Configure Worktags for Transactions

Security: Set Up: Enable Worktags
domain in the Common Financial Management and Worktags functional areas.

You can configure worktags for use in transactions and on tasks, according to your business needs. You can set up worktags to:

Streamline data entry.

Eliminate the need for some custom validations.

Make transaction reviews more effective by improving differentiation of key data.

When you enable worktag balancing in your tenant on the

Maintain Worktag Balancing Configuration

task, Workday makes balancing worktag types available and required on tasks and transactions.

Access the

Maintain Worktag Usage

report.

Select a transaction type to configure.

As you complete the configuration, consider:

Option	Description
Accounting Journal	Since Workday creates the operational journal, and no transaction type for operational journal exists, Workday applies the Accounting Journal transaction type configuration on the View Operational Journal task.
Customer Invoice	If you require a worktag type on the customer invoice header, you can make that worktag type optional on the customer invoice line. If you make a worktag type optional on the customer invoice header, you can require it on the customer invoice line. If you use worktag balancing, require the balancing worktag type on the customer invoice header or customer invoice line.
Project	When users select project-related worktags on transactions, Workday displays the configured worktag types (project, project phase, or project task). If you require the Project Task worktag type, exclude Project and Phase worktag types because Workday determines project and phase from the project task. Workday determines the project from the project phase. If you require the Project Phase worktag type, select the Project Task worktag type and exclude the Project worktag type.

Select a transaction and click

Edit Worktag Usage

to set up

Primary Worktag Types

and

Additional Worktag Types

As you complete the task, consider:

Option	Description
Worktag Type	You can define up to 10 primary worktag types per transaction. Workday defines the worktag types that are available. A worktag type can be primary or additional, not both.
Disallow Inactive Values	Select for Workday to remove inactive values automatically from prompts and prompt searches, even if the worktag was active as of the transaction date. The options you select aren't applicable to web services.
Required	Set up worktag types as required. For required worktag types on transactions with line splits, enter worktags on the split instead of the line.

Workday uses your worktag usage settings to control which worktag types are:

Available.

Individual fields.

Required.