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Administrator Guide
Last Updated: 2024-11-01
Create Inventory Count Sheets

Create Inventory Count Sheets

Security:
Process: Inventory Count
 domain in the Inventory functional area.
You can use Workday to schedule the automatic generation of lists for inventory item balances that need physical confirmation during the next count.
  1. Access the
    Create Inventory Count Sheets
     task.
  2. As you complete the task, consider:
    Option Description
    Counting Method
    • ABC
      : Classifies items based on count frequency. You can use the count frequency and last count date to determine the items to count.
    • All Eligible
      : Uses the criteria that you specify to determine items eligible for count.
    • Random
      : Workday counts items that you select at random at the location, based on the number of
      Total Counts In Event
      .
    Adjustment Reason
    Used for adjustment reporting. Determines the adjustment account posted when updating inventory balances.
    Include All Eligible Counts
    Select to include all items in all locations that meet the criteria you specify.
    Total Counts InEvent
    Clear the
    Include All Eligible Counts
     check box to limit the total number of items to count in the event.
    Example: Count only 100 items today.
    Counts Per Sheet
    Enter the number of counts in a sheet.
    Example: There are 100 items for 5 counters. Enter 20 counts per sheet, which generates 5 individual count sheets.
    Stocking Location
    • Cycle Count
      : View all of your stocking locations in no predefined order.
    • Inventory Locations by Location Chain
      : View your stocking locations in hierarchical order.
    Exclude Subordinates
    Select to exclude any subordinate items from count sheets for the inventory site.
    Exclude Stocking Locations
    Select any stocking locations you want to exclude on count sheets for the inventory site.
    Last Count Day Greater Than
    To avoid counting item locations twice in a specific time period, enter the number of days since the last count.
    Inventory Accounting Date
    Use to change the accounting date for your cycle count adjustments. This field displays when you select the
    Allow Override of Inventory Accounting Date
     check box in your inventory accounting options.
    Days to Ignore Zero Balance Items
    Enter the amount of time, in days, that Workday uses to ignore any items with a zero balance, and no transaction activity during cycle counts.
    Include Items with Inventory Site Options Only
    Select to limit purchase items to those that have inventory site options set up for them on the specified inventory site. This option enables you to only view purchase items that you have set up instead of all the purchase items that have been stored at an inventory site location.
You can use the sheets you create to count inventory.
Assign and print multiple count sheets using the
Mass Assign and Print Count Sheets
 task.
Access the
View Inventory Count Sheet
 report to view the status of your inventory counts and any net positive or negative variances for your item account costs.