Workday: Lookup supplier invoices

Use this action to look up a supplier invoice record in Workday.

Use case

• Finds supplier invoices within a Workday account
• Automatically assign tasks based on the new customer

How to configure this action

This action requires a preconfigured Workday integration. For more information on integrating PagerDuty Workflow Automation with other systems, please refer to the Integrations section of our help documentation.

For these configurations, you are not required to enter information into each field, but you must have some information in order to identify the invoices. You can use references for most of the configuration to collect exact data from other tasks or actions.

Fields for this action

• Integration

  • Select your team’s integration from the list

• Purchase Order Number

  • Enter the number of the purchase order you are searching for, or use a field reference.

• Purchase Order ID

  • Enter the ID of the purchase order you are searching for, or use a field reference.

• Supplier Invoice ID

  • Enter the ID of the supplier invoice you are searching for, or use a field reference.

• Supplier ID

  • Enter the ID of the suppler you are searching invoices for, or use a field reference.

• Company ID

  • Enter the ID of the company you are searching invoices for, or use a field reference.

• Invoice Date On or After

  • Dates must be in the YYYY-MM-DD format
  • To lookup by date, both Invoice Date On or After and Invoice Date On or Before are required

• Invoice Date On or Before

  • Dates must be in the YYYY-MM-DD format
  • To lookup by date, both Invoice Date On or Before and Invoice Date On or After are required

• Invoice On Hold

  • Enter true or false

• Inter Company

  • Enter true if the invoice is intercompnay
  • Enter false if the invoice is for any other company

• Invoice Status

  • Status of the invoice like draft / in progress / approved / denied / etc.

What will this output?

This action will provide a field with the supplier invoice information