Revision as of 09:38, 6 June 2019

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.
Icertis Experience for Workday supports following sample use cases: 

• 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: 

•  Measure supplier performance with access to more detailed information 
•  Manage the entire process throughout the entire life-cycle of the Agreement
   

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: 

• Creating Masterdata Contract Type
• Creating Masterdata records for mapping entities 
   

Creating a Masterdata Contract Type 

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.

1. Log on to the ICM application.

2. Click Configuration on Dashboard. The Configuration page opens.

250409 – Efficient user management between ICM and Workday

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

ICM integrates with Workday and provides capability of synchronizing important Masterdata from Workday to ICM through a technical configuration. This list of Masterdata includes:
•    Supplier
•    Payment Terms
•    Payment Type
•    Purchase Items
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

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.
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.