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Configure Profile Settings for Sample Inventory Management
Configure the sample inventory settings. You can apply the settings to a specific profile or the entire org.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To configure admin console settings: | Life Sciences Commercial Admin permission set |
- From the App Launcher, find and select Admin Console.
- Select the Sample Inventory Management tile.
- In the left navigation pane, select General Settings.
- Choose whether to apply the settings to the org or a specific profile.
- Select the statuses that indicate that an inventory count assessment and its related records are locked.
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Select the columns that you want to show in inventory count assessments.
- To display the Quantity Received, Quantity Released, and Total System Count columns, select Show system-calculated quantities in Inventory Count Assessments.
- To hide the history of Adjustments, Transfer In, Transfer Out, and Return type operations while performing count assessments, select Hide inventory operations history.
- To display the system-calculated Opening Count column for all count assessments, select Show opening count.
- To display only the inventory counts and operations assigned to the user in the inventory count assessment window, select Show only assigned assessment and operation records.
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Configure the product request settings.
- Select the statuses that indicate that a product request and the related product request line item are locked.
- Choose whether to show the remaining allocation for a territory.
- Select the statuses that indicate that Inventory Operations records and Product Transfer records are locked.
- Save your changes.
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