Use this service to request a new customer in Workday before issuing an invoice.
Customers are used when Drake expects to receive payment from an individual or organization. To prevent duplicate customer records, all new customer requests are reviewed before the customer is created in Workday.
If you need to pay a third party, do not use this service. Search for Find Supplier in Workday. If the supplier does not exist, use Create Supplier Request in Workday.
What to Expect
A Finance team member will review your request and contact you if additional information is needed.
Requirements
In order to request a new customer, you'll need to provide the following information:
- Customer name (usually the business or organization name unless the customer is an individual)
- Customer group (DUCSOM, Events, or Other)
- Customer contact name, phone number, and email address
- Customer mailing address
Note: Invoices will be emailed to the email address provided in the request.