Concept: Spend Category 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.
Spend category recommendations use machine learning to suggest spend categories on noncatalog
requisitions and purchase orders. Workday bases recommendations on the supplier invoice data
generated from these documents. Depending on the type of document, these predictions depend on
information such as the:
- Company.
- Cost center.
- Item description.
- Requester history.
- Supplier.
You can enable spend category recommendations on requisitions on these tasks:
- Checkout
- Edit Requisition
- Request Non-Catalog Items
- Revise Requisition
You can enable spend category recommendations on purchase orders on these tasks:
- Copy Purchase Order
- Create Purchase Order
- Edit Purchase Order
- Review Purchase Order
- Revise Purchase Order
You can configure alerts for when a requester selects a supplier that hasn't been selected
for the spend category before. The machine learning model needs to accumulate a sufficient
amount of approved supplier invoice records for any new spend categories before recommending
them. The model retrains weekly with fresh data to keep the predictions up to date.
Workday requires at least 1 year of requisition or purchase order data to provide accurate
spend category predictions.