Universal Containers (UC) wants to use Sales Agreements to track long-term agreements with its key customers. Along with planned revenue and quantity and actual revenue and quantity, UC needs to track the minimum inventory quantity required. UC's implementation partner has added a new Minimum Inventory number field to the Sales Agreement Product Schedule object.
What else does UC need to do to allow users to see and edit minimum inventory on their agreements?

Question

Universal Containers (UC) wants to use Sales Agreements to track long-term agreements with its key customers. Along with planned revenue and quantity and actual revenue and quantity, UC needs to track the minimum inventory quantity required. UC's implementation partner has added a new Minimum Inventory number field to the Sales Agreement Product Schedule object.

What else does UC need to do to allow users to see and edit minimum inventory on their agreements?

Marcio Lizarbe · Accepted Answer

Add a custom Minimum Inventory field to Sales Agreement Product, map the two fields, and add the field to the list of available metrics in Sales Agreement setup.

Marcio Lizarbe · Answer

Add a Number field to the Sales Agreement product to appear on the Forecast grid.

Marcio Lizarbe · Answer

Add a custom Minimum Inventory field to the Sales Agreement object to appear on the Forecast grid.

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