Concept: Create Basic Customers
Workday provides the flexibility to create new customers in a few different ways to suit your
business needs. You can add most of the customer profile information during record creation.
You can also edit the various profile attributes for a customer later.
Directly in Workday
Use this option when your AR
team is solely responsible to create customer profiles in your organization independent of
other business departments. Access the Create Customer
task to create
the complete profile. Then configure the Customer Event
business process to complete
this task. Basic Customer
Use this option when you only
want to create customers as worktags. It enables you to use the customer with other
operational transactions such as supplier invoices, expense reports, or projects. Access
the Maintain Basic Customers
task to create a customer profile just
with a name. To convert the basic customer to a customer with complete profile, you can
access the task.
To view the customers, make sure that you disable the
Access
Customer (Segmented)
security for the customer object.Upload External Data
Use this option when you
don’t want to give access to the Create Customer
task to your other
business departments for security reasons. Access the Put Basic Customer
web service to
create a basic customer profile. Also, configure the Customer Request
business process
to complete the required approval process before creating the customer profiles.