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Administrator Guide
Last Updated: 2024-02-09
Define Put-Away Rules

Define Put-Away Rules

  • Create inventory sites and stocking locations.
  • Enable spend categories to stock items.
  • Configure the
    Receipt
     business process to put away inventory items automatically upon approval of receipts.
Security:
  • Set up: Inventory
     domain in the Inventory functional area.
  • Reports: Inventory Account
     domain in the Inventory functional area.
You can define rules to populate stocking locations automatically during put-away. Workday evaluates and applies the most specific put-away rule you define. By default Workday uses the default stocking location configured for the item when you don't apply a put-away rule. You can use put-away rules to enable less manual selection or more granular control over items in between shipment and put-away. Example:
  • You have a staging stocking location where you need to break down inventory into other units of measure, and put product away based on unit of measure.
  • You stock high dollar items with specific attributes that must be put-away together.
  1. Access the
    Maintain Inventory Put-Away Rules
     task.
  2. Enter any search criteria to filter your existing put-away rules.
  3. As you complete this task, consider:
    Option Description
    Item
    Select items you commonly put-away at this stocking location or inventory site.
    Automatic Put-Away
    Select to put away items upon receipt approval automatically.
    When you don't select this option, access the
    Put Away Inventory
     task to enter items into stock manually.
    Resulting Stocking Location Owned
    Select the owned put-away location for the owned item.
    Resulting Stocking Location Consigned
    Select the consigned put-away location for the consigned item.
  4. (Optional) Click
    Test Inventory Put-Away Rules
    .
Workday automatically uses the locations you configured for put-away transactions.
Access the
Accrual Balance for Inventory Receipts
 report to identify any purchase order lines and their associated put-aways.