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 ElevateAP should attempt to automatically enter. This lets you be selective with which documents are automatically entered.

If you’re looking for how to improve supplier recognition using ‘Ignore’ and ‘Exclude’ groups in Workday, learn more here.

 

Create a Supplier Group

  1. Run the Maintain Supplier Groups task.

  2. Click the plus icon to create a new Supplier Group.
    maintain_supplier_groups_1.jpg

  3. Enter the Supplier Group Name: “Ascend_AutoEntry”.
    maintain_supplier_groups_2.jpg

  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”.

If you need to set up multiple supplier groups in Workday for Touchless Processing, contact your CSM for specific instructions.

Assign suppliers to the group

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

  2. Click the ellipsis workday_ellipsis_icon.jpg next to the supplier name.

  3. Select Create Supplier Change.
    supplier_actions_menu.jpg

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

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

  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 ElevateAP. After the changes have been synced, ElevateAP will attempt to automatically enter documents from those suppliers if the document passes all other requirements.

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