Steps: Set Up Requisitions for Inventory Replenishment

Set up spend categories to stock items.

Set up inventory sites and stocking locations.

Create inventory replenishment requisitions when inventory levels drop below a threshold level.

Define requisition types that are specific to requisitions for inventory replenishment.

Access the

Maintain Inventory Site > Location

tab.

Select the

Procurement Company

that sources requisition orders from the inventory site.

On the

Replenishment

tab, select a:

Replenishment Option

on the task to replenish inventory at the site. Workday replenishes your stock with the method you select when you schedule a replenishment.

Source Requisition Company

to create the replenishment requisition.

(Optional) Access

Company > Edit Company Procurement Options

from the related actions menu of the company to enable the exclusion of purchase items that have catalog entries.

Select the

Exclude Purchase Items that have Catalog/Supplier Item Entries

check box.

Security: Set Up: Company General
domain in the Common Financial Management functional area.

(Optional) Configure requisition sourcing rules for preferred supplier for purchase items in the

Maintain Requisition Sourcing Rules

task.

(Optional) Map supplier items (catalog items and web items) to internal purchase items through the

Load Catalog Request

task and

Maintain Web Items

task.

(Optional) Capture conversion factors for the various ordering units of measure on the internal purchase item's base unit of measure.

Create requisitions for inventory replenishment.