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.

  1. Log in to the application as administrator.
  2. Navigate to Configuration, Inventory Types, and click Add New.
  3. Add the Part inventory type as follows:
    1. Enter part in the Label field.
    2. Enter Part in the Name field.
    3. Select Part_Item+Revision (unique identifier for the Part Item field) from the Model Property drop-down list.
    4. Enter ea in the Unit of measurement field.
    5. Click Save.
  4. Add the Ordered Part inventory type as follows:
    1. Enter ordered_part in the Label field.
    2. Enter Ordered Part in the Name field.
    3. Select Part_Item+Revision (unique identifier for the Part Item field) from the Model Property drop-down list.
    4. Enter ea in the Unit of measurement field.
    5. Click Save.
  5. Add the Received Part inventory type as follows:
    1. Enter received_part in the Label field.
    2. Enter Received Part in the Name field.
    3. Select Part_Item+Revision (unique identifier for the Part Item field) from the Model Property drop-down list.
    4. Enter ea in the Unit of measurement field.
    5. Click Save.