Add Customer Account Numbers to Workday Supplier Data

When suppliers include your customer account number on invoices, Ascend can use the account number as a unique supplier identifier for recognition purposes as long as the account number is reflected in Workday supplier data.

There are two ways to add customer account numbers to your Workday supplier data depending on whether you have a single account number or multiple account numbers with a given supplier (such as utility bills for different locations).

Single account number

If your organization has a single account number with a given supplier, follow these steps:

1. In Workday, search for or navigate to the supplier
2. Select the ellipsis next to the supplier name
3. From the Actions menu, select Supplier > Create Supplier Change
   
   
4. Check the box for Supplier and Tax Details, then click OK.
   
5. Scroll to the Supplier Details section and fill in the Customer Account Number field
   
6. Click Submit.

Once the change is approved by an administrator in Workday and synced to Ascend, Ascend can begin to use this customer account number for supplier recognition.

Multiple account numbers

If your organization has multiple account numbers with a given supplier, follow these steps:

1. 1. Search for or navigate to the supplier
   2. Select the ellipsis next to the supplier name
   3. From the Actions menu, select Supplier > Maintain Location Customer Account Numbers
      
   4. Select the Customer Account Numbers tab to add an account number and associate it with a Company and/or a Location. Click the plus button to add more account numbers.
      
      Or, select the Bill-To Customer Account Numbers tab to add an account number and associate it with a Company and Bill-To address. Click the plus button to add more account numbers.
      
   5. When you're finished adding customer account numbers, click OK.

Once this change is synced to Ascend, Ascend can begin to use the customer account number(s) for supplier recognition.