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Administrator Guide
Last Updated: 2023-06-23
Create Custom References for Ad Hoc Project Transactions

Create Custom References for Ad Hoc Project Transactions

Security:
Set Up: Project Billing - Invoicing
 domain in the Project Billing functional area.
Custom reference fields enable you to view external reporting data on your billable transactions and consolidate billing installments and transactions on invoices. You can create custom reference fields to use on:
  • Ad hoc project transactions.
  • Consolidated invoice billing.
  1. Access the
    Enable Ad Hoc Project Transaction Custom References
     task.
  2. As you complete the task, consider:
    Option Description
    Enabled
    Select to display the custom reference fields on these tasks:
    • Create Ad Hoc Project Transactions
    • Manage Project Billing Transactions
    Consolidated Billing
    Select to add the custom references as options in the
    Additional Consolidation Grouping
     prompt on these tasks:
    • Create Customer Invoices for Consolidated Billing
    • Schedule Create Customer Invoices for Consolidated Billing
    Reference Name
    Workday displays the reference name you enter instead of the Workday-delivered custom reference on these tasks:
    • Create Ad Hoc Project Transactions
    • Manage Project Billing Transactions
    In Use
    Workday enables this check box when you use the custom reference fields on ad hoc project transactions or consolidated invoice billing.
    You can't delete a custom reference field when it's in use.
  • Create ad hoc project transactions.
  • Create customer invoices for consolidated billing.