Examples: you can apply payments made by a parent to the invoice of the child, or report on all customers within a hierarchy.

Customer Groups

Optionally, you can assign your customers to groups, making the reporting and searching process more convenient. 1 customer can be in multiple groups.

Customer Categories

Each customer must have 1 customer category. You can assign a customer to a customer category when you create or edit the customer.

In addition to customer-specific account posting rules, you can use customer categories to apply accounting for a given industry. When processing a transaction, Workday finds the customer category and applies the accounting based on that category. You can't override this category for individual transactions.

Customer categories also make it more convenient to find customers when you use the dropdown menu in certain fields.

Customer Portal

The Customer Portal provides your customers with access to information related to their accounts in Workday. They can view and print invoices, recent payments, and statements. You can create multiple account sign-ins by using the web service.