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          Product Item and Inventory Fields

          Product Item and Inventory Fields

          Product items, product item transactions, products required, and products consumed have the following fields. Sometimes you can't see or edit certain fields because of your page layout and field-level security settings.

          Required Editions

          Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
          The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

          Product Item

          Product items track the quantity of a particular product at a location. They have the following fields.

          Field Name Description
          Location Location associated with the product item. This location usually indicates where the product item is stored.
          Owner The product item’s owner.
          Product Item Number (Read Only) Auto-generated number identifying the product item.
          Product Name Product associated with the product item.
          Quantity On Hand The quantity at the location. If you want to add a serial number, this value must be 1.
          Quantity Unit of Measure Units of the product item; for example, kilograms or liters. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products.
          Serial Number

          A unique number for identification purposes. If you want to enter a serial number, the Quantity on Hand must be 1.

          Note
          Note To learn more about the pros and cons of assigning serial numbers to product items, see Create Product Items to Represent Inventory.

          Product Item Transaction

          Product item transactions describe actions performed on a product item. They’re auto-generated records that help you track when a product item is replenished, consumed, or adjusted. They have the following fields.

          Field Name Description
          Description A description of the transaction. The description is blank when the transaction record is created, but can be updated.
          Product Item The associated product item.
          Product Item Transaction Number (Read Only) Auto-generated number identifying the product item transaction.
          Quantity The quantity of the product item involved in the transaction. If inventory was consumed, the quantity is negative.
          Related Record (Read Only) The product consumed or product transfer related to the action. If the action wasn’t related to consumption or transfer, the related record is blank.
          Transaction Type

          The action that the transaction tracks.

          • Replenished: When a part is stocked at a location. A Replenished transaction is created when a product item is created.
          • Consumed: When parts are consumed to complete a work order. A Consumed transaction is created when a record is added to the Products Consumed related list on a work order or work order line item.
          • Adjusted: When there’s a discrepancy or a change in consumption. An Adjusted transaction is created when a product item’s Quantity on Hand is edited, a product consumed is updated or delete, or a product transfer is deleted.
          • Transferred: When parts are transferred between locations.

          Product Required

          Products required are products that are needed to complete a work order or work order line item. You can add products required to work orders, work order line items, and work types. They have the following fields.

          Field Name Description
          Parent Record Associated work order or work order line item.
          Parent Record Type Indicates whether the parent record is a work order or a work order line item.
          Product Required Name of the required product.
          Product Required Number Auto-generated number identifying the product required.
          Quantity Required Amount required of the product.
          Quantity Unit of Measure Units of the required product; for example, kilograms or liters. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products.

          Product Consumed

          Products consumed are items from your inventory that were used to complete a work order or work order line item. They have the following fields.

          Note
          Note To create or delete products consumed, you need permission to create product items.
          Field Name Description
          Consumed Indicates that a product consumed was processed if the product it refers to has IsSerialized=true selected.
          Description Notes and context about the product consumed.
          Discount The discount provided.
          List Price The list price of the product.
          Price Book Entry Price book associated with the product consumed. If the work order and the product item’s associated product are related to the same price book, the Price Book Entry auto-populates based on the product item.
          Product Product associated with the product consumed.
          Product Consumed Number (Read Only) Auto-generated number identifying the product consumed.
          Product Item Product item associated with the product consumed. Creating a product consumed record subtracts the quantity consumed from the linked product item’s quantity.
          Quantity Consumed The quantity of products consumed.
          Quantity Unit of Measure Units of the consumed item; for example, kilograms or liters. Quantity Unit of Measure picklist values are inherited from the Quantity Unit of Measure field on products.
          Subtotal The product’s unit price multiplied by the quantity consumed.
          Total Price The product’s unit price multiplied by the quantity consumed minus the discount.
          Unit Price The price per unit of the product consumed.
          Work Order Work order associated with the product consumed.
          Work Order Line Item Work order line item associated with the product consumed.

          Product Consumed State

          Product consumed state refers to the new state of the serialized product after it’s consumed. This object has these fields.

          Field Name Description
          Consumed State The new state of the serialized product after it’s consumed.
          Product Consumed The Product Consumed used to consume the serialized products.
          Serialized Product The serialized product being consumed.

          Product

          Products are products that your company sells. They have these fields.

          Field Name Description
          Serialized Indicates whether a product is serialized.
          Transfer Record Mode

          If serialized, indicates when the serial number is recorded:

          • SendAndReceive means the serial number is recorded when sending or receiving.
          • ReceiveOnly means the serial number is recorded when receiving only.
           
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