Initial configuration includes the setup of all default functionality for Inventory Monitoring. Advanced functionality requires additional configuration.
Prerequisites
Ensure the following:
- All desired product catalogs are enabled for Inventory Monitoring
- Appropriate products are listed in each user’s My Setup page
To configure Inventory Monitoring for all users:
-
Grant the following permissions for each profile that requires access:
Object
OLS
Record Types
Fields
FLS
Inventory_Monitoring_vod
CRUD
n/a
n/a
n/a
Inventory_Monitoring_Line_vod
CRUD
n/a
n/a
n/a
Product_vod
R
n/a
Inventory_Monitoring_vod
Read
-
Enable profile access for the following Visualforce pages:
- Clone_Inventory_vod
- Edit_Inventory_vod
- New_Inventory_vod
- View_Inventory_vod
-
Ensure Visualforce page overrides exist and are enabled for the View, Edit, and Clone buttons in the Buttons, Links, and Actions section for the Inventory _Monitoring_vod object.
-
Ensure profile access is enabled for the VODDatabaseApi Apex class.
-
Enable profile access for the VODRedirect_4000_vod Visualforce page to enable Mass Add Mode for the Browser platform. If Single Line Entry Mode is preferred, do not provide this access.
-
Place the Inventory Monitorings related list on the appropriate Account_vod page layout.
-
Edit the Inventory Monitorings related list properties on the Account_vod page layout:
- Deselect the New standard button
- Select the New Inventory custom button
-
Place the Inventory_Monitoring_vod field on the appropriate Product_vod page layout.
-
Activate the following VMOCs for offline platforms:
- Inventory_Monitoring_vod - Select Include Attachments
- Inventory_Monitoring_Line_vod
The Inventory Monitorings related list functions correctly only on the Account_vod page; it should not be placed on other pages.
If multi-currency support is enabled, activate the CurrencyType VMOC.
