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Administrator Guide
Last Updated: 2024-08-23
Maintain Par Locations

Maintain Par Locations

  • Create par locations.
  • Security:
    Manage: Par Inventory
    domain in the Inventory functional area.
You can maintain and record par levels for each par location. Par locations are the lowest location in the inventory chain. You can't create subordinate locations for par locations. You can set defaults for how to handle items in the par location.
  1. Access the
    Maintain Par Location
    task.
  2. As you complete the task, consider:
    Option Description
    Par Count Option
    Select:
    • Count Quantity
      to have inventory specialists manually count items at the location. When the quantity falls below the par level, Workday replenishes the item to meet it.
    • Order Quantity
      to have inventory specialists manually enter the quantity for Workday to replenish.
    Default
    Select the settings Workday uses to replenish par items at this location:
    • Source Inventory Site
      : When sourcing from inventory, select the inventory site that will fulfill the stock request.
    • Source Requisition Company
      : When sourcing from procurement, select the company that will replenish the goods.
    • Stock Request Type
      : When sourcing through a stock request, select the stock request type for the order.
    • Requisition Type
      : When sourcing through a requisition, select the requisition type for the order.
    • Requisition Type (JIT)
      : Select when there are items on the par location marked for Just-in-Time.
    • Requisition Type (Consigned)
      : Sets the requisition type for consigned goods stored in the location.
    • Include On-Order
      : Workday checks the on-order quantity against requisitions and stock requests when calculating par replenishment requests based on the status you select.
    • Rounding Option
      : Rounding determines how Workday converts decimals to whole numbers:
      • Round up
        : Round away from zero.
      • Round down
        : Round toward zero.
      • Round
        : Round to the nearest value, rounding up from 0.5.
      • Round half down
        : Round to the nearest value, rounding down from 0.5.
      When you leave this field blank, rounding reverts to the company default.
    • Enforce Reorder Point
      : Select to require the
      Reorder Point
      column in the item lines for this par location. The field determines when to replenish the par line. Use this option to help your workers decrease unnecessary reordering of items. Example: if the maximum par level for an item is 10, and a worker counts 8, then Workday only orders 2 items.
  3. As you add or modify
    Items
    in the grid, consider:
    Option Description
    Kanban
    (Optional) Select to assign more than 1 bin to the line. When you set a par line as kanban, Workday applies the quantity in the
    Par Level
    field to each bin on the line.
    Bin
    (Optional) Define bins at your par location to store items.
    Just in Time
    Displays only for items configured with just-in-time (JIT) units of measure.
    Consigned
    Indicates that the item is on consignment.
    Source Requisition Company
    When the item isn't linked to a source requisition company, Workday sends replenishment requests to the default source requisition company for the par location.
    Source Inventory Site
    When the item isn't linked to an inventory site, Workday uses the default source inventory site for the par location on replenishment requests.
    Reorder Point
    For
    Count Quantity
    : Set a minimum reorder point for the item, so par replenishment initiates when counts fall below that point.
    For
    Order Quantity
    : Set a suggested reorder point that you can't change. However, you can order a different quantity than the number in this field.
    Average Daily Usage
    Automatically populates when you run a
    Calculate Par Average Daily Usage
    job for the par location. You can override any Workday derived ADU values.
    Lead Time
    Defines the necessary lead time for the item. Workday considerations the lead time as the:
    • Time of your selected start event through the time of your selected end event, for goods sourced from inventory.
    • Supplier lead time, for goods sourced by requisition.
    Target Days on Hands
    Sets the number of days a bin needs to stay at par level.
    Critical
    Select when you need the item to maintain a specific level of on-hand inventory, regardless of its usage. Workday doesn't update critical items during the Calculate Par Recommended Reorder Point job.
    Patient Chargeable
    Use this prompt to enable or override patient chargeability on the item line.
    Select the
    Enable Healthcare Options
    check box on the
    Edit Tenant Setup – Financials
    task to display the prompt.
    Required
    Select to require a count for the item in the par location. Select this check box for items that you always stock at this location. You count each par item or line that's marked as
    Required
    before you can submit a par count for any of them. When you don't select this check box, you can replenish the item without submitting a par count through a par replenishment requisition or stock request.
    Worktags
    Use worktags as keywords to more easily classify and find transactions. Configure the allowed worktag types on the
    Maintain Worktag Usage
    task. When you select a worktag type that has related worktags, Workday automatically populates transactions with the related worktag values.
    When you configure primary worktags on the par location lines, Workday displays them on line items as their own column. You can use the columns to override par location level worktag configurations.
    Splits
    Click to split lines by
    Amount
    . You can then specify the percentage amounts for the split, enter a memo, and select specific worktags for each line split. Use these fields to share par location spending between different cost centers.
Count items in the par location.