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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Requisitions for Inventory Replenishment

Steps: Set Up Requisitions for Inventory Replenishment

  • Set up spend categories to stock items.
  • Set up inventory sites and stocking locations.
You can create inventory replenishment requisitions when inventory levels drop below a threshold level.
  1. Define requisition types that are specific to requisitions for inventory replenishment.
  2. Access the
    Maintain Inventory Site
     task.
    Select the
    Procurement Company
     that sources requisition orders from the inventory site.
  3. Complete the
    Replenishment
     tab:
    • Replenishment Option
       on the task to replenish inventory at the site. Workday replenishes your stock with the method you select when you schedule a replenishment.
    • Source Requisition Company
       to create the replenishment requisition.
  4. (Optional) To enable exclusion of purchase items that have catalog entries, select
    Company
    Edit Company Procurement Options
     from the related actions menu of the company.
    Select the
    Exclude Purchase Items that have Catalog/Supplier Item Entries
     check box.
    Security:
    Set Up: Company General
     domain in the Common Financial Management functional area.
  5. Configure requisition sourcing rules for the preferred supplier for purchase items.Create Sourcing Rules for Requisitions
  6. (Optional)Manage Web Items .
    Map supplier items (catalog and web items) to internal purchase items.
  7. Capture conversion factors for the various ordering units of measure on the base unit of measure of the internal purchase item.
Create requisitions for inventory replenishment.