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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Lot and Serial Control

Steps: Set Up Lot and Serial Control

You can group and sort inventory items with lots based on expiration date, to ensure you pick your products based on what expires first. For example, products with biological agents that expire, such as medication. You can use lot and serial numbers for traceability, and item recall tracking for defective items.
  1. Access the
    Create Manufacturer
     task.
    Set up valid manufacturers.
    Security: Set Up: Purchase Item
     domain in the Procurement functional area.
  2. Access the
    Maintain Item Identifier Types
     task.
    Add a manufacturer to the Item Identifier Type grid with these values as a
    Universal Item Identifier
    :
    • Manufacturer
    • (Optional)
      Manufacturer Part ID
      : Add this identifier type for more granular tracking based on your manufacturers, which can assist in recall related needs.
    • (Optional)
      Manufacturer Name
      : Add this identifier type to account for manufacturers that aren’t configured in Workday.
    Select the
    Allow Multiples
     check box when you’ve more than 1 manufacturer supplying the items.
    Security:
    Set Up: Procurement
     in the Procurement functional area.
  3. Access the
    Maintain Inventory Site
     task.
    Set up your lot behavior options on the
    Lot Expiration
     tab.
    Security:
    Set Up: Inventory
     domain in the Inventory functional area.
  4. Access the
    Edit Purchase Item
     task.
    Set up the lot and serial control options on the
    Item Overview
     tab.
    On the
    Alternate Item Identifiers
     tab, add multiple manufacturers and predefined manufacturer values, such as the relevant part numbers.
    You can't select lot or serial control for any item associated with an
    Asset Tracking
     spend category.
    Workday doesn't support duplicate serial numbers on multiple items.
    Security:
    Set Up: Purchase Item
     in the Procurement functional area.
  5. Access the
    Create Item Lot
     task.
    Create lots in advance of receipt or put away transactions.
    Security:
    Set Up: Inventory
     domain in the Inventory functional area.
  6. See Edit Business Processes.
    Access the
    Edit Business Process Definition
     task.
    On the
    Receipt
     business process definition, add the
    Assigned Lots
     action step after receipt completion.
  • Inventory labels and packing slips display lot and serial numbers.
  • Lot quantities display on the
    Inventory Balances
     report.
  • Lot quantities and serial numbers display on the
    Inventory Transactions
     report.