Session Video - Creation of Sales Items and Managing Revenue Categories

The agenda for this session included:

  • Demonstrated how to create and modify sales items using the Workday tenant.
  • Explained sales item attributes such as revenue category, pricing, and classification.
  • Clarified the concept of sales item groups and bundles for organization and billing.
  • Highlighted prerequisites like revenue categories and required security access.
  • Showed automation through defaulting values and related work tags for sales items.
  • Described the importance of accurate modification practices for maintaining data integrity.
  • Explained creation and modification of revenue categories and their use in account posting rules.

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