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Administrator Guide
Last Updated: 2023-06-23
Example: Create Capital Project WIP Exclusion Rule (Transaction Date)

Example: Create Capital Project WIP Exclusion Rule (Transaction Date)

This example illustrates how to create a capital project work-in-progress exclusion rule that automatically excludes transactions you incur after your project end date from your WIP accounting.
Your company doesn't want any costs incurred after the project end date you've scheduled in Workday to be included in the WIP accounting. You'll create a WIP exclusion rule to be applied to the capital project transactions you incur after the project end date.
  1. Access the
    Create Capital Project WIP Exclusion Rule
     task, and enter a description and category for your rule.
  2. Enter these values in the
    Rule Conditions
     section:
    Source or External Field Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    Transaction Date
    greater than
    Value from another field
    Project End Date
Workday applies your WIP exclusion rules to your transactions based on the order of precedence that you specify on the
Set Up Capital Project WIP Exclusion Rule Sheet
 task, and creates accounting in either the
Spend
 or
Work in Progress
 accounts based on your rules.
Use the
Set Up Capital Project WIP Exclusion Rule Sheet
 task to specify an effective date and order of precedence for your new rule.