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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Delivery Tracking

Steps: Set Up Delivery Tracking

You can set up business processes and rules to support delivery tracking of goods. Workday then automatically creates delivery tickets or you can manually create delivery tickets.
  1. Access the
    Create Business Process Definition
    task to configure these business processes:
    • Goods Delivery Event
    • Goods Delivery Run
    • Goods Delivery Group Event
  2. (Optional) To create delivery tickets automatically, add a
    Service
    step to these business processes:
    • Inventory Shipment Event
    • Receipt
  3. (Optional) Access the
    Create Goods Delivery
    task.
    Manually create a delivery ticket from a receipt or shipment.
    Security:
    Process: Goods Delivery
    domain in the Inventory and Procurement functional areas.
  4. (Optional) Access the
    Maintain Goods Delivery Rules
    task.
    Configure rules for where you don't want to track automatic and manual deliveries.
    Security:
    Set Up: Inventory
    domain in the Inventory functional area.
    Security:
    Set Up: Procurement
    domain in the Procurement functional area.
  5. (Optional) Access the
    Maintain Inventory Adjustment Reasons
    task.
    Enable reasons for delivery.
    Security:
    Set Up: Inventory
    domain in the Inventory functional area.
    Security:
    Set Up: Procurement
    domain in the Procurement functional area.
  6. Access either the
    Create Ad Hoc Document Labels
    or the
    Create Ad Hoc Location Labels
    task.
    Create barcode labels for:
    • Goods Delivery Group
    • Goods Delivery Ticket
    Security:
    Inventory Label Event
    business process.