Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-03-14
Ad-Hoc Put Away Inventory

Ad-Hoc Put Away Inventory

Security:
  • Configure the
    Inventory Put-Away Event
     business process and security policy in the Inventory functional area.
  • Security:
    Process: Inventory
     domain in the Inventory functional area.
You can record unplanned inventory put-aways separately from your order-based put-aways to ensure accurate tracking of item costs and associated worktags. You can ad-hoc put away inventory using:
  • Workday browser application.
  • Workday on Android, iPad, and iPhone.
Workday enables you to:
  • Use security access for ad-hoc put-aways that's different from the order-based put-away access by editing the business process security policy and updating the security groups for the Ad Hoc Inventory Put Away initiating action.
  • Distinguish ad-hoc put-away transactions from order, return, or shipment-based put-away transactions.
  1. (Optional) To set up separate security access, configure security groups for ad-hoc inventory put-aways.
    On the
    Edit Business Process Security Policy
     task, configure security groups for the Ad Hoc Inventory Put Away initiating action on the Inventory Put-Away Event business process type.
  2. Access the
    Ad Hoc Inventory Put Away
     task.
  3. Select an
    Inventory Site
    .
  4. Click
    Add
    .
  5. Complete the item:
    Option Description
    Stocking Unit of Measure
    Select the required unit of measure (UOM) for the item.
    Workday selects the default stocking unit of measure (UOM) configured on an item.
    Quantity
    Using the stocking UOM, enter the quantity you put away.
    Serial Number
    Select a configured serial number for the item, or select
    Create Serial Item
    . When you create a new serial number you can add an expiration date for the number.
    Stocking Location
    Workday automatically populates the location based on put away rules or the default stocking location setup for the item. You can’t select a consigned location for ad-hoc inventory put-aways.
    Workday also excludes stocking locations that are on hold.
    Unit Cost
    Enter the unit cost for the item.
    Workday automatically populates an average unit cost if available.
    Worktags
    Workday only displays this prompt when you configure worktags for the
    Ad Hoc Inventory Put Away
     category on the
    Maintain Worktag Usage
     report.
  6. Click
    Submit
    .
Workday initiates the
Inventory Put-Away Event
 business process that updates the:
  • On-hand quantities in the stocking locations.
  • Average unit cost of the items.
Workday also creates an accounting entry for the put-away transaction that:
  • Debits the account you configured for the
    Spend
     account posting rule.
  • Credits the account you configured for the
    Inventory Adjustment
     account posting rule.
You can view your transactions on these reports:
  • Find Inventory Balance
  • Find Inventory Transactions
Use the
Put Away Transaction Origin
 field to:
  • View the put-away transaction origin on the
    View Inventory Transaction
     page.
  • Create custom reports and condition rules for all put away transactions.