End User Training Workday Inventory (FAC/DPW/ADM)

End User Training Workday Inventory (FAC/DPW/ADM)

End User Training Workday Inventory (FAC/DPW/ADM) Welcome and Introductions Housekeeping Course Length Breaks Safety

Classroom etiquette: Turn cell phones off or to vibrate Refrain from e-mail and web surfing Agenda Course Overview This course covers how to process inventory stock

requests, shipments, and inventory replenishment requests in Workday. Prerequisites: Workday Navigation and FDM Overview Attendees:

Warehouse functions Objectives: Find Inventory Stock Request Create Picking Lists Create Shipments Create Counts

Inventory Replenishment Request Course Components Getting Started Navigation Home

Search Notifications Inbox View Profile/Sign Out Online Help Expand the

Need Help Icon Lesson 1 Create a Requisition Lesson 1 Learning Objectives At the end of this lesson, you will be able to: Describe the Requisition Business Process

Create a Requisition and submit for approval Edit Requisitions Create a Requisition 1. 2. 3.

4. 5. Navigate to the Create Requisition page Identify the Internal Inventory Items Add to Cart Check Out Submit Requisition

Approval Process * Not all requisitions are associated with a Project or a Grant **If Cost Center reviewer is same as Cost center manager only one approval Approval Actions

Approve Notification sent to the Initiator after fully approved Visible in Notifications Send Back Correction or change needs to occur Resubmit for approval

Deny System will require Approver to enter a reason Notification sent to the Initiator with denial reason Instructor Demonstration Watch as your instructor demonstrates how to Create a Requisition in Workday for:

Inventory Items Training Exercise Create a Requisition for Inventory Items Log in to the Workday training tenant using the credentials proved by the instructor Refer to your Exercise handout

for detailed instructions: Create a Requisition Inventory Items Ask for assistance Lesson 1 Learning Objectives Now that you have completed this lesson, you will be able to:

Describe the Requisition Business Process Create a Requisition and submit for approval Edit Requisitions Lesson 2 Inventory Fulfillment Process

Lesson 2 Learning Objectives At the end of this lesson, you will be able to: Describe the Inventory fulfillment process Create a Inventory Picking List Pick Inventory Create Inventory Shipment Confirm Delivery

Inventory Fulfillment Process Inventory Picking List 1. Search for Inventory stock request (can also be located from the inbox actions list) 2. Click on Related Actions icon next to STK# 3. In the Inventory Stock Request menu select

Create Inventory Picking List 4. Click Submit (PIC# listed in the first column) Pick Inventory Items 1. Click on Related Actions icon next to PIC#

2. Select Pick Inventory from the Picking List menu 3. Enter the quantity physically picked 4. Click Submit 5. Click Done

Create Shipment 1. From your Inbox select the Action item 2. Click on Related Actions icon next to STK# 3. From the Inventory Stock Request Actions menu select Create Inventory Shipment 4. Click Submit

Confirm Delivery 1. 2. 3. 4. 5.

From your Inbox select the Action item Select Confirm Delivery Click OK Click Submit Click Done Instructor Demonstration Watch as your instructor

demonstrates how to Fulfill a Request for an Inventory Item. Training Exercise Fulfill an Inventory Item Request Log in to the Workday training tenant using the credentials proved by the instructor

Refer to your Exercise handout for detailed instructions: Fulfill an Inventory Item Request Ask for assistance Lesson 2 Learning Objectives Now that you have completed this lesson,

you will be able to: Describe the Inventory fulfillment process Create a Inventory Picking List Pick Inventory Create Inventory Shipment Confirm Delivery Lesson 3 Quick Issues

Lesson 3 Learning Objectives At the end of this lesson, you will be able to: Create a Quick Issue Inventory Quick Issue Event A quick issue can be created to issue inventory items to users with out a requisition. I.e. issuing

an inventory item in an emergency situation. Inventory Quick Issue 1. Navigate to the Quick Inventory Issue page 2. Select the Inventory Site 3. Enter the Name of the Employee in the Issue To field 4. Search for the inventory item to issue

5. Enter the quantity 6. Enter the Program Worktag 7. Click Submit Instructor Demonstration Watch as your instructor demonstrates how to create an Inventory Quick Issue.

Training Exercise Create an Inventory Quick Issue Log in to the Workday training tenant using the credentials proved by the instructor Refer to your Exercise handout for detailed

instructions: Create an Inventory Quick Issue Ask for assistance Lesson 3 Learning Objectives Now that you have completed this lesson, you will be able to: Create a Quick Issue

Lesson 4 Inventory Returns Lesson 4 Learning Objectives At the end of this lesson, you will be able to: Create an Inventory Return Order Put Away Inventory

Inventory Return Order An Inventory Return Order is created from the original Order Type: Stock Request Quick Issue Inventory Return Order 1. Navigate to the Create Inventory Return

Order page 2. Enter Inventory Site and Order Type 3. Click OK 4. Enter Person who returned item 5. Enter return Qty. and Reason for appropriate line(s) 6. Click Submit

Instructor Demonstration Watch as your instructor demonstrates how to create an Inventory Return Order. Training Exercise Create an Inventory Return Order Log in to the Workday training

tenant using the credentials proved by the instructor Refer to your Exercise handout for detailed instructions: Create an Inventory Return Order Ask for assistance

Put Away Inventory Items returned to inventory must be put away Put Away process updates warehouse quantity

Put Away Inventory 1. Navigate to the Put Away Inventory page 2. Select Order Number option 3. Search for Inventory Return Order(IRT#) by Available Returns category 4. Click OK 5. Review Put Away information

6. Click Submit Instructor Demonstration Watch as your instructor demonstrates how to Put Away Inventory. Training Exercise Put Away Inventory

Log in to the Workday training tenant using the credentials proved by the instructor Refer to your Exercise handout for detailed instructions: Put Away Inventory Ask for assistance

Lesson 4 Learning Objectives Now that you have completed this lesson, you will be able to: Create an Inventory Return Order Put Away Inventory Lesson 5 Inventory Counts

Lesson 5 Learning Objectives At the end of this lesson, you will be able to: Create Inventory Count Sheets Count Inventory Review Count Sheets Create Ad Hoc Inventory Count

Create Inventory Count Sheets Count Sheets can be created on any one of the following frequencies:

Run once in the future Daily Recurrence Weekly Recurrence Monthly Recurrence Run Now for annual

counts Create Inventory Count Sheets 1. Navigate to the Create Inventory Count Sheets page 2. Select Frequency 3. Populate Required fields:

Request Name Inventory Site Counting Method

Adjustment Reason Counts per Sheet 4. Click OK 5. Click Refresh Instructor Demonstration Watch as your instructor

demonstrates how to Create Inventory Count Sheets Count Inventory Find the Inventory Count Sheets generated Use the Related Actions icon to print and/or enter counts

Count Items 1. 2. 3. 4. 5. Search for Find Inventory Count Sheets

Select Inventory Site Populate Created Date on or After field Click Ok Click Related Actions Icon next to the count sheet 6. Select Count Inventory or Print for offline counts 7. Enter Counts for each item and Click Submit

Instructor Demonstration Watch as your instructor demonstrates how to Count Items Review Count Sheets All FAC inventory counts require an approval

Other locations require approval if variance exists Create Ad Hoc Inventory Count Used to spot check Inventory Items

Count Sheet and Count entry created on the same transaction Instructor Demonstration Watch as your instructor

demonstrates how to Create Ad Hoc Inventory Counts. Lesson 5 Learning Objectives Now that you have completed this lesson, you will be able to: Create Inventory Count Sheets Count Inventory

Review Count Sheets Create Ad Hoc Inventory Count Lesson 6 Inventory Replenishment Request Lesson 6 Learning Objectives At the end of this lesson, you will be able to:

Create an Inventory Replenishment Requisition Create an Inventory Replenishment Requisition 1. Navigate to the Create Requisition page 2. Select the Requisition Type: INV Inventory Replenishment 3. Select the items from the Catalog

4. Add to Cart 5. Check Out 6. Identify Requesting Inventory Site 7. Populate appropriate Worktags 8. Submit Requisition Instructor Demonstration Watch as your instructor

demonstrates how to create an Inventory Replenishment Requisition. Training Exercise Create an Inventory Replenishment Requisition Log in to the Workday training tenant using the credentials

proved by the instructor Refer to your Exercise handout for detailed instructions: Create an Inventory Replenishment Requisition Ask for assistance Lesson 6 Learning Objectives

Now that you have completed this lesson, you will be able to: Create an Inventory Replenishment Requisition Lesson 7 Add/Remove Inventory Items

Lesson 7 Learning Objectives At the end of this lesson, you will be able to: Create a Purchase Item Edit Purchase Item Create a Purchase Item Establish new inventory items Identify Unique Item information

Stocking locations Unit Price Ordering UOM

Issue UOM Identify Inventory Site Options Edit or Inactivate a Purchase Item Edit Purchase Item used to maintain or

inactivate purchase items Add ZZZDNU_ to Purchase Item Name and Description Instructor Demonstration Watch as your instructor demonstrates how to create and edit a Purchase Item .

Lesson 7 Learning Objectives Now that you have completed this lesson, you will be able to: Create a Purchase Item Edit Purchase Item Lesson 8 Inventory

Adjustments Lesson 8 Learning Objectives At the end of this lesson, you will be able to: Adjust Inventory Quantity Adjust Inventory Price Adjust Inventory Quantity

Quantity adjusted based: Damaged Items Sale to an Outside Customer Result of a count Adjust Inventory Quantity 1. Navigate to the Adjust Inventory page 2. Select Inventory Site, Default Stocking

Location, Default Adjustment Reason 3. Click the Plus button in the Items section 4. Populate Inventory Item 5. Populate Quantity to Adjust field: Use (-) in front of numerical value to indicate a negative adjustment i.e. -2

6. Click Submit Instructor Demonstration Watch as your instructor demonstrates how to Adjust Inventory Quantity

Adjust Inventory Cost Used to correct Supplier pricing errors: Invoice amount Shipping costs Adjust Inventory Cost

1. Navigate to the Adjust Inventory Cost page 2. Select Inventory Site, Spend Category, Item 3. Date Fields (optional) 4. Select: Specify New Unit Cost or Adjust Unit Cost Using Percent 5. Populate dollar amount or percentage

6. Click Submit Instructor Demonstration Watch as your instructor demonstrates how to Adjust Inventory Cost Lesson 8 Learning Objectives

Now that you have completed this lesson, you will be able to: Adjust Inventory Quantity Adjust Inventory Price Course Summary Course Review

Now that you have completed this course, you will be able to: Find Inventory Stock Request Create Picking Lists Create Shipments Create Counts Inventory Replenishment Request

Survey Time (est.120 seconds) Thank you for attending Workday Inventory (FAC/DPW/ADM)

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