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            Customize Inventory Settings in Field Service

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            Customize Inventory Settings in Field Service

            To control how your team manages inventory, customize page layouts and assign user permissions.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To edit page layouts and set field history tracking: Customize Application
            To create and edit users: Manage Internal Users
            1. Assign user permissions.
              Users Who Will... Need These Permissions
              Enable Field Service Customize Application
              View the Locations, Products, Product Items, Product Requests, Product Transfers, Return Orders, or Shipments tab and records Read on the object
              Create, edit, or delete locations, products, product items, product requests, product transfers, return orders, or shipments Create, Edit, or Delete on the object
              Add products required to work orders, work order line items, or work types Edit on work orders, work order line items, or work types
              Create, edit, or delete products consumed on work orders or work order line items Create on work orders AND Read on product items
              View product item transactions Read on product items
              Edit product item transactions Edit on product items
              Create addresses for locations Create on Addresses
            2. Customize the fields and related lists on the following objects’ page layouts.
              Note
              Note If you have your own field service terminology, remember that you can rename an object’s tab and labels. In Setup, select Rename Tabs and Labels, and enter your own term for the object you’d like to rename.
              Page Layout Recommended Customizations for Inventory Management
              Location
              • Arrange the fields.
                Note
                Note
                • Add the Inventory Location field so you can track where inventory is stored.
                • Add the Mobile Location field so you can flag mobile locations such as service vehicles.
                • If you plan to create location hierarchies, add the Parent Location field, and optionally the read-only Root Location and Hierarchy Level fields.
                • Optionally, customize the values in the Location Type field. Its out-of-the-box values are Warehouse, Van, Site, and Plant.
              • Confirm that your layout includes the desired related lists:
                • The Addresses related list shows addresses related to the location, such as billing and shipping addresses.
                • The Assets related list shows assets at the location.
                • The Associated Locations related list shows related accounts.
                • The Child Locations related list shows locations within the location, such as vehicles which are parked at a warehouse when not in use.
                • The Maintenance Plans related list shows maintenance plans linked to the location.
                • The Product Items related list shows product items (inventory) stored at the location.
                • The Product Transfers (Source) related list shows product transfers that originated at the location.
                • The Product Transfers (Destination) related list shows product transfers in which items were transferred to the location.
                • The Service Territory Locations related list shows related service territories, which usually indicates that the location is within the territory.
              Address
              • Arrange the fields, which appear in the Addresses related list on locations.
              • Optionally, customize the values in the Address Type field. Its default values are Mailing, Shipping, Billing, and Home.
              Associated Location

              Associated locations let you associate multiple accounts with one location. For example, a shopping center location may have multiple customer accounts.

              • Arrange the fields, which appear in the Associated Locations related list on locations and accounts.
              Product
              • Confirm that your layout includes the following related lists:
                • The Product Items related list shows product items that track the storage of the product in an inventory location.
                • The Return Order Line Items shows return order line items that track the return or repair of the product.
              • Define values for the Quantity Unit of Measure picklist field, which comes with one value (Each). These values are reflected in the Quantity Unit of Measure field on product items, product request line items, product transfers, products consumed, and products required.
                1. From Setup, enter Products in the Quick Find box, then select Fields under Products.
                2. Click Quantity Unit of Measure.
                3. In the Quantity Unit of Measure Picklist Values related list, click Edit to change the default or New to add values. For example, you may need values like Kilograms or Liters.
                4. Save your changes.
              Product consumed Arrange the fields that appear in the Products Consumed related list.
              Product item
              • Arrange the fields.
              • Confirm that your layout includes the following related lists.
                • The Product Item Transactions related list automatically tracks the replenishment, consumption, and adjustment of product items.
                • The Product Transfers related list shows transfers of the inventory.
              Product item transaction Arrange the fields that appear in the Product Item Transactions related list.
              Product request
              • Arrange the fields.
              • Optionally, customize the Status field values. The default values are Draft, Submitted, and Received.
              • Confirm that your layout includes the following related lists.
                • The Product Transfers related list shows transfers that are created to fulfill the request.
                • The Product Request Line Items related list shows the request’s line items (each associated with a product).
                • The Return Orders related list shows return orders associated with the request.
              Product request line item
              • Arrange the fields.
              • Optionally, customize the Status field values. The default values are Draft, Submitted, and Received.
              • Confirm that your layout includes the following related lists:
                • The Product Transfers related list shows transfers created to fulfill the request.
                • The Return Order Line Items related list shows return order line items associated with the product request line item.
              Product required Arrange the fields that appear in the Products Required related list.
              Product transfer
              • Arrange the fields. The default layout includes only some of the available fields.
              • Optionally, customize the Status field values. The default values are Ready for Pickup and Completed.
              • Confirm that your layout includes the Product Item Transactions related list, which automatically tracks the replenishment, consumption, and adjustment of the product items being transferred.
              Return order
              • Arrange the fields.
              • Confirm that your layout includes the following related lists:
                • The Product Transfers related list shows product transfers related to the return
                • The Return Order Line Items related list shows subdivisions of the return, each associated with a specific product
                • The Work Orders related list shows work orders related to the return
                • The Work Order Line Items related list shows work order line items related to the return
              Return order line item
              • Arrange the fields.
              • Confirm that your layout includes the following related lists:
                • The Product Transfers related list shows product transfers related to the return
                • The Work Orders related list shows work orders related to the return
                • The Work Order Line Items related list shows work order line items related to the return
              Shipment
              • Arrange the fields.
              • Optionally, customize the Status field values. The default values are Shipped and Delivered.
              • Confirm that your layout includes the Product Transfers related list, which shows transfers that the shipment fulfills.

              Work order

              Work order line item

              Confirm that your layouts include the following related lists.

              • The Products Required related list shows products needed to complete the work.
              • The Products Consumed related list shows product items used to complete the work.
              • The Product Requests related list shows product requests created to ensure that the assigned service resources have the parts they need to complete the work.
              • The Product Request Line Items related list shows product request line items associated with the work.
              • The Return Orders related list shows return orders associated with the work.
              • The Return Order Line Items related list shows return order line items associated with the work.
            3. Make the following tabs visible to your users:
              • Locations
              • Products
              • Product Items
              • Product Requests
              • Product Request Line Items
              • Product Transfers
              • Return Orders
              • Shipments
              You can add the tabs to a custom app or instruct users to add them in Salesforce.

            See Also

             
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