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Administrator Guide
Last Updated: 2023-06-23
Capture Daily Inventory Snapshots

Capture Daily Inventory Snapshots

Security:
Manage: Fulfillment
 domain in the Inventory functional area.
You can capture inventory levels and average item costs on a daily basis. Workday stores 1 snapshot per day and only stores the latest value. Use the snapshot job in combination with the
Inventory Turns
 report. In order to run and use the report, you’ll need to create sufficient inventory snapshot data. If you have existing data when you start using the functionality, you can run the
Create Historical Daily Inventory and Average Cost Snapshots
 task to populate Workday.
  1. Access the
    Capture Daily Inventory and Average Cost Snapshot
     task.
  2. As you complete the task, consider:
    Option Description
    Spend Category
    You can organize and restrict the output of your snapshot to items in a spend category.
    Purchase Item Group
    You can organize and restrict the output of your snapshot to items in a purchase item group.
Workday creates historical usage data that you can use on the
Inventory Turns
 report with a maximum date range of 1 year.
When you want to capture your Monday end of day balance, you schedule Workday to run the task at 11:59:59PM on Monday.
View your previous and current snapshot on the
Inventory Daily Usage Snapshot
 report.