Tableau Connector for Workday

Build 20.0.7740

Customers

Customer wrapper element that contains the Customer

Columns

Name Type References Description
ID_Customer_Reference_WID String Contains a unique identifier for an instance of an object.
ID_Customer_Reference_Customer_ID String Contains a unique identifier for an instance of an object.
ID_Customer_Reference_Customer_Reference_ID String Contains a unique identifier for an instance of an object.
Customer_ID String Customer ID. This is a unique identifier for the Customer
Customer_Reference_ID String Customer Reference ID. The Customer Reference ID can be used to uniquely identify a Customer. Unlike Customer ID, Workday will not automatically generate a Customer Reference ID if one is not received. The recommended use for Customer Reference ID is where Workday is not the source system of the Customer.
Customer_Name String Customer Name
Worktag_Only Bool Boolean to indicate if customer is used as a worktag only and not a complete customer instance
Submit Bool Submit for Approval is a boolean flag indicating if the Customer is to be submitted or saved in draft mode. If this flag is set, the Customer will be submitted, otherwise the Customer is saved in draft. Default to 1 if the Submit flag does not exist in the request.
Customer_Category_Reference_WID String Contains a unique identifier for an instance of an object.
Customer_Category_Reference_Customer_Category_ID String Contains a unique identifier for an instance of an object.
Restricted_To_Companies_Reference String Restrict To Companies
Customer_Group_Reference String Customer Group Reference is a reference to a specific Customer Group
Customer_Preferred_Locale_Reference_WID String Contains a unique identifier for an instance of an object.
Customer_Preferred_Locale_Reference_Locale_ID String Contains a unique identifier for an instance of an object.
Customer_Preferred_Language_Reference_WID String Contains a unique identifier for an instance of an object.
Customer_Preferred_Language_Reference_User_Language_ID String Contains a unique identifier for an instance of an object.
Payment_Terms_Reference_WID String Contains a unique identifier for an instance of an object.
Payment_Terms_Reference_Payment_Terms_ID String Contains a unique identifier for an instance of an object.
Default_Payment_Type_Reference_WID String Contains a unique identifier for an instance of an object.
Default_Payment_Type_Reference_Payment_Type_ID String Contains a unique identifier for an instance of an object.
Interest_Rule_Reference_WID String Contains a unique identifier for an instance of an object.
Interest_Rule_Reference_Interest_and_Late_Fee_Rule_ID String Contains a unique identifier for an instance of an object.
Late_Fee_Rule_Reference_WID String Contains a unique identifier for an instance of an object.
Late_Fee_Rule_Reference_Interest_and_Late_Fee_Rule_ID String Contains a unique identifier for an instance of an object.
Exempt Bool A flag when set to true, excludes the interest and late fee charges.
DUNS_Number String Bradstreet.
Credit_Limit_Currency_Reference_WID String Contains a unique identifier for an instance of an object.
Credit_Limit_Currency_Reference_Currency_ID String Contains a unique identifier for an instance of an object.
Credit_Limit_Currency_Reference_Currency_Numeric_Code String Contains a unique identifier for an instance of an object.
Credit_Limit Decimal Credit Limit is the maximum amount that a customer can keep on account.
Hierarchy_Credit_Limit Decimal Hierarchy Credit Limit is the total amount of credit allowed for the current customer plus all child customers in the hierarchy.
Credit_Verification_Date Date Credit Verification Date is the date that a customer either has or will have their credit status verified.
Commercial_Credit_Score Decimal B® Commercial Credit Score.
Commercial_Credit_Score_Date Date B® Commercial Credit Score is populated.
Commercial_Credit_Score_Note String B® Commercial Credit Score.
Composite_Risk_Score Decimal B® Composite Risk Score.
Composite_Risk_Date Date B® Composite Risk Score is populated.
Composite_Risk_Note String B® Composite Risk Score.
Customer_Satisfaction_Score Decimal Customer Satisfaction Score.
Customer_Satisfaction_Date Date Customer Satisfaction Date is the date when Customer Satisfaction Score is populated.
Customer_Satisfaction_Note String Customer Satisfaction Note is the note for Customer Satisfaction Score.
Tax_Code_Reference_WID String Contains a unique identifier for an instance of an object.
Tax_Code_Reference_Tax_Code_ID String Contains a unique identifier for an instance of an object.
Tax_Code_Reference_Withholding_Tax_Code_ID String Contains a unique identifier for an instance of an object.
Lockbox_Reference String Lockbox Reference is a reference to the specific Lockbox for the Customer
Included_Children_Reference String Reference to existing Customers to be added as children. A child Customer can only belong to one parent and a parent can not be self-referencing.
Customer_Security_Segment_Reference String Reference to an existing Customer Security Segment. If segmented security is implemented, this will control who has access to this Customer.
Business_Entity_Name String Business Entity Name is the name for the business entity. Business entities can not be duplicated across different business entity types, ie: a Customer can not have the same name as a Financial Institution unless they share the Business Entity.
Business_Entity_Phonetic_Name String Represents the business entity name in phonetic characters. Before using, enable phonetic names in at least one language in the tenant setup.
External_Entity_ID String External Entity ID. The External Entity ID can be used as a non unique reference to the same Business Entity in an external system.
Filename String Text attribute identifying Filename of the Attachment.
Image String File content in binary format.
Approval_Status_Reference_WID String Contains a unique identifier for an instance of an object.
Approval_Status_Reference_Document_Status_ID String Contains a unique identifier for an instance of an object.
Always_Separate_Payments Bool Always Separate Payments is a true/false flag used to indicate is payments should be seperated
Currency_Reference_WID String Contains a unique identifier for an instance of an object.
Currency_Reference_Currency_ID String Contains a unique identifier for an instance of an object.
Currency_Reference_Currency_Numeric_Code String Contains a unique identifier for an instance of an object.
Accepted_Currencies_Reference String Accepted Currencies Reference. When no accepted currencies are passed in the web service, the bank account will accept all currencies.
Remit_from_Customer_Reference_WID String Contains a unique identifier for an instance of an object.
Remit_from_Customer_Reference_Customer_ID String Contains a unique identifier for an instance of an object.
Remit_from_Customer_Reference_Customer_Reference_ID String Contains a unique identifier for an instance of an object.
Invoice_Delivery_Method_Reference String Invoice Delivery Method, either Email or Print, specifying how Customer Invoices will be delivered for this Customer.
Invoice_Notification_Email_Recipients_Reference String Options to specify recipients for Email Notifications for Customer Invoices. Can provide zero, one, or more.
Statement_Delivery_Method_Reference String Statement Delivery Method, either Email or Print, specifying how Customer Statements will be delivered for this Customer.
Statement_Notification_Email_Recipients_Reference String Statement Notification Email Recipients
Dunning_Delivery_Method_Reference String Dunning Letter Method, either Email or Print, specifying how Dunning Letters will be delivered for this Customer.
Dunning_Letter_Notification_Email_Recipients_Reference String Options to specify recipients for Email Notifications for Dunning Letters. Can provide zero, one, or more.
Electronic_Invoicing_Start_Date Date The date that a customer agrees to receive electronic invoicing.
Electronic_Invoicing_Government_Issued_Customer_ID String An identifier for a vendor that offers electronic invoicing transformation and transmission services, e.g. Basware, PAC to tax authority and customers.
Electronic_Invoicing_Intermediary_Vendor_ID String A customer identifier issued by the government, e.g. OVT code for electronic invoicing.
Electronic_Invoicing_Vendor_Issued_Customer_ID String A customer identifier assigned by the electronic invoicing vendor.
Mandate_Required Bool Mandate Required
Direct_Debit_Payment_Type_Reference_WID String Contains a unique identifier for an instance of an object.
Direct_Debit_Payment_Type_Reference_Payment_Type_ID String Contains a unique identifier for an instance of an object.
Default_Mandate_Reference_WID String Contains a unique identifier for an instance of an object.
Default_Mandate_Reference_Direct_Debit_Mandate_ID String Contains a unique identifier for an instance of an object.
Followup_Date Date Followup Date is the date defined to follow up with customer. This field is optional and can be entered using related action
Default_Currency_Reference_WID String Contains a unique identifier for an instance of an object.
Default_Currency_Reference_Currency_ID String Contains a unique identifier for an instance of an object.
Default_Currency_Reference_Currency_Numeric_Code String Contains a unique identifier for an instance of an object.
YTD_Sales_Amount Decimal Total Purchase Amount for Supplier, Company, and Date Range
Total_Balance Decimal Customer Total Balance
Last_12_Months_Sales_Amount Decimal Last 12 Months Sales Amount
Overdue_Balance Decimal Overdue Balance

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Build 20.0.7740