Role-Based Dashboard: Accounts Payable Dashboard

Before initiating these activities:

1. Familiarize yourself with these concepts Object Transporter (OX), the Configuration Catalog in Customer Central, plus how to Migrate Configuration Catalog Content with Object Transporter.
2. Verify you have a Customer Central User ID to access the Configuration Catalog and that it corresponds to the user ID in your Sandbox or Implementation tenant. 
3. Review the steps and tasks required to correctly set up this functional area: Supplier Accounts.
4. Access to Role Based (Constrained) Security Group ID: Accounts_Payable_Data_Entry_Specialist with View access to the following domains:
   1. Process: Customer Deposit
   2. Reports: Organization Supplier Invoice Reporting
   3. Reports: Supplier Accounts

• Supplier Invoice Line Match Exception Aging Overview - Updated 3/9/2024
• Supplier Invoice Lines by Cost Center and on Behalf of Line Company
• Supplier Invoice Match Exception by Buyer - Updated 3/9/2024
• Supplier Invoice Match Exception by External Source - Updated 3/9/2024
• Supplier Invoice Match Exception by Work Queue Assignee - Updated 3/9/2024
• Supplier Invoice Match Exceptions by Supplier - Updated 3/9/2024
• Supplier invoice Transaction Tax Codes by Spend Categories
• Supplier Invoices
• Supplier Invoices by Approvers and Payment Status
• Supplier Invoices by Cost Center and Spend Category With Count of Prepaid Lines
• Supplier Invoices by Created Worker and Payment Status for a Particular Company
• Supplier Invoices by Paid Status and Due Date

Content delivered is in a usable state. While you can choose to modify the content to better fit your use case, it can be used without modification.

This content isn't included in your Workday Customer Support services offering, so they can't answer questions or resolve issues related to these reports. Instead:

• Find support and troubleshooting guidance on the Configuration Catalog Support and  Configuration Catalog Troubleshooting pages.
• Review current topics or create new in the relevant discussion forum: Customers - Financial Management and Implementers - Implementation Discussion.
  • Note: When creating a new question in either forum, select the appropriate Product Tags:
    • Using Workday: Dashboards, Accounts Payable
    • Product Area: Accounts Payable

Configure Security

Security Group: Accounts Payable Data Entry Specialist

Security Group Type: Role Based (Constrained)

Assigned Reference ID:  Accounts_Payable_Data_Entry_Specialist

Domain Access: View access to:

• Reports: Supplier Accounts
• Reports: Organization Supplier Invoice Reporting

Note: Extending access to this dashboard to additional security groups should be completed after the dashboard has been migrated into your tenant. We recommend adding the following:

• Accounts Payable Analyst
• Accounts Payable Operations Lead
   

Migrate the Configuration Catalog Package

In this step you’ll log into Customer Central and migrate the configuration into your target tenant.

1. Migrate the Configuration Catalog Package: RPT Accounts Payable Manager
2. Verify the contents in the package loaded and the dashboard is operational.
3. If Reference IDs in the tenant were modified to complete the migration, set them back to their original value (Reference IDs should mirror those in your Production tenant).

If you experience challenges during the migration process, check the Configuration Catalog Troubleshooting page and any questions or comments others have posted below this article.

Post-Migration Modifications

The following are some common post migration updates that you might want to make to your reports. This is where you could add additional roles to the dashboard and reports. We recommend making these modifications in a Sandbox or implementation tenant to test and then migrate the updated dashboard to Production. These types of modifications will migrate with your dashboard. 

1. Update any filters on reports
2. Update prompts on reports
3. Update sharing
   • On reports
   • On dashboards
4. Update dashboard Worklets and Menus

Move to Production

When you’re ready, use Object Transporter (OX) to migrate this content into your Production tenant.

See Seamless Migration with Object Transporter for guidance.