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Administrator Guide
Last Updated: 2023-06-23
Count Par Inventory

Count Par Inventory

  • Set up par locations with items.
  • Configure the
    Inventory Par Count Event
     business process and security policy in the Inventory functional area.
  • Set up the
    Process: Par Inventory
     domain.
You can count items or specify quantity to order in the par location. You can also denote out of stock items. Workday provides 2 ways to assess your par inventory:
  • Create Ad Hoc Par Count
     task: enables you to create a blank count sheet and configure the item list as you complete the task.
  • Create Inventory Par Count
     task: enables you to count all items configured on the par location.
  1. Access one of these tasks:
    • Create Ad Hoc Par Count
    • Create Inventory Par Count
  2. If you use the
    Create Ad Hoc Par Count
     task, you must select values for the
    Item
     and
    Unit of Measure
     fields.
  3. As you complete this task, consider:
    Option Description
    Bin
    Required for Kanban par counts, indicates the bins marked for refill.
    Unit of Measure
    Select the configured unit of measure to order or count.
    Par Level
    Indicates the quantity of an item to keep in stock in this par location.
    Count Quantity
    If you set up the par location to count items, enter the current quantity on hand for the item.
    Order Quantity
    If you set up the par location to order items, enter the quantity to order.
    Packaging String
    View the different units of measure and their conversion factors for this item.
    On-Order Quantity
    View the current on-order quantity for this item. Workday only displays this field when you select an option from the
    Include On-Order
     prompt on a par location. Workday displays the quantity in the par count unit of measure (UOM), or in the base UOM when Workday can't reconcile to the par count UOM.
    Workday doesn't consider the quantity as on-order when:
    • There’s no conversion factor or base UOM between the par count UOM and ordering UOM.
    • A requisition or stock request needs review.
    Manual Order Quantity
    View the aggregated total of all manual par replenishment requests for the item, regardless of origin (requisition, PO, stock request). Workday only displays this field when you select an option from the
    Include On-Order
     prompt on a par location.
    Workday only displays the
    Manual Order Quantity
     when you set the stock request or requisition type to
    Par Replenishment
     and the
    Deliver-To
     field to the par location.
  • When you complete the task, Workday initiates the
    Inventory Par Count Event
     business process and creates a stock request or requisition to:
    • Bring the counted quantity on hand up to the par level.
    • Satisfy the entered order quantity.
  • If you need to create a requisition for items, Workday runs a background job to determine the preferred supplier, contract, and the ordering unit of measure (UOM). Workday swaps the purchase item scheduled for replenishment with a supplier item in this order of preference:
    • Linked supplier catalog item for the primary supplier (sourcing priority 1).
    • Linked supplier catalog item if there's only 1 associated to the purchase item.
    • Catalog item for the preferred supplier and contract determined using the requisition sourcing rules.
    If there was no supplier item and contract identified, Workday creates the requisition for the purchase item in
    Draft
     status and marks
    Needs Review
     to
    Yes
     in the Requisition API.
Fulfill stock requests and source requisitions automatically created from the par count.
You can view par information with these reports:
  • Find Par Count
  • Par Stock Request Status
    .
  • Par Requisition Status
    .
  • Print Par Count Sheet
    .