Icertis Experience for Workday[edit]


= Icertis Experience for Workday =

Icertis Experience for Workday is a highly configurable and comprehensive solution that enables data synchronizing capabilities for mapping business objects between ICM and Workday. ICM integration with Workday provides a seamless user experience to work with the business data from both ICM and Workday.<br/> Icertis Experience for Workday supports following sample use cases:&nbsp;

*Create Supplier Contracts in ICM that allows negotiating and managing the Contract through ICM, but only tracking the status in Workday 
*Synchronize the amended and renewed Supplier Contracts from Icertis to Workday 

Icertis Experience for Workday offers many benefits:&nbsp;

*&nbsp;Measure supplier performance with access to more detailed information&nbsp; 
*&nbsp;Manage the entire process throughout the entire life-cycle of the Agreement<br/> &nbsp; 

== ICM Side Configuration ==

Use the Configuration tile in the ICM application to specify the mapping details between Workday and ICM by creating Masterdata records for mapping entities. Data Mapping involves the following two primary tasks:&nbsp;

*Creating Masterdata Contract Type 
*Creating Masterdata records for mapping entities&nbsp;<br/> &nbsp; 

=== Creating a Masterdata Contract Type&nbsp; ===

Masterdata Contract Type is the core data that changes less frequently and has a unique ID associated with it. For example, Employee Records can be a Masterdata Contract Type and Employee ID can be an attribute associated to that Masterdata Contract Type.<br/> 1.&nbsp;'''Log on''' to the ICM application.

2.&nbsp;'''Click''' ''Configuration'' on Dashboard. The ''Configuration'' page opens.
<div class="image-green-border">[[File:Workday-Config-SP6.png|RTENOTITLE]]</div> 
3.&nbsp;'''Click&nbsp;'''''Create Contract Type ''on the ''Configuration ''page. The ''Select Contract Type ''page opens and shows the following options:

*Agreement 
*Associated Document 
*Masterdata 
*Contract Request&nbsp; 

4.&nbsp;'''Select''' Masterdata on the Select Contract Type page and click Next. The Create Contract Type page opens, which consists of these five sections:

*Details 
*Attributes 
*Display Preference 
*Team 
*Verify 

Each of these sections is described in detail below.

<br/> '''Details'''<br/> Enter the following basic details of the Masterdata in this section:&nbsp;

*Contract Type Name: '''Type''' the name in this field as Client App Cross Reference Mapping. Note that Client App Cross Reference Mapping is an example provided here for the list of Masterdata you need to create. This Contract Type is used for mapping entities between ICM and Workday. 
*Contract Type Code: Every Contract Type is assigned a unique ID known as Contract Type Code. The Contract Type Code is generated automatically when you create the Contract Type.&nbsp; 
*Enable Approval Workflow: '''Select''' ''Yes'' to enable the approval workflow.&nbsp; 
*Two Column Attribute Layout: Select Yes to enable a two-column attribute layout 

'''Attributes'''

This section captures important details of the Masterdata you are creating. The integration between ICM and Workday is restricted to the attributes listed below.&nbsp;

'''Click&nbsp;'''the plus icon to create them:&nbsp;

*Name 
*Client Name 
*ICM Entity Name 
*Client Entity Name 
*ICM Attribute Name 
*ICM Relationship Key 
*Client Reference Key 
<div class="note-box">'''Note''': If any of the attributes mentioned above already exist, use the&nbsp;arrow to move them to the Selected Attribute list.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Workday-SelectAttribute-SP6.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">While creating each of the above attributes, ensure that you retain the following default settings:</div> 
*Data Type: String 
*Is Default: Off&nbsp; 
*Is Editable: On 
*Is Mandatory: Select Off 
*Tracking Attribute: Off 
*Is Unique: Off&nbsp; 
*Defined by Rule: Off&nbsp; 
*Is Inherit: Off 
*Is Searchable: On&nbsp; 
*Is Conditional: Off 
*Is Lookup: Off&nbsp; 
*Is Localized: Off<br/> &nbsp; 

'''Display Preference'''

'''Select''' any four attributes that you want to display on the agreement tile view and agreement details view and '''click''' ''Next''. The ''Team'' section is displayed.&nbsp;
<div class="image-green-border">[[File:Workday-DisplayPreference-SP6.png|950px|RTENOTITLE]]</div> 
'''Team'''

This section shows the existing team members along with their roles for the Masterdata Contract Type.

'''Click''' the plus icon&nbsp;to add a user with the Approver role to the Contract Type Masterdata team.
<div class="image-green-border">[[File:Workday-Addnewuser-SP6.png|950px|Workday-Addnewuser-SP6.png]]</div> 
'''Verify'''

This is the final section for creating the Contract Type Masterdata. It displays only the sections and attributes that you used to create this Masterdata Contract Type.&nbsp;

1.'''Verify''' the information you entered in the previous sections. You can go back and make changes or '''click''' ''Create''.<br/> 2.&nbsp;'''Send''' the Contract Type for approval.<br/> 3.&nbsp;After Masterdata is approved, publish the Masterdata Contract Type to make it available for Agreement creation.<br/> &nbsp;

== Creating Masterdata records for mapping entities ==

You can create Masterdata records for mapping the entities between ICM and Workday.

=== Creating Client App Cross Reference Mapping ===

1. '''Log on''' to the ICM application.<br/> 2. '''Click''' ''Configuration'' on ICM Dashboard. The ''Configuration'' page opens.
<div class="image-green-border">[[File:Workday-Config-SP6.png|RTENOTITLE]]</div> 
3.&nbsp;'''Click''' ''Masterdata'' on the ''Configuration'' page. The ''Masterdata'' page opens.
<div class="image-green-border">[[File:Workday-Masterdata-SP6.png|RTENOTITLE]]</div> 
4.&nbsp;'''Click&nbsp;'''''Create Masterdata.&nbsp;''The&nbsp;''Create Masterdata&nbsp;''page opens.&nbsp;
<div class="image-green-border">[[File:Workday-CreateMasterdata-SP6.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;Provide relevant information in the respective fields:</div> 
*Category: '''Select''' ''Default'' from this drop-down.&nbsp; 
*Masterdata: '''Select''' ''Client App Cross Reference'' from this drop-down. 
<div class="image-green-border">[[File:Workday-CreateMasterdata2--SP6.png|RTENOTITLE]]</div> 
6.&nbsp;'''Click''' ''Next''. The ''Attributes'' page opens.
<div class="image-green-border">[[File:Workday-CreateMasterdata2--SP6.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;Provide relevant information in the respective fields:</div> 
*Client Name: Select Workday from the drop-down.&nbsp; 
*Name: Type the name of the Masterdata.&nbsp; 
*ICM Entity Name: Type the name of the Agreement for which you are creating the Masterdata. For example, ICMSupplierMaster 
*Client Entity Name: Type the name of the Entity of Workday. For example, Supplier.&nbsp; 
*ICM Reference Key: Type the ICM Reference Key value in this field. This is used to track the Masterdata in Workday that was created in ICM. For example, ICMExtSupplierId 
*Client Reference Key: Type the Reference attribute to be entered from Workday. For example, Supplier_Reference_ID. 
*External Contract Creation Criteria: Type the ICM entity metadata value that evaluates the value and creates the Contract Type. You can type @true to create the Contract Type Masterdata record and make it visible in Workday.&nbsp; 
*External Contract Creation Event: Select the appropriate event from this drop-down to enable create object in in Workday.&nbsp; 
*External Contract Update Event: Select the appropriate event from this drop-down&nbsp; 

8.&nbsp;'''Click&nbsp;'''''Save&nbsp;''after entering the details.&nbsp;

=== Creating Client App Entity Mapping ===

You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between ICM and Workday.&nbsp;

To create a Masterdata record:<br/> 1.'''Click''' ''Configuration'' on ''My Dashboard''. The ''Configuration'' page opens.&nbsp;
<div class="image-green-border"><br/> [[File:Workday-Config-SP6.png]]</div> 
2.&nbsp;'''Click''' ''Masterdata'' on the ''Configuration'' page. The ''Masterdata'' page opens.
<div class="image-green-border">[[File:Workday-Masterdata-SP6.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;'''Click''' ''Create Masterdata'' on the ''Masterdata'' page. The ''Create Masterdata'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Workday-CreateMasterdata-SP6.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. Complete the information in the following sections.&nbsp;</div> 
*Masterdata Details 
*Attributes 

5.&nbsp;'''Click''' ''Next'' at the end of ''Masterdata Details'' section to go to the ''Attributes'' section and complete creating the Masterdata record.&nbsp;

'''Masterdata Details'''

This section displays the categories you can select and the Masterdata Contract Type for creating the Masterdata record.&nbsp;<br/> 1.&nbsp;'''Select''' the category from the drop-down list.&nbsp;<br/> 2.&nbsp;'''Select''' the Contract Type Masterdata that you created earlier. For mapping the data between ICM and Workday, '''select''' ''Client App Entity Mapping''.<br/> 3. '''Click''' ''Next''. The ''Attributes'' page opens.&nbsp;<br/> &nbsp;

== 250409 – Efficient user management between ICM and Workday ==

<br/> ICM now integrates with Workday and provides capability of synchronizing Worker Data (Employee records) from Workday to ICM for efficient user management. This integration gives ICM the capabilities to tag Worker Data (for example, Employee ID, Employee Name, etc.) and Worker Role, and map them to the relevant ICM user attributes which can be referred and used across application as required.

== 207935 – Masterdata Sync from Workday to ICM ==

<br/> ICM integrates with Workday and provides capability of synchronizing important Masterdata from Workday to ICM through a technical configuration. This list of Masterdata includes:<br/> •&nbsp;&nbsp; &nbsp;Supplier<br/> •&nbsp;&nbsp; &nbsp;Payment Terms<br/> •&nbsp;&nbsp; &nbsp;Payment Type<br/> •&nbsp;&nbsp; &nbsp;Purchase Items<br/> The synchronized Masterdata can be used and referred across ICM application as required. For example, Supplier Masterdata can be used while creating supplier type contracts in ICM.

== 220039 /220040 – Viewing and updating Supplier Contracts from ICM in Workday ==

<br/> ICM now integrates with Workday and provides capability of viewing and updating the Supplier Contracts in Workday that are originally created in ICM. When a Supplier Contract is created in ICM, it is synchronized in Workday. Any updates and amendments made to the ICM Contract are auto-synchronized and get reflected in Workday.<br/> Note: Any Amendments created in ICM will not reflect as separate amendment documents in Workday, but the main Supplier Contract will directly reflect the respective changes, and a Note will be added in Workday to indicate that the Contract has been amended in ICM.<br/> &nbsp;