Inventory Monitoring includes the following components:

inventory_monitoring__v

Contains the object header information for an Inventory Monitoring record, for example, the account and date for which the record was captured, object type, contract, and status.

inventory_monitoring _line__v

Contains the individual product information and the data captured for the Inventory Monitoring record, for example, facing quantities, product position, and pharmacy inventory.

product__v

Allows users to capture Inventory Monitoring information on product types most relevant for their business.

To configure this feature:

1. Ensure the following is complete:

• Configuring Accounts
• Configuring the Product Catalog
• Enabling Products for Inventory Monitoring
• Configuring Call Reporting (if using Call as an entry point)

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select Objects.

5. Grant the following permissions:
   
   

   Object	Object Permissions	Object Types	Fields	Field Permissions
   account__v	n/a	n/a	inventory_monitoring_type__v default_inventory_monitoring_type__v (optional)	Edit
   inventory_monitoring__v	CRED	inventory_monitoring__v	All	Edit
   inventory_monitoring_line__v	CRED	inventory_monitoring__v	All	Edit
   product__v	R	n/a	inventory_monitoring__v	Read

6. Grant users Execute permission to the copy__v, submit__v, and unlock__v object actions on the inventory_monitoring__v object.

   Unlock is available on Browser only and should only be granted to admins.

7. Navigate to Admin > Configuration > Objects.

   • Select the account__v object.
   • Select Layouts.
   • Select the appropriate account__v layout.
   • Add the inventory_monitorings__c related list to the appropriate account__v layout.

8. Navigate to Admin > Configuration > Tabs.

9. Select Create and add a tab for the inventory_monitoring__v object.

10. Navigate to Admin > Users & Groups > Permission Sets.

    • Select the appropriate permission set
    • Select Tabs
    • Grant View access to the inventory_monitoring__v tab

11. Navigate to Business Admin > Objects > Veeva Settings.

12. Ensure IM_TOUCH_ENTRY_MODE__v is 2 - Single Line Entry and Save Valid Lines. This is the default.

    To change this setting to Mass Add Mode, see Changing the Offline Default Entry Mode.

13. Navigate to Business Admin > Objects.

14. Select vmobile_object_configuration__v.

15. Enable the following VMOCs for the appropriate mobile devices:

    • inventory_monitoring__v
    • Select the Include Attachments check box
    • inventory_monitoring_line__v
    • product__v
    • currency_sys (if multi-currency support is enabled)

16. Navigate to Business Admin > Objects and enable all appropriate accounts for Inventory Monitoring.

    • Select account__v
    • Select the appropriate account
    • Select Edit
    • Select the inventory_monitoring_type__v check box
    • Select Save