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Administrator Guide
Last Updated: 2023-06-23
Schedule Replenishment

Schedule Replenishment

  • Configure replenishment options for inventory sites on the
    Maintain Inventory Location
     task.
  • Define item-specific replenishment options for inventory sites on the
    Create Purchase Item
     task.
  • Configure the
    Requisition Event
     and
    Inventory Stock Request Event
     business process and security policy.
  • Security:
    Manage: Inventory
     domain in the Inventory functional area.
You can schedule a job to replenish inventory when levels drop below a desired reorder point.
  1. Access the
    Replenish Inventory
     task.
  2. As you complete the
    Replenish Inventory Criteria
     section, consider:
    Option Description
    Preferred Supplier
    Select to replenish your inventory based on a preferred supplier.
    Notification Recipient(s)
    Select to send replenishment notifications to workers in addition to the processing worker.
    Requisition Type
    Select to create requisitions if the inventory sites are using requisitions to replenish inventory. Ensure that the requisition type enables inventory replenishment.
    Requisition Type (JIT)
    Select to create requisitions if the inventory sites are using requisitions in your just-in-time unit of measure (UOM) to replenish inventory. Ensure that the requisition type enables inventory replenishment.
    Stock Request Type
    Select if you want to create resulting replenishment stock requests as a specific stock request type.
    Maximum Lines per Requisition/Stock Request
    Enables you to set a limit on how many item lines are on your requisitions or stock requests. On requisitions, Workday groups item lines by the Inventory site and source requisition company. On stock requests, Workday groups item lines by inventory site (replenishing site), replenishment option and source inventory site. When a purchase order exceeds the maximum number of lines you set, Workday creates multiple requisitions to process those lines.
    Auto-Submit
    Select this check box to submit the requisition or stock request automatically for review and approval. Clearing this check box creates the requisition or stock request in
    Draft
     status.
  • The replenishment job automatically creates requisitions, stock requests, or notifications to initiate restocking of inventory to desired levels. Workday creates stock requests for an issuing unit of measure on the supplying site.
  • The replenishment job first executes replenishment requests according to the replenishment attributes you defined at the item-site level. If undefined at item-site level, the attributes you defined at the inventory site level determine the request.
  • When creating a requisition, Workday runs a background job to determine the preferred:
    • Supplier.
    • Contract.
    • Unit of Measure (UOM).
    Workday swaps the purchase item with a supplier item for replenishment, in this order of preference:
    • Linked supplier catalog item for the primary supplier (sourcing priority 1).
    • Linked supplier catalog item if there's only 1 associated to the purchase item.
    • Catalog item for the preferred supplier and contract determined using the requisition sourcing rules.
    If no supplier item and contract is identified, Workday creates the requisition for the purchase item in
    Draft
     status and marks
    Needs Review
     to
    Yes
     in the Requisition API.
  • If there's a stock request with errors related to UOM quantity conversions, Workday creates the stock request in
    Draft
     status and marks it
    Needs Review
    .
  • Displays a new unit of measure value for the suggested order quantities on replenishment results and notifications.
  • When you select the
    Auto-Submit
     check box, Workday initiates the
    Requisition Event
     and
    Inventory Stock Request Event
     business processes for review and approval.
You can view replenishment information on these reports:
Report
Considerations
Replenishment Optimization
Use to view replenishment details by inventory site and purchase item.
Find Stock Requests
Use to view details of the submitted requisitions and stock requests, including transactions in
Draft
 status.
Find Requisitions
Use to view details of the submitted requisitions and stock requests, including transactions in
Draft
 status.
Inventory Replenishment Documents
Use to review stock request and requisition documents that result from inventory replenishments.