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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Machine Learning for Spend Category Recommendations

Steps: Set Up Machine Learning for 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.
Have at least 1 year of requisition or purchase order data and corresponding supplier invoice data so that Workday can provide accurate spend category predictions.
You can enable machine learning to predict spend categories on requisitions and purchase orders. The machine learning model learns from approved supplier invoice records generated from these documents to determine which spend categories to recommend.
  1. Access the
    Innovation Services and Data Selection Opt-In
     report.
    On the
    Innovation Services Opt-In
     task, select the
    Spend Management Machine Learning GA Features
     service on the
    Available Services
     tab in the
    Spend Management
     category.
    On the
    Maintain Innovation Services Data Selection Opt-In
     task, select the
    Opt In
     check box in the
    Spend Transaction Data
     category to contribute data for Machine Learning.
    If you opted in before Workday added support for purchase orders, Workday displays an
    Opt In to Additional Data
     check box. Select this check box to contribute data for purchase order recommendations.
    When you opt out of the data contribution, Workday purges your data within 2 weeks.
    Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
  2. (Optional) Access the
    Edit Tenant Setup - Machine Learning
     task.
    Select the region in which Workday hosts data contributed to the Machine Learning Development Environment (MLDE). The default region for the MLDE is the U.S.
    Security:
    Set Up: Tenant Setup - Machine Learning
     in the System functional area.
  3. Access the
    Maintain Machine Learning Prompt Recommendations
     task.
    On the initiation page, select the
    Procurement
     product area.
    In the
    Purchase Order
     and
    Requisitions
     grids, select the
    Enable Machine Learning Recommendations
     check box to enable spend category recommendations for those business documents.
    Workday recommends that you use a Preview tenant to test this functionality. Using a Preview tenant makes it easier to enable Spend Management machine learning features and gives you unlimited time to test, in contrast with Implementation tenants.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  4. (Optional) Access the
    Edit Tenant Setup - Financials
     task.
    In the
    Procurement Options
     section, select
    Enable Spend Category/Supplier Mismatch Alert for Requisitions
     to display a warning when a requester selects a supplier that wasn't selected for the spend category before. Workday also recommends the top 3 suppliers to select.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  5. (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.
When you enable spend category recommendations for the first time, the spend management machine learning model takes up to 2 weeks to train using your data. After those initial 2 weeks, Workday displays spend category recommendations on the documents you selected.
If you don't see spend category recommendations 2 weeks after enabling all setup requirements, open a support case.