{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":21675,"path":"integrate-applications/integration-hub/workday-fin-spoke.md","title":"Workday Financials Spoke","bundle":null,"doc_type":null,"release":"australia","body":"\n# Workday Financials Spoke\n\nThe Workday Financials spoke is built by Bristlecone, Inc. Manage resources, business units, journals, cost centers, and so on, in Workday Financials application from your ServiceNow instance.\n\n## Request apps on the Store\n\nVisit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/r/store-release-notes/sn-store-release-notes.html).\n\n## Integration Hub subscription\n\nThis spoke requires an Integration Hub subscription. For more information, see [Legal schedules - IntegrationHub overview](https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/legal/snc-addendum-integrationhub.pdf).\n\n## Spoke version\n\nWorkday Financials spoke v2.2.0 is the latest version. For version history of the spoke, see [Workday Financials spoke release notes](https://www.servicenow.com/docs/r/store-release-notes/store-integrationhub-rn-workday-financials.html).\n\n## Supported versions\n\nThis spoke was built for Workday Financials SOAP API version v39.0, but may be compatible with later versions.\n\n## Spoke requirements\n\nTo set up the integration, perform these:\n\n1.  Register Integration System User.\n\n    **Note:** While filling account information details, ensure that you select the **Do Not Allow UI Sessions** check box.\n\n2.  Create a security group and assign it to the integration system user.\n    1.  In **Action**, navigate to **Security Group** &gt; **Maintain Domain Permissions for Security Group** and provide these permissions:\n\n        |Operation|Domain Security Policy|Domain Security Policies Inheriting Permission|Functional Areas|\n        |---------|----------------------|----------------------------------------------|----------------|\n        |Get Only|Set Up: Worktags - Business Units| |Common Financial Management Worktags|\n        |Get Only|Set Up: Ledger and Book| |Common Financial Management|\n        |Get and Put|Process: Journals - Core| |Financial Accounting|\n        |Get Only|Process: Journals - View| |Financial Accounting|\n        |Get and Put|Process: Purchase Order - Cancel| |Procurement|\n        |Get Only|Process: Advance Ship Notice - View| |Procurement|\n        |Get Only|Process: Supplier Invoice - New| |Supplier Accounts|\n        |Get Only|Process: Request for Quotes - View| |Procurement|\n        |Get Only|Set Up: Accounts| |Common Financial Management|\n        |Get Only|Create: Cost Center| |Organizations and Roles|\n        |Get Only|Set Up: Currency Rates| |Common Financial Management|\n        |Get Only|Set Up: Currency \\(Compensation functional area\\)| |Core Compensation|\n        |Get Only|Integration Build| |Integration|\n        |Get Only|Process: Business Assets| |Business Asset Tracking|\n        |Get Only|Set Up: Expense Item| |Expenses|\n        |Get Only|Set Up: Purchase Item| |Procurement|\n        |Get Only|Reports: Supplier| |Supplier|\n        |View Only|Process: Purchase Order - Reporting| |Procurement|\n        |Get and Put|Integration Event| |Integration|\n        |View Only|Integration Security| |Integration|\n\n        **Note:** Ensure that the domain security policies are activated for the security group.\n\n    2.  Configure the business process policies of your security group and provide these permissions:\n\n<table id=\"table_stn_smk_qmb\"><thead><tr><th>\n\nOperation\n\n</th><th>\n\nBusiness Process Type\n\n</th><th>\n\nFunctional Area\n\n</th></tr></thead><tbody><tr><td>\n\nInitiate \\(Register Asset \\(Web Service\\)\\)\n\n</td><td>\n\nAsset Registration Event\n\n</td><td>\n\n-   Business Asset Accounting\n-   Business Asset Tracking\n\n\n</td></tr><tr><td>\n\nInitiate \\(Submit Purchase Order Change Order \\(Web Service\\)\\)\n\n</td><td>\n\nChange Order\n\n</td><td>\n\nProcurement\n\n</td></tr><tr><td>\n\nInitiate \\(Submit Purchase Order \\(Web Service\\)\\)\n\n</td><td>\n\nPurchase Order Event\n\n</td><td>\n\nProcurement\n\n</td></tr><tr><td>\n\nInitiate \\(Submit Receipt \\(Web Service\\)\\)\n\n</td><td>\n\nReceipt\n\n</td><td>\n\nProcurement\n\n</td></tr><tr><td>\n\nInitiate \\(Submit Supplier \\(Web Service\\)\\)\n\n</td><td>\n\nSupplier Event\n\n</td><td>\n\nSupplier\n\n</td></tr><tr><td>\n\nInitiate \\(Submit Supplier Invoice \\(Web Service\\)\\)\n\n</td><td>\n\nSupplier Invoice Event\n\n</td><td>\n\nSupplier Accounts\n\n</td></tr></tbody>\n</table>        **Note:** Ensure that the business process security policies are activated for the security group.\n\n\n## Spoke dependencies\n\nIf you’re having trouble installing the app, ensure that these dependent plugins are installed:\n\n-   ServiceNow IntegrationHub Action Step - SOAP \\(com.glide.hub.action\\_step.soap\\)\n-   ServiceNow IntegrationHub Action Step - REST \\(com.glide.hub.action\\_step.rest\\)\n-   ServiceNow Flow Designer - Dynamic Inputs \\(com.glide.hub.dynamic\\_inputs\\)\n-   ServiceNow Flow Designer - Dynamic Outputs \\(com.glide.hub.dynamic\\_outputs\\)\n-   Complex Object \\(com.glide.cobject\\)\n\n**Note:** Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.\n\n## Authentication\n\nWorkday provides an open SOAP API for programmatic access to on-demand business management services. Workday SOAP APIs require basic authentication; that is, user name and password are required.\n\n**Note:** This spokes doesn't require you to set up the connection and credential alias.\n\n## Spoke subflows\n\nThe Workday Financials spoke provides sample subflows to demonstrate automating Workday Financials tasks. To customize a sample subflow, copy it to a new application scope. Available sample subflows include:\n\n|Subflow|Description|\n|-------|-----------|\n|Create PO|Creates a purchase order record in the Purchase Order table. To use the subflow, [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md).|\n|Get Supplier Invoice Details|Retrieves details of the specified supplier invoice.|\n\n## Spoke actions\n\nThe Workday Financials spoke provides actions to automate  tasks when events occurs in your ServiceNow instance. Available actions include:\n\n<table id=\"table_zrn_5xf_pmb\"><thead><tr><th>\n\nCategory\n\n</th><th>\n\nAction\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td rowspan=\"4\">\n\nApproval Management\n\n</td><td>\n\nApprove Business Process\n\n</td><td>\n\nApproves the required business process.\n\n</td></tr><tr><td>\n\nCancel Business Process\n\n</td><td>\n\nCancels the required business process.\n\n</td></tr><tr><td>\n\nDeny Business Process\n\n</td><td>\n\nDenies the required business process.\n\n</td></tr><tr><td>\n\nLook up Approvals\n\n</td><td>\n\nRetrieves the approvals records from Workday and saves the details as an attachment in the Data Source table.**Note:** To use this action, you must create and configure the To Do RaaS report. For instructions, see [Configure the To Do report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md).\n\n</td></tr><tr><td rowspan=\"2\">\n\nInvoice Management\n\n</td><td>\n\nVoid or cancel Invoice\n\n</td><td>\n\nCancels the required supplier invoice.\n\n</td></tr><tr><td>\n\nUpdate Supplier Invoice\n\n</td><td>\n\nUpdates details of the required supplier invoice.\n\n</td></tr><tr><td rowspan=\"3\">\n\nReceipt Management\n\n</td><td>\n\nVoid or Cancel Receipt\n\n</td><td>\n\nCancels the required receipt.\n\n</td></tr><tr><td>\n\nLook up Goods Receipts Stream\n\n</td><td>\n\nRetrieves details of the required receipts.\n\n</td></tr><tr><td>\n\nUpdate Receipt\n\n</td><td>\n\nUpdates details of the required receipt.\n\n</td></tr><tr><td rowspan=\"3\">\n\nRequisition Management\n\n</td><td>\n\nLook up Requisitions Stream\n\n</td><td>\n\nRetrieves the requisition data.\n\n</td></tr><tr><td>\n\nUpdate Requisition\n\n</td><td>\n\nUpdates details of the required requisition records.\n\n</td></tr><tr><td>\n\nCreate Requisition\n\n</td><td>\n\nCreates requisition record with the provided details.\n\n</td></tr><tr><td>\n\nPurchase Order Management\n\n</td><td>\n\nLook up Purchase Orders and PO Lines Stream\n\n</td><td>\n\nRetrieves details of the required purchase orders and PO lines.\n\n</td></tr><tr><td rowspan=\"3\">\n\nPrimary Data Management\n\n</td><td>\n\nLook up Company Contact Information by ID\n\n</td><td>\n\nRetrieves details of the required company contact.\n\n</td></tr><tr><td>\n\nLook up Organizations Stream\n\n</td><td>\n\nRetrieves the organization data.\n\n</td></tr><tr><td>\n\nLook up Locations Stream\n\n</td><td>\n\nRetrieves details of the required locations.\n\n</td></tr><tr><td rowspan=\"8\">\n\nSupplier Management\n\n</td><td>\n\nLook up Supplier Contracts Stream\n\n</td><td>\n\nRetrieves details of the supplier contracts.\n\n</td></tr><tr><td>\n\nDeactivate Supplier\n\n</td><td>\n\nDeactivates the required supplier.\n\n</td></tr><tr><td>\n\nCreate Supplier Location\n\n</td><td>\n\nCreates a supplier location with the provided details.\n\n</td></tr><tr><td>\n\nUpdate Supplier Location\n\n</td><td>\n\nUpdates details of the required supplier location.\n\n</td></tr><tr><td>\n\nDelete or Void Supplier Bank Account\n\n</td><td>\n\nDeletes the required supplier bank account or makes it void.\n\n</td></tr><tr><td>\n\nCreate Bank Account\n\n</td><td>\n\nCreates a supplier bank account with the provided details.\n\n</td></tr><tr><td>\n\nUpdate Bank Account\n\n</td><td>\n\nUpdates details of the required supplier bank account.\n\n</td></tr><tr><td>\n\nUpdate Supplier\n\n</td><td>\n\nUpdates details of the required supplier.\n\n</td></tr><tr><td rowspan=\"10\">\n\nFinancial Management\n\n</td><td>\n\nGet Account Set By ID\n\n</td><td>\n\nRetrieves details of the specified account set.\n\n</td></tr><tr><td>\n\nGet Business Unit By ID\n\n</td><td>\n\nRetrieves details of the specified business unit.\n\n</td></tr><tr><td>\n\nGet Cost Center By ID\n\n</td><td>\n\nRetrieves details of the specified cost center.\n\n</td></tr><tr><td>\n\nGet Ledger By ID\n\n</td><td>\n\nRetrieves details of the specified ledger record.\n\n</td></tr><tr><td>\n\nLook up Account Sets\n\n</td><td>\n\nRetrieves details of the required account sets, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Business Units\n\n</td><td>\n\nRetrieves details of the required business units, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Cost Centers\n\n</td><td>\n\nRetrieves details of the required cost centers, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Fx Rates\n\n</td><td>\n\nRetrieves details of the required Fx rates, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Ledger Accounts\n\n</td><td>\n\nRetrieves the ledger accounts from Workday and saves the details as an attachment in the Data Source table.**Note:** To use this action, you must create and configure the Ledger Account RaaS report. For instructions, see [Configure the Ledger Account report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md).\n\n</td></tr><tr><td>\n\nLook up Payments and Payment Status\n\n</td><td>\n\nRetrieves the payment and payment status details from Workday and saves the details as an attachment in the Data Source table.**Note:** To use this action, you must create and configure the Payment Status RaaS report. For instructions, see [Configure the Payment Status report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md).\n\n</td></tr><tr><td rowspan=\"4\">\n\nJournal Entry Management\n\n</td><td>\n\nCreate Accounting Journal\n\n</td><td>\n\nCreates an accounting journal.\n\n</td></tr><tr><td>\n\nLook up Journals\n\n</td><td>\n\nRetrieves details of the required journal records, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nPost Accounting Journal\n\n</td><td>\n\nPosts an accounting journal record.\n\n</td></tr><tr><td>\n\nReverse Accounting Journal\n\n</td><td>\n\nReverses the specified accounting journal.\n\n</td></tr><tr><td rowspan=\"3\">\n\nMetadata Retrieval\n\n</td><td>\n\nGet Additional Fields For Workday Finance\n\n</td><td>\n\nRetrieves additional fields for each action.\n\n</td></tr><tr><td>\n\nGet Reference ID List\n\n</td><td>\n\nRetrieves values of the Reference ID based on the specified reference type.\n\n</td></tr><tr><td>\n\nGet Access Token\n\n</td><td>\n\nRetrieves the access tokens for authenticating SOAP based actions using OAuth 2.0.\n\n</td></tr><tr><td rowspan=\"18\">\n\nResource Management\n\n</td><td>\n\nCancel Purchase Order\n\n</td><td>\n\nCancels the specified purchase order.\n\n</td></tr><tr><td>\n\nCreate Fixed Asset Shell\n\n</td><td>\n\nCreates a fixed asset shell.\n\n</td></tr><tr><td>\n\nCreate Supplier\n\n</td><td>\n\nCreates a supplier with the provided details.\n\n</td></tr><tr><td>\n\nCreate Supplier Invoice\n\n</td><td>\n\nCreates a supplier invoice with the provided details.\n\n</td></tr><tr><td>\n\nGet Advanced Shipment Notice By Number\n\n</td><td>\n\nRetrieves details of the specified advance shipment notice.\n\n</td></tr><tr><td>\n\nGet Supplier By ID\n\n</td><td>\n\nRetrieves details of the specified supplier.\n\n</td></tr><tr><td>\n\nGet Supplier Invoice By ID\n\n</td><td>\n\nRetrieves details of the specified supplier invoice.\n\n</td></tr><tr><td>\n\nLook up Advanced Shipment Notices\n\n</td><td>\n\nRetrieves details of the required advance shipment notices, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Expense Items\n\n</td><td>\n\nRetrieves details of the required expense items, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Fixed Asset Details\n\n</td><td>\n\nRetrieves details of the required fixed assets, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Material Groups Stream\n\n</td><td>\n\nRetrieves the catalog data.\n\n</td></tr><tr><td>\n\nLook up Purchase Items\n\n</td><td>\n\nRetrieves details of the required purchase items, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Request For Quotes\n\n</td><td>\n\nRetrieves details of the required request for quotes records, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Supplier Invoices\n\n</td><td>\n\nRetrieves details of the required supplier invoices, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nLook up Suppliers\n\n</td><td>\n\nRetrieves details of the required suppliers, based on the provided filter criteria.\n\n</td></tr><tr><td>\n\nSubmit Purchase Order\n\n</td><td>\n\nSubmits the specified purchase order.\n\n</td></tr><tr><td>\n\nSubmit Purchase Order Change Order\n\n</td><td>\n\nSubmits change order associated with the specified purchase order.\n\n</td></tr><tr><td>\n\nSubmit Receipt\n\n</td><td>\n\nSubmits the specified receipt.\n\n</td></tr></tbody>\n</table>## Spoke module\n\nThe Workday Financials spoke adds the Workday Finance application to your instance and includes these modules:\n\n|Module|Description|\n|------|-----------|\n|Connection Details|Contains information about the base URL of the Workday instance or tenant, and API version.|\n|Get Business Units|Displays information about the business units. Admin should configure the sample remote table as per their requirement.|\n|Purchase Orders|Displays information about the purchase orders whenever they are created in the Workday application. To retrieve this information to the ServiceNow instance, you must [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md).|\n|Webhook Registries|Contains records of webhooks registries. Admin should create record here [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md) for the required Workday event.|\n\nFor information about setting up the spoke, see [Set up the Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md) and [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md).\n\n"}}