Chapter 1: Overview

Question 1

How many custom worktags are you allowed?

Answer 1

15

Question 2

Custom worktags may not have:

Answer 2

Hierarchy, worker members, security

Question 3

How many custom orgs are you allowed?

Answer 3

10

Question 4

Custom orgs may have:

Answer 4

Hierarchy, worker members, security

Question 5

True or false: worktag usage and maintain related worktag usage is used tenant-wide?

Answer 5

True - used tenant wide

Question 6

How do you disallow worktags?

Answer 6

Remove it from additional worktag list

Question 7

If you make ‘Location’ a primary worktag on a supplier invoice, what does that do?

Answer 7

Creates column for Location on supplier invoice

Question 8

Are custom validations tenant-wide?

Answer 8

No - only used for specific transaction types

Question 9

What are parentheses used for in custom validations?

Answer 9

When you have three or more statements and a combination of AND/OR statements

Question 10

Example of when to use parentheses in custom validation?

Answer 10

A and (B or C)

Question 11

What determines ‘Source External Field or Condition Rule’ in a custom validation?

Answer 11

Field or condition rule you select as source

Question 12

What report do you use to create/edit custom validations?

Answer 12

Maintain Custom Validations

Question 13

What report do you use to edit worktag usage?

Answer 13

Maintain Worktag Usage

Question 14

What does Maintain Worktag Usage report allow you to do?

Answer 14

Mark certain worktags as required, determine primary worktags, remove additional worktags

Question 15

What task do you run to edit spend categories?

Answer 15

Maintain Spend Categories

Question 16

What button is typically associated with Domains?

Answer 16

OK

Question 17

What button is typically associated with BPs?

Answer 17

Submit

Question 18

Your business wants to configure supplier invoices with particular worktag requirements. They want to require cost centers on all supplier invoices. What task should you use for this configuration?

Answer 18

Maintain Worktag Usage

Question 19

Maintain related worktag usage is used on…

Answer 19

Objects

Question 20

Your business wants to configure supplier invoices with particular worktag requirements. They want to prevent users from including revenue categories on supplier invoices. What task should you use for this?

Answer 20

Maintain Worktag Usage

Question 21

Your business wants to configure supplier invoices with particular worktag requirements. They want to ensure supplier invoices for Company A include a Line of Business worktag. Other companies do not share this requirement. What task do you use to accommodate this?

Answer 21

Maintain Custom Validations

Question 22

Can you post transactions to org hierarchies?

Answer 22

No - only to orgs themselves

Question 23

Define orgs

Answer 23

Track financial transactions & people

Question 24

Define worktags

Answer 24

Track financial transactions

Question 25

Define custom orgs

Answer 25

Created by workers to track financial transactions & people

Question 26

How many primary fields are allowed?

Answer 26

10

Question 27

True or false: worktags are conditional

Answer 27

FALSE - worktags are not conditional

Question 28

Related worktags will default on..

Answer 28

Transactions

Question 29

What are built-in worktags?

Answer 29

Essential to the transaction or supporting data that they are separate fields

Question 30

Example of built-in worktags

Answer 30

Supplier name on supplier invoice

Question 31

What are default worktags?

Answer 31

Automatically assigns to specific transactions based on the worker creating the transaction

Question 32

Does an expense report for a worker automatically include that worker's org worktag?

Answer 32

Yes

Question 33

What are user-entered worktags?

Answer 33

Worktags that you select from a list of worktag types relevant to the transaction or supporting

Question 34

What are related worktags?

Answer 34

Used when you set-up certain objects like custom orgs, associate worktags with them

Question 35

Does inactivating a worktag value change historical data?

Answer 35

No, does not change any data prior to inactivating

Question 36

What two tools allows users to catch transaction issues up front?

Answer 36

Worktag usage & custom validation

Question 37

Which custom validation is a fatal error?

Answer 37

Critical

Question 38

Which custom validation can you bypass as needed?

Answer 38

Warning

Question 39

Can you reuse custom validations?

Answer 39

Yes

Question 40

Can a single spend category exist in multiple spend category hierarchies?

Answer 40

Yes, prevents duplicates

Question 41

What are spend categories?

Answer 41

Logically group similar account-related objects together for posting, searching, and reporting purposes

Question 42

True or False: all items you track must have a spend category

Answer 42

True

Question 43

What can you classify with spend categories?

Answer 43

Assets, expense items, purchase items, supplier catalog items, or inventory items

Question 44

How do spend categories drive accounting?

Answer 44

Connects the asset, item, or service to the appropriate ledger account

Question 45

What does requisition fulfillment source define?

Answer 45

How the system should try to source a requisition item either from inventory or a purchase

Question 46

What task do you use to edit spend categories?

Answer 46

Maintain Spend Categories

Question 47

Can you use organizations as worktags?

Answer 47

Yes

Question 48

Can you use worktags as organizations?

Answer 48

No

Question 49

What does a location organization represent?

Answer 49

Physical location (origin of cost)

Question 50

What does a region represent?

Answer 50

Geographic area (destination)

Question 51

What is the difference between an inventory site and a stocking location?

Answer 51

Inventory site is a group of stocking locations, stock location is where you physically store things

Question 52

What do custom validations & worktags help with?

Answer 52

Data quality

Question 53

What is the purpose of cost centers for procurement in Workday?

Answer 53

Track financial transactions as worktags

Question 54

Can locations have hierarchies?

Answer 54

Yes

Question 55

Give an example of a workspace

Answer 55

Building, floor, cubicle, etc.

Question 56

What is the difference between ship-to & deliver-to locations?

Answer 56

Ship-to is a physical address (i.e. warehouse) and deliver-to is an internal location to route goods to the requester

Question 57

Are most worktags automatic?

Answer 57

Yes

Question 58

What is a related worktag?

Answer 58

Manually relate to another worktag

Question 59

Give an example of a related worktag

Answer 59

On the cost center organization worktag, you can relate a specific region worktag - will automatically populate

Question 60

How do you prevent workers from using inactive worktags?

Answer 60

Create custom validations

Question 61

Default worktags are only applicable to:

Answer 61

Org assignments for a worker (i.e. defaults company and cost center)

Question 62

True or False? If you have many ship-to Locations with the same supplier, location customer account numbers can be used for the supplier to identify the specific address to deliver their goods.

Answer 62

True