Change Customer Summary (QRG)

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of changing a customer summary in Workday. You may need to change the customer’s name or status. A customer may request a name change (merger, last name change, etc.). You may also need to change the customer’s status such as changing their status from Active to Hold for delinquent payment. This is NOT how to put an invoice in a Hold status.