> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.configbot.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# ConfigBot WD - How to Add or Update Reasons for Sales Item Groups in Finance Customer Accounts

Finance Customer Accounts - Sales Item Groups

The following article will help to explain how you can add or update a “Sales Item Groups” in Workday through Configbot. 

1. Enter your Username and Password and click on the submit button to login. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_n5oote.png)
2. Navigate towards the "Home screen" and click on the "Finance Panel" and then Click on Finance Customer Accounts Module.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_j3j6wu.png)

3. Select the workspace that best suits your preferences or requirement. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_3nae3.png)
4. Navigate to the generated workbook (in my case, Iteration #1) and open the workbook. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1skil6b.png)
5. Navigate to the worksheet tab labeled as "Sales Item Groups”.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_4gdemr.png)
6. Provide the "Item Group Name", add "Sales Item Group Type", "Description", then select Yes or No for "Exclude from Multiple-Element Revenue Allocated" and then set the Processing Status to 'Pending'."

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_17ah578.png)
7. Close the Workbook, navigate back to your workspace, click on the hamburger menu and select start configuration option.  

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1l11sxs.png)
8. The Start Configuration pop-up window will appear. Enter your Workday password and provide any relevant execution notes. Then, select the checkbox for the “Sales Item Groups”. Finally, click the "Confirm and Start" button.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_124s9ni.png)
9. You can track the progress of iteration by clicking on Information Icon (i).

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1hiq57h.png)
10. Once the status shows "Complete," then return to the workbook to confirm that the data was successfully added. The following rows and their fields will be highlighted in green, indicating successful execution. Additionally, the Processing Status will be changed to Processed.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_fckof1.png)
11. To confirm the changes made, navigate to the "Sales Item Groups" window by searching for it by name using the search bar on the Workday Home page.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_142xoy1.png)
This confirms a successful execution where a new Sales Item Group was added to the Finance Customer Accounts using ConfigBot, ensuring accurate data transfer and configuration within Workday. 
  
Thank you!