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Administrator Guide
Last Updated: 2025-09-19
Set Up Inventory Sites

Set Up Inventory Sites

  • Create locations for inventory.
  • Security:
    Set Up: Inventory
     domain in the Inventory functional area.
Setting up inventory sites enables you to manage a group of stocking locations under the same policies, as a single unit. You can have multiple inventory sites, each with multiple stocking locations. An inventory site can also act as a stocking location. You can modify certain location details if there aren't any transactions (in any status) associated with the inventory site. You can set up different preferences that can vary from 1 inventory site to another. Inventory sites drive processes such as replenishment, fulfillment, and counting specifically at the individual site level.
  1. Access the
    Maintain Inventory Site
     task.
  2. As you complete the
    Location
     tab, consider:
    Option Description
    Fulfillment Procurement Company
    You can select a company different from your inventory company when you enable multicompany for requisitions in your tenant.
    Replenishment Procurement Company
    You can select a company different from your inventory company when you enable multicompany for requisitions in your tenant.
    Restrict Deletion of Item Site Options
    Select to restrict deletion of a purchase item's inventory site attributes when there is inventory on the purchase item's inventory site.
  3. As you complete the
    Counting
     tab, consider:
    Option Description
    Adjustment Reason
    Select the adjustment reason you want to populate automatically on new count sheets for this site.
    Include in Count
    Select the check box to include the site when you create inventory count sheets.
    Blind Counting
    Select to count items in this site without visibility to the quantity on hand.
    Compare Base UOM Quantity Only
    When selected, Workday doesn't create adjustments for ad hoc counts when the count’s total on-hand quantity in the base unit of measure (UOM) didn't change. Workday prevents incorrect adjustments to on-hand inventory by not counting all UOM present in the stocking location.
    Only Edit Counts in Draft Status
    Select to restrict edits of inventory counts to only count sheets that are in
    Draft
     status.
    Enable Delta Count
    Select to process inventory counts on this site even while other transactions are taking place for the site. For count sheets using delta count processing, Workday calculates the
    Count Variance
     as the
    Quantity Counted
     minus the
    Quantity on Hand
     at the time of count and
    Quantity in Picking
     at time of count. Workday uses the calculation to determine if you need to make an inventory adjustment at that site.
    The
    Quantity in Picking
     is the quantity of items that have been picked and is assumed to no longer be in the stocking location.
  4. As you complete the
    Replenishment
     tab, consider:
    Option Description
    Replenishment Option
    Replenishment occurs when you run the
    Replenish Inventory
     task or when stock levels fall below configured replenishment thresholds.
    Select a default method for Workday to use to replenish stock at this site:
    • Create Requisition
      : Automatically creates a requisition to replenish the inventory site. To replenish items automatically, you must configure the
      Inventory Site Options
       tab of each purchase item.
    • Create Stock Request
      : Automatically creates a stock request to transfer inventory from another site.
    • No Replenishment
      : Workday counts the items on this site without replenishing them.
    • Notification Only
      : Workday sends a My Tasks notification to users you designate on the
      Replenish Inventory
       task, when stock falls below the replenishment threshold.
    Include On-Order
    Workday includes
    Approved
    ,
    In Progress
    , or
    Draft
     replenishment orders in inventory level calculations, to avoid over ordering.
    Include Open Demand
    Workday includes
    Approved
    ,
    In Progress
    , or
    Draft
    orders in replenishment evaluations, to avoid under-ordering.
    Rounding Option
    Select the rounding policy Workday should use to replenish stock. Rounding determines how Workday converts decimals to whole numbers:
    • Round down
      : Round toward zero.
    • Round half down
      : Round to the nearest value, rounding down from 0.5.
    • Round half up
      : Round to the nearest value, rounding up from 0.5.
    • Round up
      : Round away from zero.
    This only applies to replenishment requisitions. When you replenish a location, that requisition becomes a purchase order or a stock request. Rounding occurs at the creation of the requisition.
    When you don't select a value, Workday uses the default rounding policy for the company.
    Consignment Orders Created By
    Select
    Usage
     to store consigned goods at this site.
    If you select
    None
    , then Workday sets the
    Goods Ownership
     field on the
    Maintain Stocking Locations
     task to
    Owned
    .
    Include On-Order Consigned
    Workday includes the
    Approved
    , I
    n Progress
    , or
    Draft
    statuses of consigned no-charge requisition and purchase order quantities into your consignment replenishment calculations.
  5. As you complete the
    Fulfillment
     tab, consider:
    Option Description
    Fulfillment Lead Time
    Specify the number of days it generally takes to fulfill a request at the inventory site. You can override this value using inventory site options on purchase items.
    Hold From Fulfillment when Creating Backorders
    Workday automatically restricts fulfillment of backorder lines. Workday won’t create picking lists for backordered lines when you select the check box.
    Display Requested Delivery Date
    Select to display the requested delivery date for your items on stock request lines.
    Set Requested Delivery Date as Target Fulfillment Date
    Select to set the
    Target Fulfillment Date
     on stock request lines to the same date as the
    Requested Delivery Date
     on your requisitions lines.
    Limit Item Selection for Stock Requests
    When you select the check box, the item prompts on these transactions only enable you to select items that are tied to the location you select:
    • Ad hoc par counts.
    • Inventory par counts.
    • Inventory stock requests (includes the
      Inventory Stock Request Work Area
      ).
    • Requisitions.
    Reserve Inventory
    Select this check box to reserve available inventory stock for stock requests that you create for this site.
    Reserve Stock Requests Upon Approval
    Select this check box to automatically reserve available inventory stock for approved stock requests that you create for this site.
    Fill or Kill Option for (Par) / (Non-Par)
    Select the option that Workday should apply to par and non-par stock request lines that ship short:
    • Backorder Unfulfilled Quantity
      : Workday automatically creates backorders.
    • Fill Unfulfilled Quantity
      : Workday leaves the unfulfilled line quantity open for you to create future shipments.
    • Kill Unfulfilled Quantity
      : Workday automatically closes the line.
    Apply Kill or Backorder Action to Entire Stock Request (Non-Par)/(Par)
    Enable this option to apply the fill, kill, or backorder option to any stock request line that doesn't receive an allocation. When you don't enable this option, any unallocated line remains open.
  6. As you complete the
    Picking
     tab, consider:
    Option Description
    Assigned to Alert Behavior
    By default, Workday doesn't stop workers from assigning themselves to other workers' picking lists. If you'd prefer Workday to intervene, select:
    • Allow Processing of Picking List / Display Warning
       to alert the worker to the existing ownership before they finalize the self-assignment.
    • Prevent Processing of Picking List / Display Error
       to prevent the self-assignment.
    Create Picking List Upon Stock Request Approval
    When you select this check box, workers no longer need to create picking lists manually on the
    Create Inventory Picking Lists
     task.
    Use Directed Picking
    Select this check box to guide workers to the most suitable locations, sites, and item quantities for their picking lists.
    Workers can also perform directed picking using the Workday mobile application on:
    • Android.
    • iPad.
    • iPhone.
    When you select the
    Use Directed Picking
     check box, Workday displays the
    Use Zone Picking
     check box that you can select to enable zone picking at the inventory site.
    When you select the
    Use Zone Picking
     check box, select 1 of these shipment options on the
    Ship As
     prompt:
    • Individual Picking List
      : Enables the shipment of a zone picking list, separately to the other zone picking lists on the stock request.
    • Merged Picking Lists
      : Merges multiple zone picking lists from the same stock request for shipment.
    Pick Quantity Order
    Determine how Workday directs workers to locations. Select:
    • Minimize Stops
       to prioritize locations that require the fewest stops.
    • Use Smallest First
       to prioritize locations with the fewest items in stock.
    Example: Your picking list has a line for 10 bath towels. The site has 3 places to pick bath towels, with quantities of 3, 5, and 6, respectively. If you enable
    Minimize Stops
    , Workday directs you to pick from the second and third sites. With
    Use Smallest First
    , Workday directs you to empty the first 2 locations and then pick the last 2 towels from the third location.
    Use Substitutes First
    When you select this check box, Workday instructs workers to prioritize substitutes over the requested item.
    Apply Fulfillment Shortage Options
    When you select this check box, and you allocate stock requests created for this site, Workday automatically kills, backorders, or leaves stock requests open, based on the fulfillment options you configure on the Fulfillment tab.
    Enable Wave Picking
    Select to enable wave picking for the site. See Set Up Wave Picking at Inventory Sites.
    Print Picking List in Location Sort Order
    Select to sort locations on printed and mobile pick lists based on the sort order you define for the stocking locations.
    Allow Quick Pick at Line Level
    Select to automatically populate the
    Picked Quantity
     field on picking lists with the
    Quantity to Pick
     value. This helps you more efficiently complete the
    Pick Inventory
     task.
    Require Item Confirmation on Mobile
    Select to require workers fulfilling picking lists to scan each line item with their mobile device.
    Require Location Confirmation on Mobile
    Select to require that workers scan each location when fulfilling picking lists on mobile devices.
    Fully Pick
    When you select this check box, Workday marks all picking lists as fully picked on the
    Pick Inventory
     and
    Mass Action on Picking List
     tasks.
    Automatic Unit of Measure Conversion
    Use this prompt to specify how Workday converts stocked quantities into different UOMs. This enables you to fulfill stock requests that contain a UOM that doesn't match the stocked UOM.
    • Break Down Only: Workday only uses bigger UOMs to pick and fulfill.
    • Break Down then Build Up: Workday uses any other unit of measure (UOM) to pick and fulfill, prioritizing bigger UOMs before smaller ones.
    • Build Up Only: Workday only uses smaller UOMs to pick and fulfill.
    This option isn't supported on quick issue transactions.
  7. As you complete the
    Lot Expiration
     tab, consider:
    Option Description
    Behavior for Expired Lots
    Specifies how the site processes items with expired lots:
    • Allow processing, but have Workday display a warning message.
    • Prevent processing and display an error.
    Behavior for Lots within Alert Period
    Specifies how the site processes items lots in an alert period:
    • Allow processing, but have Workday display a warning message.
    • Prevent processing and display an error.
Define stocking locations within an inventory site on the
Maintain Stocking Locations
 task.