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Profile versus org-wide Sample Inventory Management settings for counts

Key Takeaway

General Settings can apply to a specific profile, so set count assessment display choices that differ by profile there, such as showing system-calculated quantities. Org-Wide Settings apply to the whole org and hold the count validation and batch rules.

Sample Inventory Management in the Admin Console has two separate settings pages that shape how inventory counts work. General Settings, also called profile settings, control how count assessments look and when they lock. You can apply them to a specific profile or to the whole org. Org-Wide Settings always apply to the entire org and control the validation and batch rules behind counts. Knowing which page holds a setting tells you whether a count requirement can differ by profile.

How to open the settings pages

To configure either page, you need the Life Sciences Commercial Admin permission set.

  1. From the App Launcher, open the Admin Console.
  2. Select the Sample Inventory Management tile.
  3. In the left navigation pane, select General Settings or Org-Wide Settings.
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