Tableau Connector for Workday

Build 24.0.9062

RunBudgetCheck

Creates a budget check for transactions.

Workday Resource Information

Creates a budget check for transactions.

Secured by: Budgets REST APIs

Scope: Budgets

Aggregate Fields

The connector represents the following fields as aggregates containing JSON text. Each of them conforms to their respective schema. Fields marked with an asterisk are required and must be included if their parent object is. Fields marked with a hyphen are read-only and must not be included when calling stored procedures or when performing an INSERT or UPDATE.

This information is derived from the Workday REST API specification which does not explicitly list all business rules and validations that apply to each object. More fields may be required than what is listed here.

TransactionLines_Aggregate


[{
  accountingWorktags: [{
      descriptor: Text /* A preview of the instance */
      id: Text /* Id of the instance */
  }]
  bookCode: { /* The Transaction Book Code for the budget check transaction. */
      descriptor: Text /* A preview of the instance */
      id: Text /* Id of the instance */
  }
  currency: { /* The company base Currency for the budget check transaction. */
      descriptor: Text /* A preview of the instance */
      id: Text /* Id of the instance */
  }
  ledgerAccount: { /* The Transaction Ledger Account for the budget check transaction. */
      descriptor: Text /* A preview of the instance */
      id: Text /* Id of the instance */
  }
  planInformation: [{
      accountingWorktagsOrAggregationDimension: [{
          descriptor: Text /* A preview of the instance */
          id: Text /* Id of the instance */
      }]
      aggregatedTransactionAmount: Currency /* The Aggregated Transaction Amount for the \~plan\~ line with budget check enabled. */
      availableAmount: Currency /* The Available Amount for the \~plan\~ with budget check enabled. */
      currency: { /* The company base Currency for the transaction amount. */
         -descriptor: Text /* A description of the instance */
         -href: Text /* A link to the instance */
         *id: Text /* wid / id / reference id */
      }
      ledgerAccountOrLedgerSummary: { /* The Ledger Account or Ledger Account Summary for the \~plan\~ with budget check enabled. */
          descriptor: Text /* A preview of the instance */
          id: Text /* Id of the instance */
      }
      lineStatus: { /* The budget check status for each \~plan\~ with budget check enabled, for each transaction line. */
          descriptor: Text /* A preview of the instance */
          id: Text /* Id of the instance */
      }
      plan: { /* The \~Plan\~ with budget check enabled. */
          descriptor: Text /* A preview of the instance */
          id: Text /* Id of the instance */
      }
      planAmount: Currency /* The Current \~Plan\~ Amount from the \~plan\~ with budget check enabled. */
      spendAmount: Currency /* The Current Spend Amount for the \~plan\~ with budget check enabled. */
  }]
  transactionAmount: Currency /* The Transaction Amount for the budget check transaction. */
}]

Input

Name Type Description
Company_Descriptor String A preview of the instance
Company_Id String Id of the instance
InflightTransactionDate Datetime The transaction Date for the budget check transaction.
OverallStatus_Descriptor String A preview of the instance
OverallStatus_Id String Id of the instance
TransactionLines_Aggregate String A JSON aggregate. The transaction Lines for the Budget Check transaction.

Result Set Columns

Name Type Description
Company_Descriptor String A preview of the instance
Company_Id String Id of the instance
InflightTransactionDate Datetime The transaction Date for the budget check transaction.
OverallStatus_Descriptor String A preview of the instance
OverallStatus_Id String Id of the instance
TransactionLines_Aggregate String A JSON aggregate. The transaction Lines for the Budget Check transaction.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9062