Sign Up
Course Content
1. Introduction to Workday
0/1
• Basic Ideas and Navigation • Workday User, • Workday User, Proxy- Start proxy • Basic Navigation Functional Area, • Tenant- Landing Page.
2. Organization and Worktags
0/1
• Reorganization • Organizational forms • Organization: company, cost centre, company hierarchical structure, and cost centre hierarchical structure • Worktags-concept, supplied and bespoke worktags, worktag use, and associated worktags.
3. Financial Accounting Setup
0/1
• Set Fiscal Schedule • Account Control Rule • Account Translation Rule • Journal Reversal Option • Company Financial Information • Create Account Ledger • Period Custom Validation • Currency Configuration.
4. Security and Business Processes Overview
0/1
• Business Process Functional Area Domain Security Policies Policies for Functional Area Security • Functional Areas • Create/Edit/View Security Group Business Procedure • Business Process Replication for the Organization.
5. Customers
0/1
• Worktags, Customer categories, and Customer groups for customer configuration • Create/Edit Customer-Specific Fields for Customer Data • Accounting posting rule for Customer Validation.
6. Revenue
0/1
• Sales Item • Revenue Classification • Configuration Taxes • Customer Contracts • Revenue Recognition.
7. Customer Invoices
0/1
• Create Invoices for Customers • Create Customer Invoice Rectification • Cancel Customer Invoice • Generator for invoice sequence Rule and another framework • In the event of a disputed consolidated customer invoice, write off credit and rebill customer invoice.
8. Customer Payment
0/1
• Account Posting Standards for Client Payments • Document customer payments Overpayment • Apply Client Payment • Reapply a Customer Payment that has not yet been applied Cancel Customer Payment • Auto Apply client payment • Refunds to Customers, Cash Sales.
9. Cash Management and Settlement
0/1
• Banking Configuration –> Create Financial Institution, Create Bank Account • Bank Routing Rule –> Create Bank Routing Rule, Account Configuration for Bank Routing Rule, • Ad-hoc Payment > Create Payment Create and Manage Payments on Demand Bank Transfer • Bank Account Rectification -> Manual and Automatic Bank Account Reconciliation.
10. EIB (Enterprise Interface Builder)
0/1
• Create EIB • Insert data into the template • Downloads of the EIB • EIBs: Customer Invoice, Customer, and Account Set Template should be populated with data.
11. Workday Reporting
0/1
• Details of the business object • Sources of Data • Financial Metrics • Standard Reports for Workday • Workday Standard Reports can be copied. • Make your own reports. • Figured Out Fields • Simple reports • Reports in Advance • Matrix reports • Composite reports.
Workday Revenue Training
About Lesson


Previous
Next