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Administrator Guide
Last Updated: 2023-06-23
Mass Maintain Par Items

Mass Maintain Par Items

  • Create par locations and par items.
  • Security:
    Manage: Par Inventory
     domain in the Inventory functional area.
You can substitute, change, or delete multiple par items at once, saving time and effort when updating par inventory quantities.
Examples:
  • Your supplier no longer stocks the shoe covers you usually order, so you substitute them with a different type.
  • You want to change the unit of measure for exam gloves from
    Pack
     to
    Box
     across all par locations.
  • Your inventory site no longer uses jumbo test tubes, so you delete them across all par locations.
  1. Access the
    Mass Maintain Par Items
     task.
  2. As you select criteria to filter your item search, consider:
    Option Description
    Par Company
    Select the company that owns the goods in the par location.
    Source Inventory Site
    If you're sourcing items from inventory, select an inventory site to fulfill the stock request.
    Item Tags
    Select tags that represent attributes of the item, such as
    Hazardous
     or
    Toxin
    .
  3. Click
    Substitute and Maintain
     to substitute or change 1 or more par location lines.
  4. As you complete the header, consider:
    Option Description
    Item
    Select when you want to substitute an item on a par location line.
    Kanban
    When you select
    Yes
    , you can add 1 or more bins to a par location line.
    When you select
    No
    , you can add only 1 bin to a par location line.
    Consigned
    Indicates that the item is on consignment.
    Average Daily Usage
    Automatically populates when you run a
    Calculate Par Average Daily Usage
     job for the par location. You can also update this field manually.
    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's 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.
    Par Level
    Enter the item quantity you want to maintain in a par location.
    Par Level %
    Enter a percentage increase or decrease to apply to par location lines.
    Example: You want to increase your par level by 20% to meet seasonal demand.
    Patient Chargeable
    Use this prompt to enable or override patient chargeability on the item line. When you select the
    None
     option, Workday clears the
    Patient Chargeable
     field for the selected par location lines.
    Select the
    Enable Healthcare Options
     check box on the
    Edit Tenant Setup – Financials
     task to display the prompt.
    Just In Time
    Select when you want to use just-in-time (JIT) units of measure.
    Source Requisition Company
    When you source from procurement, select the company that replenishes the item.
    For items not using a configured company, Workday uses the source requisition company from the par location level when generating replenishment requests.
    Source Inventory Site
    When you source from inventory, select the inventory site that fulfills the stock request for this item.
    For items that don't have an inventory site configured, Workday uses the source inventory site from the par location level.
    Reorder Point
    Count Quantity
    : Sets a minimum reorder point for the item, so par replenishment initiates when counts fall below that point.
    Order Quantity
    : Sets a suggested reorder point. In this case, you can't change the reorder point, but you can specify an order quantity that is different than the reorder point.
    Required
    Select
    Yes
     to require a count for the item in the par location.
Count items in the par location.