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Administrator Guide
Last Updated: 2024-05-03
Steps: Chain of Custody Tracking

Steps: Chain of Custody Tracking

Configure the
Receipt
 business process in the Procurement functional area.
(Optional) Configure the
Dock Logging Manifest Event
business process and security policy in the Inventory and Procurement functional areas.
You can use Workday to track packages you receive from a supplier to the their final destination, including intermediate stops during goods delivery. We provide greater detail about package status and enable a requester to track where their requisitioned goods are along with carrier tracking information. You can also use Workday to respond to inquiries about the location of your purchase orders.
  1. Access the
    Edit Company Procurement Options
     task.
    Security:
    Set Up: Company General
     domain in the Common Financial Management functional area.
  2. (Optional) On the
    Receipt
     tab, select the
    Create Delivery per Tracking Number
     check box to create, manage, and capture deliveries by individual carrier package tracking number.
  3. Access the
    Create Receipts
     task.
  4. Scan tracking numbers into the task or access existing tracking numbers from your manifest.
  5. Submit and complete your receipt.
  6. Access the
    Create Goods Delivery
     task.
    Security:
    Process: Goods Delivery - Create/Edit
     domain in the Inventory and Procurement functional areas.
    You can automate this step by configuring the
    Initiate Goods Delivery Events from Receipt for Receipt Lines
     service step on the
    Receipts
     business process.
  7. Select the receipt you created for the goods delivery. Workday takes these actions when creating the delivery ticket based on whether you select the
    Create Delivery per Tracking Number
     option:
    Option Description
    Opt-In
    • Creates 1 delivery ticket for each tracking number on the receipt.
    • Only displays the carrier tracking number for the item on the item line of the delivery ticket, not item information from the receipt.
    • Captures the delivery status and proof of delivery based on the carrier tracking number on the ticket.
    • Evaluates delivery rules for items with the:
      • Signature Required
         option configured, Workday checks all items on a delivery ticket for a signature when any of the items are configured for signatures.
      • Do Not Create Delivery
         option configured, Workday processes the goods delivery unless all items on the ticket are marked as do not deliver.
    Opt-out
    • Creates delivery tickets based on the deliver-to location and requester on the receipt.
    • Displays receipt information on the item line of the delivery ticket.
    • Associates and displays multiple carrier tracking numbers to a delivery ticket, but still assigns a unique delivery ticket reference.
    • Captures the delivery status and proof for all carrier packages destined to the same location at once.
    • Evaluates delivery rules for each receipt line.
  8. Access 1 of these tasks to capture the goods delivery:
    • Capture Goods Delivery
    • Quick Capture Goods Delivery
  9. (Optional) Use the
    Check-In
     option and corresponding
    Check-In Location
     prompt to check items into intermediary locations during delivery.
Workday completes the goods delivery and records the carrier tracking information for reporting.
Access the
View Receipt
 report for:
  • Carrier tracking numbers.
  • Delivery ticket numbers.
Security:
Process: Receipt/Return - Reports
 domain in the Procurement functional area.
Access the
View Goods Delivery
 report for carrier tracking numbers at the item level.
Security:
Reports: Goods Delivery
 domain in the Inventory and Procurement functional areas.
When you select and view a carrier tracking ID, that you can access through the
View Tracking ID
 page, you can view:
  • The status of specific carrier tracking IDs. Tracking IDs can have these statuses:
    • At Dock: The dock manifest is approved.
    • Received: The receipt is approved.
    • Delivery In Progress: The delivery ticket is still open.
    • Out for Delivery: The delivery ticket is open, but the
      Out for Delivery
       check box is active.
    • Delivery Attempted: An attempt was made to complete the delivery.
    • Check in: The delivery ticket has been checked in at a location.
    • Delivered: The delivery ticket is confirmed at it's final location.
  • Goods delivery tickets.
  • Receipts with carrier tracking numbers.