Workday Calculated Fields Training - Full Course | ZaranTech

[@workdaylearnercommunity]

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[@livewhileliving4072]

In your example at 3:24:00, how would you pull critical job (position restriction BO) from a report based on worker BO?

[@workdaylearnercommunity]

Thanks a lot for the comment! To know more, you can directly contact us on : [phone] (or) WhatsApp us for more info: pulse.ly/utjvmc5xre OR email us to [e-mail]

[@Thegamer44425]

In workday there is find settlement runs report, in that I tried to separate outbound check amount total and Direct deposit total but I can't, can you guide me?

[@workdaylearnercommunity]

In Workday, the Find Settlement Runs report provides details about payroll settlement runs, including the total amounts for outbound checks and direct deposits. However, the report does not separate the outbound check amount total and direct deposit total by default. To obtain these separate totals, you can follow these steps: 1. Run the Find Settlement Runs report in Workday. 2. Click the "Download" button to export the report data to a CSV or Excel file. 3. Open the downloaded file in a spreadsheet application like Microsoft Excel. 4. In the spreadsheet, add a new column to calculate the payment method type. You can use a formula like this: =IF(ISNUMBER(SEARCH("Direct Deposit",[@Payment_Method])),1,0) This formula checks if the "Payment_Method" column contains the text "Direct Deposit". If it does, it assigns a value of 1 (for direct deposit), otherwise, it assigns 0 (for outbound check). 5. Add another column to calculate the payment amount based on the payment method type: =IF([Payment Method Type]=1,[@Payment_Amount],0) This formula assigns the "Payment_Amount" value if the payment method is direct deposit (1), or 0 if it's not a direct deposit. 6. Use the SUM() function to calculate the total direct deposit amount and outbound check amount separately: - Direct Deposit Total = SUM(values in the column created in step 5) - Outbound Check Total = SUM([@Payment_Amount]) - Direct Deposit Total By following these steps, you can separate the outbound check amount total and direct deposit total from the Find Settlement Runs report data in Workday.

[@workdaylearnercommunity]

Sure! It sounds like you're trying to split the outbound check amount and direct deposit totals in the Find Settlement Runs report in Workday. Here's a quick guide to help you out: -Navigate to the Report: Go to the Find Settlement Runs report in Workday. -Filter by Payment Method: Look for a filter or option to separate payments by method, like "Payment Method" or "Transaction Type." -Group by Criteria: If available, try grouping or sorting by payment method to isolate outbound checks and direct deposits. -Column Customization: Customize columns to include "Outbound Check Amount" and "Direct Deposit Total" if they're not already visible. -Review Results: Once filtered, review the report to see the separated totals for outbound checks and direct deposits. If you need more specific steps or have other questions, feel free to ask!

[@Isha7558]

I’m unable to pull supplier invoice number from supplier payment in find journals report could you guide me

[@workdaylearnercommunity]

Sure! To pull the supplier invoice number from the supplier payment in the "Find Journals" report, ensure your calculated fields are set up to join the supplier payment data with the invoice data. Check if there's a predefined field in the journal line that links to the supplier invoice number.

[@Isha7558]

@@workdaylearnercommunity thanks for the quick reply - I have added supplier invoice document field to journal line PBO it returns only for supplier invoice journal lines not for supplier payment journal lines I was confused 😕

[@Isha7558]

@@workdaylearnercommunity I hv added PBO as operational transaction and operational transaction number as filed again it giving me result for invoices journal lines only not for the payment journal lines

[@workdaylearnercommunity]

No problem! It sounds like you're dealing with some specific behavior in Workday. The supplier invoice document field should ideally be available for both invoice and payment journal lines. Please check if there are any configuration differences between the two types of journals. It might be worth looking into the setup to ensure everything is aligned correctly.

[@Isha7558]

@@workdaylearnercommunity can I get your email please