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Documentatie
Administrator Guide
Laatst bijgewerkt: 2023-06-23
Steps: Configure Customers

Steps: Configure Customers

  • Define customer categories and customer groups.
  • Define payment terms and payment types.
  • Configure the
    Customer Event
     business process and security policy.
  • Security:
    Set Up: Customer Maintenance
     domains in the Customers functional area.
After you create an account for your customers in Workday, you can configure default attributes for each customer to conduct business with them.
  3. (Optional) You can use the
    Contracts
     profile group of a customer to create, edit, and view a summary of all projects, contracts, and related reports.
  4. (Optional) You can view, edit, and pay invoices from the
    Invoices and Payments
     profile group. You can also use this profile group to record and apply payments.
  5. (Optional) You can use the
    Assigned Roles
     profile group to view or assign workers to roles.
    As you assign roles, note that:
    • Assigned roles inherit down through customer hierarchies when applicable.
    • You can restrict individual assignments to 1 worker per role by selecting
      Restricted to Single Assignment
       check box in the
      Maintain Assignable Roles
       task.
  6. (Optional) You can add custom reports relevant to a specific customer on the
    Custom Reports
     profile group.
When you click
Submit
, Workday initiates the
Customer Event
 business process.
You can view the changes made to the customer and associated approver on the
Process History
 profile group. The grid displays only the first 10 business processes. Click
View All
 to see more entries.
After configuring your customer, you can start generating customer invoices.