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Creating Inventory Periods for Users

This topic is specific to Oracle CRM On Demand Life Sciences Edition. You must create an inventory period for each sales representative who uses Oracle CRM On Demand Life Sciences Edition. You must do this only once for each sales representative. You can create inventory periods manually, or using the import function in Oracle CRM On Demand.

NOTE: Typically, inventory periods are populated through the import function when Oracle CRM On Demand is first set up for a company.

After you create the initial inventory period for a sales representative, each time an inventory period is closed for the sales representative, a new inventory period is automatically created.

Before you begin. To perform this procedure, your role must include the Manage Users and Access privilege.

To create an inventory period for a user

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click the User Management and Access Controls link.
  3. On the User Management and Access Controls page, click the User Management link.
  4. On the User List page, click the Last Name link of the user.
  5. On the User Detail page, click New Inventory Period.

    The start date for the inventory period defaults to the current date.

NOTE: Oracle CRM On Demand does not display a message to confirm that the inventory period has been created for the user, and the User Detail page remains open. If you want to verify that the inventory period has been created, click the Inventory Period tab, and view the list of recently modified inventory periods.


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