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Administrator Guide
Last Updated: 2024-02-09
Create Stock Requests

Create Stock Requests

  • Set the fulfillment lead time for the inventory site or specific items.
  • Set up in-transit goods ownership options by selecting
    Company
    Edit Inventory Accounting Options
     from the related actions menu of the company.
  • Configure the
    Inventory Stock Request Event
     business process and security policy.
A stock request is an inventory document to request for goods. You can manually create an inventory stock request to issue items to a worker, issue items to a par location, or transfer items to another inventory site. Alternatively, you can create stock requests through inventory replenishment and requisition sourcing in Workday Procurement or a third-party integration.
  1. Access the
    Create Inventory Stock Request
     task.
  2. Select the
    Inventory Site
     fulfilling the order.
  3. (Optional) Select a
    Stock Request Type
     to categorize your stock request.
    To replenish a par location, you must select a stock request type for
    par replenishment
     and select a par location.
  4. For the
    Order Type
    , select:
    • Issue Request
       to issue directly to a worker or par location.
    • Transfer Request
       to transfer goods between 2 inventory sites.
  5. As you complete the
    Summary
     and
    Shipping and Contract Information
     and sections, consider:
    Option Description
    Transfer to Site
    For transfer requests, select the destination inventory site for the transfer of goods.
    Line Amount Total
    Total estimated unit price of the items. Workday calculates unit price for the lines as average cost plus markup.
    Freight Amount
    Other Charges
    Cost of shipping the items. Memo only for approvals.
    Ship-To Address
    Verify or override the address of the requester or destination inventory site.
  6. As you complete the
    Items
     tab, consider:
    Option Description
    Unit Price
    Workday uses the average cost of the item order date for the unit price, including any markup to the item.
    • The unit price is an estimated price for approvals.
    • Workday calculates the final cost of the item as the average cost at the time of shipping, including any markups.
    Mark up items using the
    Maintain Inventory Markups
     task.
    Target Fulfillment Date
    Workday automatically populates based on the order date and the fulfillment lead time for the item or inventory site. Workday sets the target fulfillment date of the overall stock request to the item fulfillment date that's farthest in the future.
    Packaging String
    View the different units of measure and their conversion factors for this item.
    Worktags
    Use worktags as keywords to more easily classify and find transactions. Configure the allowed worktag types on the
    Maintain Worktag Usage
     task. When you select a worktag type that has related worktags, Workday automatically populates transactions with the related worktag values.
    Splits
    Click to split lines by
    Amount
    . You can then specify the percentage amounts for the split, enter a memo, and select specific worktags for each line split. Use these fields to share par location spending between different cost centers.
Workday initiates the
Inventory Stock Request Event
 business process for review and approval. If you enable
Create Picking List Upon Stock Request Approval
 for your inventory site, Workday creates a pick list when you approve the stock request.
  • Create a picking list for this stock request.
  • You can view these reports:
    • Find Stock Request Transaction
       report to view all stock requests.
    • Unfulfilled Stock Request Line
       report.
    • Late Stock Requests
       report to view stock requests that are beyond the target fulfillment date.