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

Concept: Inventory Fulfillment

The fulfillment process in Workday enables workers to create picking lists to fulfill a stock request. Workday supports these types of stock requests:
  • Issues: To users or par locations.
  • Transfers: Between 2 inventory sites.
Workers can create stock requests:
  • Ad hoc at a site.
  • By replenishment.
  • Through requisition sourcing.
  • Through integrations, using Workday Web Services.
Workers can create a picking list for a stock request and can enable zone picking to create multiple picking lists for a stock request. Once workers pick goods, they can recognize their removal from the inventory site by:
  • Creating individual shipments.
  • Merging multiple-zone picking lists from the same stock request for shipment.
When workers transfer goods to another site, they can record a put-away once the goods arrive at the destination site.

Reservations

When there's a sufficient quantity of stock on hand to fulfill a request, workers can reserve required quantities. When they make these reservations, Workday reserves on-hand quantities for the selected stock request lines. Workers can also schedule reservations to run at recurring intervals on the
Reserve Inventory
 task. With reservations on an item:
  • The reserved quantities for the stock request aren't available to pick for other stock requests.
  • The reserved quantities are at the site level and use the base unit of measure.
  • We reserve order lines in this sequence:
    1. High-priority order lines.
    2. Line fulfillment date.
    3. Stock request.
When a worker picks a substitute item in place of a reserved item, the substitute fulfills the reservation of the primary item.

Fill or Kill Processing

You can set up Workday to fill or kill shorted stock requests and notify requesters at these levels:
  • Inventory site.
  • Stock request type.
Workers can analyze, create, and manage backordered quantities and set new fulfillment dates for unfulfilled requests. They can also prioritize backorders over other stock requests when supply becomes available, increasing visibility of inventory stock shortages.
The
Inventory Stock Request Work Area
 task enables workers to manage multiple stock request lines at the same time. Workday displays where the stock requests are in the fulfillment cycle, enabling sites to make informed decisions about the affected requests. On the task, workers can:
  • Change the fulfillment date and quantity.
  • Cancel stock request lines.
  • Hold stock requests from fulfillment.
  • Create backorders for multiple stock requests.