Inventory count data model: assessment versus product batch item records
Key Takeaway
Inventory Count Assessment holds the overview of a count, such as the location and the assessment type. The product selected and the quantity counted for each product are on Inventory Count Assessment Product Batch Item records.
In Sample Inventory Management, reps record how many sample units they physically hold by submitting inventory count assessments. Each count is split between an overview object and a details object. Knowing which object holds which information is the key to reasoning about count types, audits, and discrepancy adjustments.
Two objects for one count
Reps create assessments from the Inventory Count Assessment section of the Sample Inventory Management dashboard. They create them to keep inventory levels accurate and to verify inventory availability before every sample drop.
| Captures | For example | |
|---|---|---|
| Inventory Count Assessment | The overview of the count | Where the assessment takes place, the assessment type |
| Inventory Count Assessment Product Batch Item | The details of the count | The product selected, the quantity recorded |
One assessment can cover multiple products at the same time. The overview describes the count as a whole. The product selected and the quantity counted for each product are stored on Inventory Count Assessment Product Batch Item records, not on the Inventory Count Assessment record.
If a requirement is about the count as a whole, such as its location or its type...
The requirement points to Inventory Count Assessment.
If a requirement is about which product was counted and how many units were recorded...
The requirement points to Inventory Count Assessment Product Batch Item.
Marco is a rep who keeps his samples in a storage closet at home. Before a week of clinic visits, he submits one assessment that counts three products: 12 units of an allergy tablet, 30 units of a skin cream, and 8 units of an inhaler. The Inventory Count Assessment record holds the overview, such as where he counted and the assessment type. The three products and the quantities he counted are on Inventory Count Assessment Product Batch Item records. So when his manager asks how many inhaler units Marco counted, the answer is on the Inventory Count Assessment Product Batch Item records, not on the Inventory Count Assessment record.