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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Spend Category and Worktag Defaulting on Supplier Invoices

Steps: Set Up Spend Category and Worktag Defaulting on Supplier Invoices

You can configure spend categories and worktags to populate on nonpurchase order invoice lines based on the supplier. Configure this feature to:
  • Reduce the processing and reviewing time spent on invoices.
  • Reduce errors in supplier invoice processing.
  1. Configure these business processes and security policies in the Suppliers functional area according to your company requirements:
    • Supplier Event
    • Supplier Change Event
  2. (Optional) Set up the Review Supplier Related Worktags action step on the
    Supplier Event
     business process.
    For new suppliers, the action step enables you to review and approve related worktags.
  3. (Optional) Set up the Review Supplier Change Related Worktags action step on the
    Supplier Change Event
     business process.
    For existing suppliers, the action step enables you to review and approve related worktag changes.
  4. Set up the Allowed Worktag Types for suppliers. If you mark a worktag type as required, then assign a default worktag type to new and existing suppliers.
  5. For new or existing suppliers, configure:
    • Default worktags on the Related Worktags tab.
    • A default spend category on the Procurement Options tab.
    Workday displays the
    Default Spend Category
     field on the
    Invoicing Setup
     report on the Invoices and Payments profile group of the supplier profile.
  6. (Optional) Access the
    Maintain Worktag Type Precedences
     task.
    Configure the order of priority of defaulting related worktags. When left blank, Workday doesn't populate the
    Defaut Spend Category
     and
    Related Worktags
     fields on these web services:
    • Import Supplier Invoice
    • Submit Supplier Invoice
    • Submit Supplier Invoice Adjustment
    • Submit Supplier Invoice Contract
    • Submit Supplier Invoice Request
When you create supplier invoices, Workday populates your default spend category and worktags from the supplier.