Service Directory > v31.2 > Revenue_Management > Put_Customer_Category
 

Operation: Put_Customer_Category

This service operation will add or update Customer Category. Customer Category includes the Customer Category ID and Customer Category Name. Customer categories are used to help determine accounting for transactions beyond what is defined in the posting rules. When processing a transaction, Workday finds the category on a customer and applies the accounting based on the category. You can't override this category for individual transactions. You can also use customer categories when selecting or searching for customers. Each customer must have one customer category. You assign a customer to customer categories when creating or editing a customer.


@ - A parameter name with this symbol denotes an XML attribute within the document instead of an XML element.


Contents

 

Web Service

 

Request

 

Response

 

Element(s)

 

Request Element: Put_Customer_Category_Request

Element containing Customer Category reference for update and all Customer Category data items
 
Parameter name Type/Value Cardinality Description Validations
@version string [0..1] Web Service version  
@Add_Only  boolean  [1..1]  Add Only Flag. Indicates that the service is an add only, not an update.   
Customer_Category_Reference  Customer_CategoryObject  [0..1]  Reference to an existing Customer Category   
Customer_Category_Data  Customer_Category_Data  [1..1]  Customer Category Data   
Validation Description
The Web Service is set to Add Only; but the Customer Category already exists.   
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Response Element: Put_Customer_Category_Response

Element containing Put Customer Category Response Data
 
Parameter name Type/Value Cardinality Description Validations
@version string [0..1] Web Service version  
Customer_Category_Reference  Customer_CategoryObject  [0..1]  Reference to an existing Customer Category   
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Customer_CategoryObject

part of: Put_Customer_Category_Request, Put_Customer_Category_Response
 
Parameter name Type/Value Cardinality Description Validations
@Descriptor  string  [1..1]  Display information used to describe an instance of an object. This 'optional' information is for outbound descriptive purposes only and is not processed on inbound Workday Web Services requests.   
ID  Customer_CategoryObjectID  [0..*]  Contains a unique identifier for an instance of an object.   
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Customer_CategoryObjectID

part of: Customer_CategoryObject
Contains a unique identifier for an instance of an object.
 
Parameter name Type/Value Cardinality Description Validations
#text  string       
@type  WID, Customer_Category_ID  [1..1]  The unique identifier type. Each "ID" for an instance of an object contains a type and a value. A single instance of an object can have multiple "ID" but only a single "ID" per "type".   
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Customer_Category_Data

part of: Put_Customer_Category_Request
Element containing all Customer Category data
 
Parameter name Type/Value Cardinality Description Validations
Customer_Category_ID  string  [0..1]  Customer Category ID. This is the Customer Category unique identifier   
Customer_Category_Name  string  [1..1]  Free form text field for Customer Category Name 
Validation Description
Enter a unique Customer Category Name. [category] is already in use.  The Customer Category Name is already in use. 
 
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Customer_CategoryReferenceEnumeration

part of: Customer_CategoryObjectID
Base Type
string
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