Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/InventoryMonitoring/IM_Contracts.htm

## 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?**

* System Admins - Browser
* [Mapping Listing Contract Lines to Inventory Monitoring Lines](#Mapping)
* End Users - Browser, iPad
* [Using Product Bound Contracts](#Using)
* Users do not require an additional license

### Configuring Contracts for Inventory Monitoring for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure the following are complete:
   * [Configuring Inventory Monitoring](ConfiguringIM.htm)
   * [Configuring Contracts](../Contracts/Configure_Contracts.htm)
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

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)System Admins](#)

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

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Browser
iPad

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](../OrderManagement/CreatingOrders/EntryModes/MassAddMode.htm) 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](../OrderManagement/CreatingOrders/EntryModes/MassAddMode.htm) 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

![](../../Resources/Images/InventoryMonitoring/IM_contract.png)

### Related Topics

[Creating and Managing Contracts and Contract Lines](../Contracts/Create_Contracts.htm)

[Creating and Managing Contract Partners](../Contracts/Create_Partners.htm)