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Administrator Guide
Last Updated: 2026-06-12
Steps: Set Up Intelligent Prompt Recommendations for Customer Invoices

Steps: Set Up Intelligent Prompt Recommendations for Customer Invoices

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:
  1. Select your profile avatar on Workday Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your
    Subscription Service Agreement
     value.
If the value is:
  • UMSA
    , the feature is automatically available. You can skip the
    Enable Innovation Services Feature and AI Data Contributions for MSA Customers
     step. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.
  • MSA
    , you must enable this feature through Innovation Services using the
    Enable Innovation Services Feature and AI Data Contributions for MSA Customers
    step.
Note: UMSA customers don't have Innovation Services tasks and reports in their tenants as these are for MSA customers only. UMSA customers can ignore all information regarding Innovation Services.
To train the intelligent recommendations model, you need a minimum of 3,000 customer invoices with the revenue category and sales item fields.
You can enable intelligent prompt recommendations for the invoice lines prompts on customer invoices and adjustments. The intelligent recommendations model uses insights from historical data to provide up to 5 relevant recommendations for each of these prompts:
  • Revenue Category
  • Sales Item
This feature improves data accuracy and expedites creating customer invoices and adjustments.
  1. You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.
    1. On the
      Innovation Services Opt-In
       task, select the
      Financial Management Generally Available Machine Learning Features and Third Party Services
       service on the
      Available Services
       tab in the
      Financials
       category.
    2. On the
      Maintain Innovation Services Data Selection Opt-In
       task, select the
      Accounts Receivable Data
       category for the
      Financial Management Generally Available Machine Learning Features and Third Party Services
       service.
  2. Access the
    Maintain Machine Learning Prompt Recommendations
     task.
    Select the
    Accounts Receivable
     product area.
    In the
    Customer Invoices
     grid, select the
    Enable Machine Learning Recommendations
     check boxes for the
    Revenue Category
     and
    Sales Item
     fields.
Workday displays a
Recommended
 prompt filter on the
Revenue Category
 and
Sales Item
 invoice lines prompts, when you create customer invoices and adjustments on these tasks:
  • Create Customer Invoice
  • Create Customer Invoice Adjustment