Update Supplier Prediction Data in Workday

Maintaining detailed, accurate, and up-to-date supplier records in Workday is one of the most effective things you can do to maximize accurate supplier prediction and recognition rates in Ascend.

Learn what types of supplier prediction data are most important. Our Support team and Customer Success Managers may periodically provide specific suggestions for improving your supplier prediction data. 

To add or update supplier data, you'll need to create a Supplier Change in Workday. Here's how:

  1. Search for or navigate to a supplier in Workday
  2. Select the ellipsis workday_ellipsis_icon.jpg next to the supplier name
  3. From the Actions menu, select Supplier > Create Supplier Change
  4. Check the box(es) for the categories (or "areas") you want to change. The key areas that Ascend uses most often are Supplier and Tax Details, Contact Information, Settlement Bank Account, and Alternate Names.
  5. Click OK.
  6. Add or edit supplier data as needed. Pay particular attention to these sections:
    • Supplier Details, which includes "restricted to" companies, Supplier Groups, and Customer Account Numbers
    • Tabs under Supplier Hierarchy:
      • Contact Information, which has fields for physical addresses (including suite/floor numbers and full 9-digit ZIP codes), phone numbers, email addresses, and web addresses
      • Tax Information, which has fields for unique identifiers such as Tax IDs and VAT numbers
      • Settlement Bank Account, which has fields for account numbers, IBANs, ABNs (Australia only), and other unique supplier identifiers that may appear on invoices
      • Alternate Names, which can increase recognition for suppliers that use multiple/different names on invoices. If a supplier has more than one Alternate Name, apply the "Doing Business As" usage flag to the name that appears on invoices most often.
  7. When you're finished making updates, click Submit.

Your draft Supplier Change is routed to the appropriate party for review and approval in Workday. Once the change is approved in Workday and synced to Ascend, Ascend can begin to use the updated supplier data to improve recognition.

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