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Administrator Guide
Last Updated: 2023-06-23
Put Away Inventory

Put Away Inventory

Create spend categories to stock items.
Security:
  • Configure the
    Inventory Put-Away Event
     business process and security policy in the Inventory functional area.
  • Security:
    Process: Inventory
     domain in the Inventory functional area.
As goods arrive in inventory, recording the placement of items in their stocking locations makes it easier to:
  • Locate and manage your stock.
  • Keep accurate inventory records.
You can perform put-away transactions:
  • Across multiple stocking locations at the same inventory site.
  • Using Workday on Android, iPad, and iPhone.
  1. Access the
    Put Away Inventory
     task.
  2. As you complete the task, consider:
    Option Description
    Stocking Unit of Measure
    For stock request put away, Workday converts shipments into the default stocking unit of measure (UOM) configured on an item. When there's no default stocking UOM setup, Workday uses the UOM of the items shipped from the inventory fulfillment site.
    For receipt put away, Workday converts the received quantity into the default stocking UOM setup on an item.
    When there’s no default stocking UOM setup, Workday uses the receipt UOM, provided that:
    • The receipt UOM is a valid stocking UOM.
    • The conversion factor between the receipt UOM and base UOM matches the standard conversion factor between the stocking and base UOMs.
    Otherwise, Workday converts the received quantity into the base UOM for the item.
    Quantity
    Using the stocking UOM, enter the quantity you put away.
    For receipt put away, the put away quantity might differ from the receipt quantity when:
    • The ordering UOM isn't a valid stocking UOM.
    • You configure a default stocking UOM for the item.
    For stock request put away, the quantity might differ from the stock request quantity shipped when the default stocking UOM is different from the shipped UOM.
    Stocking Location
    Workday automatically populates the location based on put away rules or the default stocking location setup for the item. Workday defaults a consigned location into the prompt when you put away consigned goods.
    Workday also excludes stocking locations that are on hold.
    Worktags
    For ad hoc put away only.
Workday initiates the
Inventory Put-Away Event
 business process that updates the:
  • On-hand quantities in the stocking locations.
  • Average unit cost of the items.
For ad hoc put away, Workday also creates an accounting entry for the put away transaction that:
  • Debits the account you configured for the
    Spend
     account posting rule.
  • Credits the account you configured for the
    Inventory Adjustment
     account posting rule.
For receipt put away, Workday also creates an accounting entry for the put away transaction that:
  • Debits the account you configured for the
    Spend
     account posting rule.
  • Credits the account you configured for the
    Receipt Accrual
     account posting rule.
For stock request put away, Workday also creates an accounting entry for the put away transaction based on whatever markup rules apply to the items, and which company owned the items during transits.
You can view your transactions on the:
  • Find Inventory Transactions
     report.
  • Find Inventory Balance
     report.