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            Configure Org-Wide Settings for Sample Inventory Management

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            Configure Org-Wide Settings for Sample Inventory Management

            Configure the admin console settings that apply universally in your Salesforce 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
            1. From the App Launcher, find and select Admin Console.
            2. Select the Sample Inventory Management tile.
            3. In the left navigation pane, select Org-Wide Settings.
            4. Configure the settings that apply across the org.
              1. Select the location type that represents the user’s inventory location.
              2. Choose whether you want to show only active batch assignments.
                If this setting is selected, only active batch assignments are considered for all sample inventory processes, such as in inventory counts, transfers, returns, and disbursements.
              3. Select a validation type for restricting or allowing inventory operations and count assessments when records aren’t synced.
            5. Configure the inventory operation settings.
              1. Select the status that indicates that an Inventory Operation record is final.
              2. Select the status that represents that the product sample is returned to the sender.
              3. Select the status that indicates that a Transfer In record is a duplicate record.
            6. Select the inventory count assessment validation type for inventory disbursed during the visits that are still in Planned state and have signatures captured.
            7. Configure the product request settings.
              1. Select the final product request status.
              2. To control the quantity requested, select Require approval for product requests that exceed the territory’s remaining quantity and Show a warning when a product request crosses maximum and minimum limits.
              3. Add statuses to indicate that a product request requires approval.
                When you define a status in the Product Request Approval Required Status field, Sample Inventory Management applies the minimum and maximum limits that you’ve defined and checks the remaining territory allocation.
            8. Save your changes.
             
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