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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Inventory for Recalls

Steps: Set Up Inventory for Recalls

  • Set up purchase items.
  • Set up manufacturers.
  • Add manufacturer part numbers on purchase items.
We enable you to manage and track item recalls in Workday. You can coordinate responses to recalled items and easily locate the sites, stocking locations, par locations, purchase orders, and issue transactions where the impacted item is present.
  1. Edit Domain Security Policies.
    Set up these security domains in the Inventory and Procurement functional areas:
    • Reports: Recall
      .
    • Setup: Recall
      .
  2. Access the
    Edit Tenant Setup - Financials
     task
    In the
    Business Document Sequence IDs
     section, select the ID definition on
    ID Generator for Recalls
     prompt.
    Select the ID definition on
    ID Generator for Recall Reactions
     prompt.
    Select the ID definition on
    ID Generator for Recall Response
     prompt.
    Security:
    Set Up: Tenant Setup - Financials
     in the System functional area.
  3. Access the
    Edit Company ID Definitions
     task.
    On the
    Company-Specific Settings
     tab, configure the
    ID Generator for Recall Response
     prompt.
    Security:
    Set Up: Company General
     domain in the Common Financial Management functional area.
  4. Access the
    Maintain Recall Categories
     task.
    Set up the different types of recall scenarios for your business, such as materials recalls or clinical laboratory recalls.
  5. Access the
    Maintain Recall Severity
     task.
    Add the various levels of severity for the recall, and how they applies to your specific business.
    You can only set 1 recall severity as high priority.
  6. Access the
    Maintain Recall Sources
     task.
    Add sources where your item recalls could originate from. Example: the FDA or other governing agencies.