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Report types on sample inventory transaction objects

Key Takeaway

The source location, destination location and operation type sit on Inventory Operation. The quantity and product batch sit on the related Product Transfer. A report that needs both uses a custom report type with Inventory Operation as the primary object and Product Transfer as a related object.

Sample Inventory Management in Life Sciences Cloud records every movement of sample stock as records on a set of related standard objects. The movements include transfers, returns, adjustments, product requests and inventory counts. To build reports and dashboards that monitor the full lifecycle of sample stock, you need to know which object holds which fact: the operation itself, the quantity and batch moved, the stock a rep holds, or the result of a count.

The Inventory Management data model

The Inventory Management data model groups the objects used to track, manage and reconcile sample inventory. The objects in the model include:

  • Inventory Operation
  • Product Transfer
  • Product Item
  • Product Request
  • Product Request Line Item
  • Product Disbursement
  • Inventory Count Assessment
  • Production Batch
  • Location
Agentforce Life Sciences Consultant Study Guide

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Given a scenario, configure Sample Reports and Dashboards for monitoring the full lifecycle of sample stock

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