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Inventory Administration View

The Inventory Administration view contains subviews for setting the types of inventory locations, inventory transactions, and inventory categories that appear in this view.

Inventory Location Types Subview

The Inventory Location Types subview defines the inventory locations that are available in the Type field in Inventory > Inventory Locations. For more information, see Inventory Locations View. Examples of location types are Aisle, Trunk, and Virtual.

CAUTION:  Do not delete Inventory Types, Inventory Level Categories, or Inventory Transaction Types. Their Row_IDs provide values for tables elsewhere in Inventory. To change or replace an Inventory Type, Inventory Transaction Type, or Inventory Level Category, modify the List of Values and then update (do not delete and re-enter) the Type entry.

Also, do not delete the Inventory table row with the name External Location and the type Virtual, which is shipped as seed data with Field Service. Inventory transactions use this row, and cannot process without it. Changing the name is acceptable.

Inventory Transaction Types Subview

The Inventory Transaction Types subview defines the transaction types that are available in the Type field of the Inventory Transactions View. For more information about these transaction types, see Inventory Transactions.

Inventory Level Categories Subview

The Inventory Level Categories subview defines the inventory levels that are available in Inventory > Product Inventory. For more information, see Inventory Level Subview. An inventory category consists of a pairing of two values, availability and status. Examples of availability are On Hand, On Order, and Reserved. Examples of Status are Good and Defective.

NOTE:  It is not necessary to create products and inventory levels manually. When an inventory transaction occurs, products and inventory levels are automatically created in the database if they do not exist. However, products created automatically in this way are not assigned specific levels, allocation values, substitution values, or cycle counting classes. It might be necessary to go to the Inventory Administration view and update newly created records in the Inventory Location Types and Inventory Level Categories subviews.

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