Enable Touchless Processing with Supplier Groups in Workday

Creating a supplier group in Workday is one of the ways your organization can start to use Touchless Processing to automatically enter documents. You can use Workday’s Supplier Groups feature to designate which supplier invoices Ascend AP should attempt to automatically enter. This lets you be selective with which documents are automatically entered.

Create a Supplier Group

1. Run the Maintain Supplier Groups task.

2. Click the plus icon to create a new Supplier Group.
   
   

3. Enter the Supplier Group Name: “Ascend_AutoEntry”.
   
   
   
   

4. Click OK.

Edit the Supplier Group ID

1. Run the Supplier Groups Report.
2. Next to the Ascend_AutoEntry group that we set up in the previous section, click the menu button.
3. Go to Integration IDs > Edit Reference IDs.
4. Change the Reference ID Value to “Ascend_AutoEntry”.

Assign suppliers to the group

1. Find a supplier that needs to be added to the group.

2. Click the ellipsis next to the supplier name.

3. Select Create Supplier Change.
   
   
   
   

4. On the Create Supplier Change page, check the box for “Supplier and Tax Details” and click OK.
   
   
   
   

5. In the Supplier Group field, assign the supplier to the “Ascend_AutoEntry” group.
   
   
   
   

6. Click Submit.

Submit a ticket to Ascend

Once you’ve created your supplier group, submit a ticket. Once the change is approved by an administrator in Workday, Ascend will need to confirm that the change is also reflected in Ascend AP. After the changes have been synced, Ascend AP will attempt to automatically enter documents from those suppliers if the document passes all other requirements.