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Administrator Guide
Last Updated: 2023-06-23
Create Custom Business Form Layout for Netting Statements

Create Custom Business Form Layout for Netting Statements

  • Security:
    Custom Report Creation
     in the System functional area.
  • Security:
    Setup: Netting Rules
     domain in the Common Financial Management functional area.
Workday delivers a standard business form layout for netting called
Netting Transaction Printing Form
.
If the delivered business form layout doesn't meet your needs, you can create your own custom business form layouts. You can associate them with netting statement print layouts and in some cases, replace a delivered layout using
Report Designer in Workday Studio
.
  1. Create your own XSL stylesheet or design a business form layout using
    Report Designer in Workday Studio
    .
  2. Create a custom business form layout.
    1. Access the
      Create Business Form Layout
       task.
    2. Check the
      Active
       box.
    3. Enter the number of days for retaining netting statements before they expire in
      Resulting Document Expiration Offset (in days)
      . The maximum value allowed is 25,000.
      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.
    4. Select a business form layout from one of these prompts:
    5. Select a
      Custom Report
      .
    6. Add the
      Token Name
       for the company logo and signature as follows:
      company_logo
      po_signature
      These tokens are in your XSL stylesheet or Report Designer business form layout.
  3. Access the
    Configure Business Form Layout
     task to upload images for the company logo and signature tokens.
  4. Associate your custom layout with the netting statement print layout.
    1. Access the
      Create Netting Statement Print Layout
       task.
    2. Select the custom form you created for the
      Custom Business Form Layout for Netting Statement
      .
    3. Check the applicable
      Include Company Logo
       and
      Include Signature
       options.
  5. (Optional) Include financial messages for
    Netting Statement
     business documents.
When you print netting statements, Workday uses the custom business form layout.