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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Inventory Counting

Steps: Set Up Inventory Counting

  • Create inventory sites and stocking locations.
  • Put away inventory items in their stocking locations.
You can configure Workday to:
  • Periodically count inventory items.
  • Reconcile inventory levels based on inventory counts.
Workday supports these types of inventory counts:
  • Physical: Typically conducted once or twice each year on the entire facility.
  • Cycle: Completed periodically on an area within the facility. This type of counting includes ad hoc counts, which you can perform on the
    Create Ad Hoc Inventory Count
     task.
  1. Access the
    Edit Tenant Setup - Financials
     task.
    Select an ID generator from the
    ID Generator for Inventory Count Sheets
     prompt.
    Security:
    Set Up: Tenant Setup - Financials
    domain in the System functional area.
  2. Configure count settings for your inventory sites and their stocking locations.
    Security:
    Set Up: Inventory
     domain in the Inventory functional area.
  3. Access the
    Maintain Inventory ABC Classifications
     task.
    Enter a name for the classification type and specify a count frequency in calendar days.
  4. (Optional) Access the
    Create Count Sheet Print Layout
     task.
    Select the configured form for the count sheet in the
    Business Form Layout
     prompt.
    Select whether to include company logos and barcodes on the count sheet.
  5. Configure counting options for purchase items.