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Administrator Guide
Last Updated: 2024-03-08
Update Par Inventory with Worksheets

Update Par Inventory with Worksheets

Configure the
Inventory Par Location Change
 business process and security policy in the Inventory functional area.
Security:
Manage: Par Inventory
 in the Inventory functional area.
Security: These domains in the System functional area:
  • Worksheets
  • Drive
You can download the results on the Calculate Par Recommended Reorder Point job into worksheets. We provide you more options to download recommended par levels, evaluate and adjust the recommended levels, and perform reviews of the final recommendations prior to updating your par locations and items.
  1. Access the
    Calculate Par Recommended Reorder Point
     task.
  2. Select the
    Auto Generate Worksheet
     option.
  3. On the ensuing
    View Background Process
     page, select
    Open Workbook
    .
  4. Workday populates recommended values for these columns, but you can also edit them manually:
    Option Description
    Par Level
    Insert a value to update the stock level for the par items.
    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.
  5. Click the
    Validate All
     option to validate your worksheet rows.
  6. Click
    Submit
    .
  7. Select
    Inventory Par Location > Submit
     from the Actions menu on the worksheet.
Workday submits the updated par levels and reorder points for review.
Par inventory controller users can approve the new par levels and reorder points using the
Review Inventory Par Location Change Event
 task through their My Tasks.