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Connector Improvement: Workday Financial Management - Add Journal Entry and Journal Line to Customer and Supplier Invoice

Completed
Nathan Starr User

In the Workday Financial Management connector, it would be extremely helpful to have a linkage between Journal Entry/Journal Line and Customer Invoice and Supplier Invoice.

Currently, to tie a customer or supplier invoice to a journal line, I have to use a custom report in Workday with the RaaS connector. It would be much cleaner if I could get that relationship directly from the Workday Financial Management connector. The relevant data objects are all there, but it's missing the piece I need to tie them together.

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Comments

4 comments

Date Votes
  • Official comment
    Frank Fivetranner

    Hi Brad, 

    Thanks for responding. You are correct that the new operational_transaction_reference fields do in fact contain references to the customer invoice and supplier invoice objects. Please use these fields to tie your data together. See here for source docs on operational_transactionobjects. 

    Thanks, 

    Frank

  • Brad Teague User

    The Community P&L (Standard Report) in Workday has a "drill report" when you click on the Actuals that displays Journal Entry details with two columns: Journal Number and Purchase Order or Supplier Invoice Document. Every record has an either one or the other.

  • Brad Teague User

    Just confirming, I should expect the new OPERATIONAL_TRANSACTION_ID and OPERATIONAL_TRANSACTION_REFERENCE columns in the JOURNAL_ENTRY table to accommodate this request?

  • Frank Fivetranner

    Hi Brad, 

    Just confirming that we added the operational_transaction_id and operational_transaction_reference fields to the JOURNAL_ENTRY table and closing this request.

    Frank