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Administrator Guide
Last Updated: 2023-06-23
Set Up Shipping Connection Map

Set Up Shipping Connection Map

  • Security:
    Set Up: Customer Maintenance
     domain in Customers functional area.
  • Add at least 1 shipping address on the customer profile.
The Connection Map on the customer profile enables you to conveniently manage the relationships between business entities and addresses. Here you can:
  • Add or remove ship-to customers.
  • Select a default ship-to customer for the customer invoice or contract.
  • Select an optional default ship-to address for each combination of bill-to and ship-to customers.
  • Send customer invoices to a single billing customer that includes multiple ship-to customers.
  1. From the customer profile, navigate to
    Addresses and Contacts
    Connection Map
    .
  2. Add, edit, or remove business connections from the
    Ship-To Business Connections
     grid.
    As you complete the task, consider:
    Option Description
    Ship-To Customer
    Select a customer to add to the
    Connection Map
    .
    • The customer you add is now available as a
      Ship-To Customer
       on customer contracts, customer contract lines, and customer invoice lines.
    • For each customer, you can add multiple shipping addresses on the
      Contact Information
       tab. Designate 1 address as
      Shipping
       on the
      Contact Information
       tab. Add it to the
      Connection Map
       to display in the prompt on the customer contract or invoice.
    • If you don't assign a shipping address, Workday uses the shipping address with the most recent effective date.
    • You can assign multiple ship-to customers that are different from the primary bill-to customer.
    If the ship-to customer is different from the customer, a ship-to address defaults on the customer contract and invoice. It happens only if you add the address to the Connection Map.
    Default Ship-To Customer
    Select the check box for the customer that you want as the default shipping connection on the customer contract or invoice.
    The customer that you select as the default displays in the
    Default Ship-To Customer
     field on the contract and invoice headers. The address associated with the default customer displays in the
    Default Ship-To Address
     field.
    Default Ship-To Address
    Select an address from the prompt to designate as the default ship-to address for the customer. The prompt displays only those addresses that you identified as
    Shipping
     on the
    Contact Information
     tab.
    Address Reference ID
    Workday introduces IDs through integrations with external applications. For new customers that you enter manually, you can define the address ID in the
    Address Reference ID
     field on the
    Contact Information
     tab. The ID syncs customer data with external applications.
    Workday applies your existing segmented security to ship-to customer names and addresses to protect customer privacy. It masks the names and addresses throughout Workday.
The
Ship-To Business Connections
 are now available for use in the
Ship-To Customer
 and
Ship-To Address
 fields on the customer contract and invoice.
To verify that tax rules exist for the ship-to addresses you add, use the
View Tax Rule for Country
 report. Workday enables default tax code on the invoice line. The tax code is based on the tax rule for the country or locale by:
  • Country.
  • Region.
  • Zip code ranges.