The Supply Chain Stabilization Dashboard is intended to help quickly identify potential issues during a go-live and beyond with quick views into In Progress transactions.

• Ensure you’re familiar with both Object Transporter (OX) and the Configuration Catalog in Customer Central.
  • Migrate Single Instances with Object Transporter
  • Getting Started with Customer Central 
• Verify that you have a Customer Central User ID to access the Configuration Catalog and that it corresponds to the user ID in your Sandbox or Implementation tenant. 
• For this dashboard, review the steps and tasks required to correctly set up these functional areas: Inventory and Procurement

Migration Information

Deployment of role-based custom dashboards requires appropriate access to Object Transporter and your organization's Customer Central tenant. You can find more information about these features in Implementation Tools.

Once the configuration has been tested in Sandbox, use Object Transporter to migrate the dashboard and supporting components to your Production tenant. Many of the steps mirror those you followed when you migrated the dashboards to Sandbox.

Disclaimer: Workday recommends thoroughly testing any dashboards and other configuration before migrating the content to a Production tenant. It’s the responsibility of the implementer and customer to test and confirm that all configuration, dashboards, and reports meet regulatory and business requirements.

Note: This content isn’t included in your Workday Customer Support services offering, so they can’t answer questions or resolve issues related to these dashboards. Instead:

1. Find troubleshooting guidance on the Configuration Catalog Troubleshooting page.
2. Document questions, issues, or defects associated with this content through the Ask a related question button at the bottom of this page.

Common Post-Migration Modifications

The following are some common post migration updates that you might want to make to your reports. We recommend making these modifications in a Sandbox or Implementation tenant to test and then migrate the updated dashboard to Production. These types of modifications migrate with your dashboard. 

• Update any filters on reports
• Update prompts on reports
• Update sharing
  • On reports
  • On dashboards
• Update dashboard Worklets and Menus

Complexity to Uptake

Content delivered is in a usable state. While you can choose to modify the content to better fit your use case, it can be used without modification.

Workday Version

Tested on 2023R1 in March 2023.

Update Log

March 2023: Object Transporter 2.0 Updates - dashboards can now be migrated as a whole, doesn’t require dashboard setup post migration. 

1. In your target tenant, verify that these Role Based (Constrained) Security Groups exist for Security Buyer and Inventory Specialist:
   1. Buyer security group is set up with Reference ID = Buyer
   2. Inventory Specialist security group is set up with Reference ID = Inventory_Specialist
2. Verify that the Security Groups Buyer and Inventory Specialist have View access to these domains:
   1. Process: Goods Delivery
   2. Process: Inventory Counts
   3. Process: Inventory Pick List
   4. Process: Inventory Shipment
   5. Process: Inventory Stock Request
   6. Process: Par Inventory
   7. Process: Purchase Order
   8. Process: Receipt/Return
   9. Reports: Inventory
   10. Process: Inventory A
   • Note that the security group above is required as part of the migration, but other security groups can be added post migration. Other examples include:
     • Inventory Configurator
     • Procurement Configurator
     • Inventory Analyst
     • Procurement Operations Lead
     • Inventory Operations Lead
     • Instructions for adding additional security groups can be found here.
3. Proceed to the Configuration Catalog to migrate RPT Supply Chain Stabilization Dashboard. 
   1. Count Sheets In Progress
   2. Deliveries In Progress
   3. Inventory Returns In Progress
   4. Par Counts In Progress
   5. Pick Lists In Progress
   6. Quick Issues In Progress
   7. Receipts In Progress
   8. Returns to Suppliers In Progress
   9. Shipments In Progress
   10. Stock Requests In Progress