Applying Supplier-Related Worktags and Spend Categories

When processing a non-PO invoice, you can select Use Supplier Worktags to automatically populate invoice lines with the supplier’s associated worktags and spend categories.

• How It Works
• Using Supplier-Related Worktags vs. Document Rules
• PO Invoice and Supplier Contract Restrictions

How It Works

The Use Supplier Worktags option shows on the document entry page when a non-PO invoice has a valid supplier and at least one invoice line.

Selecting this option removes all existing worktags and adds the supplier-related worktags and spend categories to the invoice lines. To use this option:

1. Go to My Invoices.
2. Click the invoice's Ascend ID to open it.
   
   
   
   
3. Confirm the invoice has:
   • A valid supplier
   • At least one invoice line
4. In the Invoice Lines section, click the menu icon .
5. Select Use Supplier Worktags.

Your invoice lines will update immediately with the supplier-related worktags and spend categories from your Workday instance. The same information will also populate automatically when you add new lines.

Using Supplier-Related Worktags vs. Document Rules

Document rules give you more choices and flexibility, so it's best practice to create document rules to apply specific worktags. The Use Supplier Worktags option is helpful for quick or simple edits and can replace the worktags and spend categories set by document rules.

PO Invoice and Supplier Contract Restrictions

The Use Supplier Worktags option isn't available for PO invoices and Supplier Contracts because their worktags are already automatically matched. It also can't be used when adding Non-PO lines to a PO invoice.