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Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Customers

Create Customers

  • Define customer categories.
  • Configure the
    Customer Event
     business process and security policy.
  • Security:
    Set Up: Customer Maintenance
     and
    Set Up: Customer Notes
     domains in the Customers functional area.
You can create customers directly in Workday, create them from worktags, or use web services to upload data from external sources. You can add most of the customer profile information during record creation. You can also edit these profile attributes for a customer.
  1. Access the
    Create Customer
     task.
    As you complete the task, consider:
    Option Description
    Customer Name
    Workday uses this name for search purposes. Specify a full legal name for integration, billing, or remittance usage in the
    Alternate Name
     grid on the
    Document Delivery
     report of the
    Addresses and Contacts
     profile group.
    Customer Phonetic Name
    Enter the correct pronunciation of the customer name.
    Displays when:
    • You enable phonetic names on the
      Edit Tenant Setup - Global
       task.
    • Users select the relevant locale and display language in their preferences.
    Customer Category
    Workday uses both the customer category and the receivables account posting rule to determine the appropriate ledger account.
    All customers must have only 1 customer category. You can set up customer categories with the
    Maintain Customer Categories
     task.
    Customer Group
    Workday uses this value for reporting and analysis, and to aid in selection. Example: You can group customers by industry, region, salesperson, or alphabetical segment, such as
    Customers A through L
    .
    • You can place the same customer in multiple groups.
    • For companies configured as customers, use either an intercompany customer group or category to identify all intercompany customers.
    • You can set up customer groups with the
      Maintain Customer Groups
       task.
    Default Tax Code
    Select if you want Workday to populate tax code fields automatically on all transactions. You can override the tax code on individual transactions.
    Customer Security Segment
    Select or create a segmented security option if you want to restrict customers based on their security group.
    Once you enable it, anyone who isn't part of this security segment, won't be able to view the customer data.
  2. (Optional) You can enable
    Activity Stream
     for the
    Customer
     object, on the
    Edit Tenant Setup - System
     task, to post a comment related to this customer.
    To route a comment to a specific person, you can use the tag feature. Workday sends them a notification.
When you click
OK
, Workday initiates the
Customer Event
 business process.
You can continue to enter further details for the customer you've created or click
Submit
 to access the customer in the future.
Access these tasks and reports to edit or view specific information for the customer:
  • Edit Customer
  • Change Customer Summary
  • Change Customer Credit Details
  • Change Customer Payment Details
  • Change Customer Banking
  • Edit Contact Information
  • Edit Tax Information
  • Edit Document Delivery options.
  • Manage Attachments
  • Navigate Customer Hierarchy
  • Print Customer Statements
  • Print Dunning Letter
  • Update Logo
  • View Contacts