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Working with the Inventory Period Homepage

The Inventory Period Homepage is the starting point for managing inventory periods. This page contains several sections and displays information that is relevant to you.

NOTE: Your company administrator can customize the layout of your Inventory Period Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Before you begin. To work with inventory periods, your user role must include the Enable Basic Samples Operations privilege.

Creating an Inventory Period

Only the sample administrator for the company can create an inventory period. Sales representatives cannot create inventory periods. The samples administrator creates the initial inventory period for each sales representative who uses Oracle CRM On Demand Life Sciences Edition. For more information, see Creating Inventory Periods for Users and Creating Records.

Working with Inventory Period Lists

The Inventory Period List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for inventory periods.

Inventory Period List

Filters

All Inventory Periods

All inventory periods to which you have visibility, regardless of who owns the inventory period.

Recently Modified Inventory Periods

All inventory periods with your name in the Owner field, sorted by the modified date.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recent Inventory Periods

The Recently Modified Inventory Periods section shows the inventory periods most recently modified.

Click the Show Full List link to expand the list.

Adding Sections to Your Inventory Period Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Inventory Period Homepage:

  • Recently Created Inventory Periods
  • Recently Modified Inventory Periods
  • My Recently Created Inventory Periods
  • My Recently Modified Inventory Periods
  • Additional report sections (Your company administrator can make report sections available for display on your Inventory Period Homepage.)

To add sections to your Inventory Period Homepage

  1. On the Inventory Period Homepage, click Edit Layout.
  2. On the Inventory Period Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Then click Save.

Related Information

See the following topics for related information about inventory periods:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.