Using Inventory Monitoring Contracts

By associating valid, non-sales Contracts directly with Inventory Monitoring records, users can ensure their data entry aligns with agreed-upon account terms. Customers can restrict product selection to only those listed on Product Bound Contracts, automatically populate custom header fields based on contract terms, and provide real-time compliance feedback by displaying contract target values on Inventory Lines. Any discrepancies are highlighted in red to ensure users meet specific inventory attributes or discount requirements.

Who can use this feature?

Configuring Contracts for Inventory Monitoring for

To configure this feature:

  1. Ensure the following are complete:
  2. Navigate to Admin > Users and Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.
  5. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    inventory_monitoring__v

    CRED

    All appropriate object types

    contract__v

    Edit

  6. Navigate to Admin > Configuration > inventory_monitoring__v.
  7. Select the Layouts tab.
  8. Add the contract__v field to the appropriate layout.
  9. Select Save.

Mapping Listing Contract Lines to Inventory Monitoring Lines as

iPad only.

To display contract targets on inventory monitoring lines, map fields between the Contract Line and the Inventory Monitoring Line by creating matching custom fields on both objects:

  1. Navigate to Admin > Configuration > Objects.
  2. Select inventory_monitoring_line__v.
  3. Select the Fields tab.
  4. Select Create.
  5. Select the Field Type. For example, to validate a 10% discount on a pharmacy shelf, select Percent.
  6. Enter a Label and Name for the custom field. For the previous example, enter Discount Percent and discountpercent__c.
  7. Select Save.
  8. Navigate to Admin > Configuration > Objects.
    • Select contract_line__v
    • Repeat steps 3-7 ensuring the Field Type and Name fields match exactly what was entered for the inventory_monitoring_line__v field.

The target contract value displayed to the user on inventory monitoring lines is prefixed with the label "T" by default. System admins can update this value by modifying the INVENTORY_CONTRACT_TARGET Veeva Message.

Using Contracts as

When creating or editing an Inventory Monitoring record, users can select a contract using the contract__v lookup field. Only Contracts where the Account is a valid Contract Partner display.

Once a user populates the contract__v lookup, specific logic is applied based on the Contract's configuration:

  • Only products where the Inventory Monitoring Date falls within the Contract Line Start Date and End Date display
  • Contracts of type "Sales" do not display
  • If the Contract is Product Bound, users can only add products to the Inventory Monitoring lines that exist as lines on that specific Contract
  • If the listing contract flag is selected, products with corresponding contract lines are automatically added as Inventory Monitoring lines
  • If a contract contains a Contract Line with a blank product, all products display
  • When Mass Add Products is enabled, the system filters the mass add list and only products with valid Contract Lines (where dates align) are added to the Inventory Monitoring lines

If a Contract is not selected, standard product selection applies.

When creating or editing an Inventory Monitoring record, users can select a contract using the contract__v lookup field. Only Contracts where the Account is a valid Contract Partner display.

Once a user populates the contract__v lookup, specific logic is applied based on the Contract's configuration:

  • Only products where the Inventory Monitoring Date falls within the Contract Line Start Date and End Date display
  • Contracts of type "Sales" do not display
  • If the Contract is Product Bound, users can only add products to the Inventory Monitoring lines that exist as lines on that specific Contract
  • If the listing contract flag is selected, products with corresponding contract lines are automatically added as Inventory Monitoring lines
  • If a contract contains a Contract Line with a blank product, all products display
  • When Mass Add Products is enabled, the system filters the mass add list and only products with valid Contract Lines (where dates align) are added to the Inventory Monitoring lines

If a Contract is not selected, standard product selection applies.

When a user adds a product from a contract line to the Inventory Monitoring:

  • The target value defined in the contract displays on the page and is marked with a T
  • The entered value is compared to the target value:
  • If they match, the text displays normally
  • If the entered value does not match the target, the value displays in red

Related Topics

Creating and Managing Contracts and Contract Lines

Creating and Managing Contract Partners