How do I add inventory types for the plug-in?
You can now add invetory types for the plug-in. You must add inventory types (part, ordered part, and received part) to capture information about the materials ordered and received for completing the activity. The plug-in stores the reported information about materials ordered and received in the resource and customer pools, respectively.
- Log in to the application as administrator.
- Navigate to Configuration, Inventory Types, and click Add New.
-
Add the Part inventory type as follows:
- Enter part in the Label field.
- Enter Part in the Name field.
- Select Part_Item+Revision (unique identifier for the Part Item field) from the Model Property drop-down list.
- Enter ea in the Unit of measurement field.
- Click Save.
-
Add the Ordered Part inventory type as follows:
- Enter ordered_part in the Label field.
- Enter Ordered Part in the Name field.
- Select Part_Item+Revision (unique identifier for the Part Item field) from the Model Property drop-down list.
- Enter ea in the Unit of measurement field.
- Click Save.
-
Add the Received Part inventory type as follows:
- Enter received_part in the Label field.
- Enter Received Part in the Name field.
- Select Part_Item+Revision (unique identifier for the Part Item field) from the Model Property drop-down list.
- Enter ea in the Unit of measurement field.
- Click Save.