Predict categories for PRLs and POLs imported through integrations
Automatically predict and assign product and spend categories for imported purchase requisition lines and purchase order lines using scheduled on-demand scripts.
The Spend categorization agent automatically predicts and assigns product and spend categories for imported purchase requisition lines (PRLs) and purchase order lines (POLs) using scheduled on-demand scripts.
The following scheduled on-demand scripts have been added:
- Product and spend category prediction for purchase line: Updates the spend and product category fields on PRLs imported through integration from third-party systems.
- Product and spend category prediction for purchase order line: Updates the spend and product category fields on POLs imported through integration from third-party systems.
After the PRLs and POLs are imported into your instance, open the appropriate scheduled on-demand script and select Execute Now to run the script and update the spend and product category fields.
How product and spend category updates work for imported PRLs and POLs
- Predictions are applied automatically when category fields are empty.
- Only users with admin role can run on demand jobs for bulk updates.
- You receive an email confirmation once a job completes.
- Jobs resume from where the previous run ended.
- POLs linked to PRLs inherit the spend category from the associated PRLs, while standalone POLs receive AI-predicted categories.