Workday: Lookup supplier

🕙  1 minute read

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

Use case

  • Automatically update systems based on supplier lookup information
  • Use supplier lookup output in later automation for customized invoices or purchase orders.

How to configure this action

This action requires a preconfigured Workday integration. For more information on integrating Catalytic 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.
  • Supplier ID

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

    • If not specified, the address returned will default to the most recent address by effective date
    • Address reference Id cannot be used as the only look up field; at least one other field is required.

What will this output?

This action will provide a field with the supplier information.

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