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Administrator Guide
Last Updated: 2026-06-12
Steps: Set Up Machine Learning Prompt Recommendations for Supplier Invoices and Supplier Invoice Requests

Steps: Set Up Machine Learning Prompt Recommendations for Supplier Invoices and Supplier Invoice Requests

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 supplier invoice automation worktag or tax attributes recommendation model, you need a minimum of 3,000 historical 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 recommendations for cost center, location, region, and tax attributes on supplier invoice lines. This increases the efficiency of the supplier invoice process and reduces the number of miscategorized invoices.
  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. In the
      Innovation Service Opt-In
       tab, select the
      Financial Management Generally Available Machine Learning Features and Third Party Services
       service check box.
    2. In the
      Data Select Opt-In
       tab, select the
      Supplier Invoice Data
       check box.
      • If available, select
        Opt in to Additional Data
         checkbox.
    3. In the
      Feature Availability Status
       tab, verify that the Supplier Invoice Data feature status is
      In Progress
      . It takes up to 2 weeks to display the supplier invoice worktag recommendations in your tenant. Workday then displays a status of
      Available
      .
  2. Access the
    Edit Tenant Setup - Machine Learning
     task.
    Select the region in which Workday hosts data used for improvement and personalization of machine learning and analytics functionality.
    Security:
    Set Up: Tenant Setup - Machine Learning
     domain in the System functional area.
  3. Access the
    Maintain Machine Learning Prompt Recommendations
     task.
    1. On the initiation page, select the
      Accounts Payable
       product area.
    2. In the
      Supplier Invoices
       grid, select the
      Enable Machine Learning Recommendations
       check box for the worktag, spend category, or tax attribute types you want to receive recommendations for.
    3. In the
      Supplier Invoices Request
       grid, select the
      Enable Machine Learning Recommendations
       check box for the worktag or spend category you want to receive recommendations for.
    Security:
    Set Up: Tenant Setup - Financials
     domain in the System functional area.
  4. Access
    Maintain Worktag Usage
    .
    For worktag recommendations:
    1. Select
      Supplier Invoice
      .
    2. Click
      Edit Worktag Usage
      .
    3. In the
      Primary Worktags Type
       grid, add the worktag types you want to receive machine learning recommendations for.
      You can only add a worktag type under either
      Primary Worktag Types
       or
      Additional Worktag Types
      . If a worktag type you want to include under
      Primary Worktag Types
       is included under
      Additional Worktag Types
      , delete it from
      Additional Worktag Types
       first.
Workday displays the
Recommended
 option and recommendations for
Cost Center
,
Location
, and
Region
 worktags and Tax Attributes on supplier invoice lines.