CustomersActivities
Tracks activities that are associated with customers, such as transactions, interactions, and engagement metrics. This table supports customer relationship management.
Workday Resource Information
Secured by: Reports: Customer Accounts
Scope: Customer Accounts
Columns
| Name | Type | Description |
| Id [KEY] | String | The system-generated Workday identifier (Id) for this customer activity record, uniquely distinguishing it in the system. |
| Customers_Id [KEY] | String | The Workday Id of the customer associated with this activity, linking the transaction to a specific customer record. |
| ApplicationStatus | String | The payment or application status of the customer invoice, invoice adjustment, or invoice payment. Possible values for customer invoice payments include Unapplied, Applied with On Account, or Fully Applied. For invoices, statuses can include Paid, Partially Paid, or Unpaid. |
| InvoiceDueDate | Datetime | The due date for the customer invoice or invoice adjustment as of the defined reporting date, indicating when payment is expected. |
| InvoiceOpportunity_Id | String | The Workday Id of the invoice-related opportunity associated with this customer activity. |
| InvoiceOpportunity_Name | String | The non-unique name assigned to the invoice opportunity. This name is used for internal tracking purposes. |
| InvoiceOpportunity_OpportunityReferenceID | String | The reference Id used for lookups within Workday Web Services. For supervisory organizations, this is also known as the 'Organization ID'. |
| PaymentReference | String | The check number or reference number for a customer payment. This value is only available when processed through a settlement run and does not represent a check number. |
| TransactionAmountSigned_Currency | String | The currency of the transaction amount, indicating whether it is positive or negative in the context of customer transactions. |
| TransactionAmountSigned_Value | Decimal | The transaction amount, including the sign to indicate whether it is a debit or credit. Used internally in REST API processing. |
| TransactionDate | Datetime | The date when the customer transaction was recorded> This date is used for reporting and tracking purposes. |
| TransactionNumber | String | The unique transaction number associated with the reporting transaction. This transaction number is used internally for tracking in REST APIs. |
| TransactionStatus | String | The current status of the transaction, applicable across all transaction types. This status is used internally for transaction processing and reporting. |
| TransactionType | String | The classification of the customer transaction, defining whether it is an invoice, payment, adjustment, or another transaction type. This classification is used internally in Workday REST APIs. |
| FromDate_Prompt | Date | A reference field that is used to specify the starting date for filtering customer activities in reports or API queries. |
| ToDate_Prompt | Date | A reference field that is used to specify the ending date for filtering customer activities in reports or API queries. |
| Name_Prompt | String | A reference field that is used to specify or retrieve the customer's name in Workday. |