Non-Sponsored Receivables: Change Customer Summary Finance

This job aid supports for finance personnel who may make
changes to a customer.
INITIATE CHANGE CUSTOMER SUMMARY
From the homepage:
1. Enter ‘Change Customer Summary’ in the search bar.
2. Select the Change Customer Summary task.
APPROVE CHANGE CUSTOMER SUMMARY
The initiator’s role is complete in making a change to
the customer summary.
An approver receives a Workday Inbox task to
approve, deny or send back the change customer
summary. An approver must provide a reason if
sending the request back.

The Change Customer Summary screen displays.

3. Enter Customer to modify.

4. Click OK.

The Change Customer Summary screen displays.

5. Make changes to Customer Category, Customer Group,

Children, as needed.

6. Click Submit.

7. Click Done.

Last Updated: March 2020 1