Capture Daily Inventory Snapshots

Administrator Guide

Security: Manage: Fulfillment
domain in the Inventory functional area.

You can capture inventory levels and average item costs on a daily basis. Workday stores 1 snapshot per day and only stores the latest value. Use the snapshot job in combination with the

Inventory Turns

report. In order to run and use the report, you’ll need to create sufficient inventory snapshot data. If you have existing data when you start using the functionality, you can run the

Create Historical Daily Inventory and Average Cost Snapshots

task to populate Workday.

Access the

Capture Daily Inventory and Average Cost Snapshot

task.

As you complete the task, consider:

Option	Description
Spend Category	You can organize and restrict the output of your snapshot to items in a spend category.
Purchase Item Group	You can organize and restrict the output of your snapshot to items in a purchase item group.

Workday creates historical usage data that you can use on the

Inventory Turns

report with a maximum date range of 1 year.

When you want to capture your Monday end of day balance, you schedule Workday to run the task at 11:59:59PM on Monday.

Consider scheduling this task to occur prior to 10:30 PM PST to avoid a missed snapshot due to Workday's maintenance windows. If you're currently running this job during the maintenance window, you must run the historical snapshot task for the missing dates to have the complete snapshot.

View your previous and current snapshot on the

Inventory Daily Usage Snapshot

report.