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Administrator Guide
Last Updated: 2023-06-23
Setup Considerations: Put-Away

Setup Considerations: Put-Away

You can use this topic to help make decisions when planning your configuration and use of inventory put-away functionality.
It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Security requirements and business process configurations.
  • Downstream impacts and cross-product interactions.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

A Put-Away occurs when you place items in final stocking locations.

Business Benefits

  • In Workday, you can record a put-away without having a stock request, receipt, or other initiating event. We enable you to easily put-away goods that you aren't currently tracking, keeping your tenant up to date.
  • You can complete and track all parts of the put-away process in Workday.
  • At an inventory location, you can easily enter put-away transactions for multiple items at the same time.
  • Locate and manage your stock and keep accurate records when goods arrive in inventory.

Use Cases

  • Use mobile devices (can also scan using camera) to scan and populate inventory items on Workday tasks, and put-away inventory.
  • Use Workday to manage large numbers of receipts and automatically route goods to their final stocking locations.
  • Put-away goods that you don't currently track by Workday, such as excess goods, lost items, or goods from procurement card purchases.
  • You can select individual receipts or returns to put away items off of.
  • Put-away items from inventory shipments and returns.

Questions to Consider

Questions
Considerations
Where do you want to set your default stocking locations for items?
You can configure Workday to source default stocking locations from:
  • Companies, suppliers, spend categories, or deliver-to locations.
  • Default stocking locations in put-away rules.
  • Individual items.
How do you want different workers to put-away inventory?
You can configure business processes to route
Inbox
 notifications to specific workers when they receive put-away actions. Workers can only take and review put-away actions for items that belong to locations of companies they have access to.
How do you want to automate your put-away process?
You can configure rules to automatically put away items after receipt approval. You can configure Workday to route that item to its default stocking location, simplifying your processes. For an ad hoc put-away, Workday populates that information on put-away tasks, saving you time.
How do you enter your inventory information into Workday?
You can use mobile devices to scan item information into Workday and populate that information on put-away task.
You can configure your barcodes so that you can scan Unit of Measure information as well as the item quantity. If you don't use mobile scanning, you can find your item information off of printed item label.

Recommendations

  • Create specific put-away rules that you want to apply to your put-away process. When you define multiple put-away rules with similar criteria, Workday populates put-away fields using the rule with the highest number of configured fields.
  • When you have large sets of put-away rules, configure default stocking locations from purchase items to optimize performance.
  • We recommend that you configure default stocking locations for all items to avoid manual processing.

Requirements

When you configure lots or serial control on purchase items, Workday requires those fields on put-away tasks. You can enter new lot and serial numbers on those tasks.

Limitations

Workday doesn't process partial put-away transactions. Example: if you receive 100 items, you must put-away all of them and process the full receipt.

Tenant Setup

No impact.

Security

Set up these security domains in the Inventory functional area:
Domains
Considerations
Set Up: Inventory
 domain
Administrators can access and configure put-away rules.
Process: Inventory
 domain.
Administrators can view and process inventory transactions, including put-away.

Business Processes

Business Process
Considerations
Inventory Put-Away Event
When you want to route
Inbox
 notifications to specific individuals or security groups, configure this BP and add it as a step on the
Receipt
 business process.
Inventory Put-Away Adjustment Event
Set up the default definition for this BP to:
  • Perform put-away adjustments.
  • Have put-away adjustment automatically occur when you submit a receipt adjustment.
Receipt
You need to configure this business process (BP) before you can put away inventory off of receipts. Workday sends inbox notifications to all groups on the
Receipt
 business process, where users can initiate the put-away process.
Receipt Put-Away Adjustment Event
Use this BP to route adjusted put-away transactions that occur as a result of a receipt adjustment. Configure this BP as a subprocess on the
Receipt Adjustment
 BP.
You can automatically correct put-away quantities from adjusted receipts when you configure this BP as a service step on the
Receipt Adjustment
 BP.
You must manually create put-away adjustment events when you elect to create an
Initiate Inventory Receipt Put-Away Adjustment Event
 as a service step on this BP.
Workday doesn't automatically adjust the quantity when receipt adjustments happen. Depending on your tenant setup. You might want to perform a count instead.
Scenarios can occur where put-away quantities are adjusted before you perform a receipt adjustment, such as through an inventory count. If you set up the default definition for this business process to include a put-away adjustment, Workday performs another adjustment after a receipt adjustment is complete, which results in a duplicate put-away adjustment.

Reporting

Reports
Considerations
Inventory Put-Away Plan
Displays items and their default stocking locations. You can print this report to assist in the manual put-away process. The report tells you exactly where you need to stock your items.
View Inventory Put-Away Rules
Displays your configured put-away rules. Use this report for verification purposes, to help with duplicates and changes in your general process.
Find Inventory Transactions
Display completed put- away transactions.
Find Lots
Displays which lots you have on hand and their expiration dates.
Find Serial Balance
Displays item serial numbers.

Integrations

Use these web services to complete put-away features that you can use to upload or retrieve data through an EIB:
  • Get Inventory Put-Away Rules
  • Get Purchase Item
  • Get Purchase Orders
  • Get Receipts
  • Put Inventory Put-Away Rule
  • Put Purchase Item
  • Submit Ad Hoc Put-Away
  • Submit Purchase Order
  • Submit Put-Away
  • Submit Receipt

Connections and Touchpoints

Features
Considerations
Account Posting Rules
Workday generates accounting journal entries from Put-away transactions in the form of a debit to an inventory asset or inventory expense, and a credit to accrued liabilities. You can configure spend and receipt accrual accounting posting rules to change put-away actions.
Put-away item statuses can impact accounting journal entries generated for supplier invoices.
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.