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

Example: Create Capital Project WIP Exclusion Rule (Spend Category)

This example illustrates how to create a capital project work-in-progress exclusion rule that automatically excludes certain spend categories from your WIP accounting.
Your company wants to post any travel and entertainment-related costs incurred during the course of your capital project to the
Spend
 account. You'll create a WIP exclusion rule to be applied to your capital project transactions when they fall into the
Travel & Entertainment
 spend category.
  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 External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    Spend Category as Worktag
    exact match with the selection list
    Value specified in this filter
    Travel & Entertainment
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.