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Administrator Guide
Last Updated: 2023-06-23
Concept: Shipping Inventory

Concept: Shipping Inventory

Workday enables you to automate, manage, and track the shipping process for Inventory. You can ship items that you pick for a stock request. Workday automatically ships a complete picking list when you include a Service step in the
Inventory Pick List Event
business process.
When shipping inventory, you:
  • Must fully ship the picked quantities.
  • Can modify the picking list to resolve any discrepancies.
  • Can partially ship a stock request.
  • Can't reopen a closed shipment.
When the shipping process completes, Workday automatically:
  • Initiates the
    Inventory Shipment Event
    business process.
  • Updates the shipment to
    Closed
    status.
  • Updates the picking list to
    Closed
    status.
  • Updates the stock request to
    Closed
    status if the order is fully shipped. Otherwise it remains in
    In Fulfillment
    status.
  • Marks the order and lines for transfer stock requests as
    In Transit
    until you transfer the shipment to the destination location.
  • Reduces the
    Quantity On Hand
    ,
    Quantity Available
    , and the allocated
    In Picking
    quantity in the stocking location by the quantity shipped.

Tracking Shipments

On the
Create Inventory Shipment
task, you can record
Serial Numbers
issued for items with
Ship Serial Control
or
Full Serial Control
.
You can also record any
Tracking IDs
created outside Workday.

Printing Packing Slips

You can print a Business Intelligence and Reporting Tools (BIRT) version of the packing slip from the
Print Packing Slip
task.

Viewing Shipping Details

You can view shipping information with these reports:
  • Find Inventory Shipments
    report.
  • Find Inventory Transactions
    report.
  • In-Transit Inventory Returns
    report.
  • In-Transit Shipments
    report.
  • Top Ordered Items
    report to view the most frequently ordered items based on the number of shipment transactions.