Configuring Inventory Monitoring
Before using this module, you should understand the components, and then configure the functionality for all users.

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.
Configuring Inventory Monitoring for

To configure this feature:
-
Ensure the following are complete:
- Configuring Accounts
- Configuring the Product Catalog
- Configuring Call Reporting (if using Call as an entry point)
-
Navigate to Admin > Users & Groups > Permission Sets.
-
Select the appropriate permission set.
-
Select Objects.
-
Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
account__v
n/a
n/a
inventory_monitoring_type__v
Edit
inventory_monitoring__v
CRED
inventory_monitoring__v
All
Edit
inventory_monitoring_line__v
CRED
inventory_monitoring__v
All
Edit
-
Grant Execute permission to the copy__v, submit__v, and unlock__v actions on the inventory_monitoring__v object.
Unlock is available on Browser only and should only be granted to admins.
-
Navigate to Admin > Configuration > Objects.
- Select the account__v object
- Select Layouts
- Select the appropriate layout
- Add the inventory_monitorings__c related object section to the layout
- Ensure Create record in new page is selected for the Creation Option
-
Navigate to Admin > Configuration > Objects.
- Select the product__v object
- Select Layouts
- Select the appropriate layout
- Add the inventory_monitoring__v field control to the layout
Configuring Inventory Monitoring for

To configure this feature:
-
Ensure the following are complete:
- Configuring Accounts
- Configuring the Product Catalog
- Configuring Call Reporting (if using Call as an entry point)
-
Navigate to Admin > Users & Groups > Permission Sets.
-
Select the appropriate permission set.
-
Select Objects.
-
Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
account__v
n/a
n/a
inventory_monitoring_type__v
Read
inventory_monitoring__v
CRE
inventory_monitoring__v
All
Edit
inventory_monitoring_line__v
CRE
inventory_monitoring__v
All
Edit
-
Grant Execute permission to the copy__v and submit__v actions on the inventory_monitoring__v object.
-
Navigate to Admin > Configuration > Objects.
- Select the account__v object
- Select Layouts
- Select the appropriate layout
- Add the inventory_monitorings__c related object section to the layout
- Ensure Create record in new page is selected for the Creation Option
- Navigate to Business Admin > Objects.
- Select vmobile_object_configuration__v.
- Enable the following VMOCs for the appropriate mobile devices:
- inventory_monitoring__v
- Select the Include Attachments check box
- inventory_monitoring_line__v
- currency_sys