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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Supplier Invoice Automation for Worktag Recommendations

Steps: Set Up Supplier Invoice Automation for Worktag Recommendations

You must subscribe to Innovation Services to use this feature. Contact your Customer Success Manager to request the Innovation Services Addendum (ISA), or see Workday Innovation Services in the Workday Community for more information.
  • To train the supplier invoice automation worktag recommendation model, you need a minimum of 3,000 historical manual supplier invoices.
  • Configure the Innovation Services functional area and configure security policy permissions for these domains:
    • Manage: Innovation Services
    • View: Innovation Services
You can enable machine learning to get up to 5 spend category worktag recommendations on supplier invoice lines. The recommendations are based on supplier, supplier category, company, and item description. This innovation service feature increases the efficiency of the supplier invoice process and reduces the volume of miscategorized invoices.
  1. Access the
    Enable Machine Learning for Financials
     report.
    1. In the
      Innovation Service Opt-In
       tab, select the
      Financial Management Machine Learning GA Features
       service check box.
    2. In the
      Data Select Opt-In
       tab, select the
      Supplier Invoice Data
       contribution check box.
    3. In the
      Feature Availability Status
       tab, verify that the Supplier Invoice for Worktag Recommendations feature status is
      In Progress
      . It takes up to 2 weeks to display the supplier invoice worktag spend category recommendations in your tenant. Workday then displays a status of
      Available
      .
    Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
  2. Select the
    Enable Spend Category Recommendations on Supplier Invoice Document
     check box on the
    Edit Tenant Setup - Financials
     task.
    See Reference: Edit Tenant Setup - Financials.
    Workday recommends that you use a Preview tenant to test this functionality. Using a Preview tenant makes it easier to enable Financials machine learning features and gives you unlimited time to test, in contrast with Implementation tenants.
  3. (Optional) Access the
    Run On-Demand Machine Learning Activation for Implementation Tenant
     task to set up testing on Implementation Tenants.
    After setting up the task, it can take up to 2 weeks to view the machine learning feature functionality in your tenant. Then, you have 2 weeks to complete testing.
You can view the
Suggested
 option and recommendations in the
Spend Category
 field on supplier invoice lines.