Installing Samples 2.0 (Inventory) Managed Package

Pre-Installation Steps

1. Install dependent packages

   1. Pitcher Zero - Install the dependent or higher version by referring to this https://pitcher-ag.atlassian.net/wiki/spaces/PDOC/pages/301400076/Inventory+Samples+2.0+Managed+Package+Details#Version-Control section.

   2. Pitcher Apps - Install the dependent or higher version by referring to this https://pitcher-ag.atlassian.net/wiki/spaces/PDOC/pages/301400076/Inventory+Samples+2.0+Managed+Package+Details#Version-Control section.

Installation

Follow these steps to install the package:

1. Enter the following address in your browser: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5p000000258FAAQ (This link is just an example. Use the respective installation link from https://pitcher-ag.atlassian.net/wiki/spaces/PDOC/pages/301400076/Inventory+Samples+2.0+Managed+Package+Details#Version-Control section). This should redirect you to the login page of Salesforce.com. For Sandbox organizations, swap http://login.salesforce.com with http://test.salesforce.com in the URL.
   

   

2. Select Install for Admins Only or Install for All Users or Install for Specific Profiles depending on the need.

3. To verify the package components before installation/upgrade, click on the “View Components” link.
   

   

4. Check the acknowledgement and click Install to proceed.

5. Once the installation completes, the following page appears:
   

   

6. Check the installed packages on the Setup > Apps > Packaging > Installed Packages page to confirm the successful installation.

   

7. To verify the package components after a successful installation/upgrade, follow the steps shown below -

Post-Installation Steps

Step 1 - Assignment of Page Layout and Records Types

Inventory Transaction Object

1. Setup → Object Manager → “Inventory Transaction” Object → Page Layouts

2. Click on “Page Layout Assignment”
   

   

3. Click “Edit Assignment”

4. Select the respective layout for the respective record type as below -

   1. For the Adjustment record type, select “Adjustment Inventory Transaction Layout.”

   2. For the Load record type, select “Load Inventory Transaction Layout.”

   3. For the Transfer record type, select “Transfer Inventory Transaction Layout.”

   4. For the Drop record type, select “Drop Inventory Transaction Layout.”

   5. For the Return record type, choose “Return Inventory Transaction Layout.”
      

      

5. Click “Next” and select other respective layouts

6. Click “Save”

Inventory Order Object

1. Follow this step only for Inventory 0.4 or higher versions.

2. Setup → Object Manager → “Inventory Order” Object → Page Layouts

3. Click on “Page Layout Assignment”
   

   

4. Click “Edit Assignment”

5. Select the respective layout for the respective record type as below -

   1. For the Master record type, select “Inventory Order Layout.”

   2. For the Customer Request record type, select “Customer Request Layout.”

   3. For the Employee Request record type, select “Employee Request Layout.”

      

6. Click “Save”

Step 2 - Setting up Visibility/Sharing

1. Follow this step only if you want to set up visibility/sharing for

   1. Product Limit Summary

   2. Product Limit Rules

2. The responsibility for visibility/sharing is taken care of by the subscribers, but this step can suggest some ideas.

3. Go to setup → Sharing Setting → Edit → Set the Internal Access to “Private” and save for -

   1. Product Limit Summary

   2. Product Limit Rules
      

      

4. Now sharing rules can be set up for the Product Limit Rule object

   1. Sharing Code (PCH__Sharing__Code__c) field can be leveraged for

   2. This field is part of the Inventory package, but we are not using it and left it only for subscribers to use for setting up sharing.

5. Product Limit Summary records are created automatically through the package if not present already, hence to set up sharing for Product Limit Summary -

   1. Go to the object detail page

   2. Open Sharing Code (PCH__Sharing__Code__c) field

   3. A default value as a formula field can be used. Example -

      1. $User.Country

      2. PCH__Account__r.BillingCountry

Step 3 - Add Record Types to Profiles

1. Pre-Step -

   1. From Setup, in the Quick Find box, enter User, and then select User Management Settings.

   2. Disable Enhanced Profile User Interface (skip if already disabled)

2. Go to the Profiles page by navigating to the “Setup” > “Users” > “Profiles” page or by searching for “Profiles” in the Quick Find search box from the Setup page.
   

   

3. Select the required Profile from the Profiles page. Here, we select the “Standard User” profile as an example. Please make sure to choose the Profile as per your requirement,
   

   

4. On the Profile page, scroll down to the “Record Type Settings” > “Custom Record Type Settings” section. Assign the following Record Types to these objects by clicking on the “Edit” link for the respective object.

   • Inventories: Employee (Default), Warehouse.
     

     

   • Inventory Orders: Customer Request (Default), Employee Request.
     

     

   • Inventory Transactions: Adjustment, Drop (Default), Load, Return, Transfer.
     Note: Please select “Drop” Record Type as default.

     

     Finally, the Record Type allocations should look something like this.
     

     

Step 4 - Assign Permission Sets to Users

Here, we assign the following Permission Sets to our users:

• PITCHER-Inventory Admin - Assign this Permission Set to the users performing administration activities for Sample Management.

Important Note: Every user with PITCHER-Inventory Admin should also have PITCHER-Apps Admin assigned

• PITCHER-Inventory Operations - Assign this Permission Set to the users performing operational activities for Sample Management.

Important Note: Every user with PITCHER-Inventory Operations should also have PITCHER-Apps Operations assigned

• PITCHER-Inventory Rep - Assign this Permission Set to the sales representatives for Sample Management.

Important Note: Every user with PITCHER-Inventory Rep should also have PITCHER-Apps Rep assigned

Make sure to select your required users to assign permission sets.

1. Go to the Users page by navigating to “Setup” > “Users” > “Users” or by searching for “Users” in the Quick Find search box from the Setup page.
   

   

2. Select the required User and click on the “Permission Set Assignments” related link or scroll down to the “Permission Set Assignments” section.
   

   

3. Click on the “Edit Assignments” link in the “Permission Set Assignments” section.
   

   

4. Assign one of the required Inventory Permission Set to the user and click “Save”.
   

   

Step 5 - Updating Page Layout for Custom Objects

Product

1. Go to Object Manager and click on the “Product” object.
   

   

2. Navigate to the “Page Layouts” section on the object page.
   

   

3. Click on the required Page Layout from the Page Layouts listing page.
   

   

4. Assign the “Launch Date”, “Allow Order”, and “Inventory Type” fields to the Page Layout by dragging fields from the Fields section and dropping it in the Product Detail section.
   

   

Note - You can assign these fields to one or more page layouts per your requirement.

• Product Name

• Product Code

• MSRP

• Inventory Type

• Inventory Scan Mandatory

• Product Description Product Family

• Active

• Allow Order

• Launch Date

• Paper Form Mandatory

• License validation

• Priorit

Step 6 - Migrate data to Remaining Value (New Currency Field)

• If you are installing (first time) any higher version than v0.11.0.0 then skip this step

• If you are upgrading to v0.11.0.0 or the higher version only then follow this step

• New field on object PCH__Product_Limit_Summary__c -

  • New - PCH__Remaining_Value2__c

  • Old - PCH__Remaining_Value__c

• Update all the Page Layouts using above old field and replace with new field

• Update all the List View using above old field and replace with new field

• Update the new field with the same value as old field on PCH__Product_Limit_Summary__c records.

Step 7 - Update action settings

• If you are installing (first time) any higher version than v0.12.0.0 then skip this step

• If you are upgrading to v0.12.0.0 or the higher version only then follow this step

• Go to the setup → object manager → Inventory Transaction → buttons links and actions

• Click on the triangle next to New and click Edit

• On next screen make sure that “Skip record type selection page” checkbox is CHECKED. Click Save.

• Repeat same for Inventory Order object.

Step 8 - Updating record type names in metadata configuration

• If you are installing (first time) any higher version than v0.12.0.0 then skip this step

• If you are upgrading to v0.12.0.0 or the higher version only then follow this step

• Go to the Setup → Custom Metadata Types → click “Manage Records” next to “Lightning Builder”

• Click “Edit” next to “Inventory Transaction Builder”

• In the Record Types field enter Adjustment,Drop,Load,Return,Transfer and Save the record:

• In similar way modify “Inventory Order Builder” and enter Customer_Request,Employee_Request in the record types

Step 9 - Updating Page Layout for Custom Metadata Types

Inventory Market Settings

• Go to the Setup → Custom Metadata Types → Inventory Market Settings

• Go to Page Layouts

• Edit Inventory Market Settings Layout

• Add all the missing fields to the page layout.

Inventory Disclaimer Settings

• Go to the Setup → Custom Metadata Types → Inventory Disclaimer Settings

• Go to Page Layouts

• Edit Inventory Disclaimer Settings Layout

• Add all the missing fields to the page layout.

Inventory Org Wide Settings

• Go to the Setup → Custom Metadata Types → Inventory Org Wide Settings

• Go to Page Layouts

• Edit Inventory Org Wide Settings Layout

• Add all the missing fields to the page layout.

Step 10 - Schedule Apex Jobs

SCB_ExpiredLicenses

• Go to the Developer Console

• From the debug menu click Open Execute Anonymous Window

• Paste the following code:

PCH.SCB_ExpiredLicenses b= new PCH.SCB_ExpiredLicenses();
System.schedule('PCH.SCB_ExpiredLicenses|| Everyday 1 AM', '0 0 1 * * ? *', b);

• Click Execute

• Verify under Setup > Scheduled Jobs that apex job SCB_ExpiredLicenses is scheduled

Step 11 - Enable the “Create Inventory Load” action

• If you are installing (first time) version v0.32.0.0 or higher then skip this step

• If you are upgrading to v0.32.0.0 or the higher version only then follow this step

1. Go to Setup → Object Manager → Inventory Order → Page Layouts

2. Click on the Employee Request page layout.

3. Make sure that Create Inventory Load is added to the layout (see screenshot below)

4. Check if the action is displayed on any Employee Request record. If not, the customer may have Dynamic Actions enabled. On the record page, click the cogwheel in the top right corner and click Edit Page.

5. In the app builder, click the header component. If you see in the right sidebar the list of actions it means dynamic actions have been enabled.

6. Scroll the sidebar and click Add Action. You can set the Advanced visibility to show the action only on the Employee Request, but it’s not mandatory - the action validates the record type and displays error message anyway.

Step 12 - Modify the Lightning Builder Layout and Inventory Transaction Item metadata

• If you are installing (first time) version v0.32.0.0 or higher then skip this step

• If you are upgrading to v0.32.0.0 or the higher version only then follow this step

1. Go to Setup → Custom Metadata → Lightning Builder Items

2. On the edit page, modify the layout of Lightning Builder Item and add Controller Class Buttons

3. Get back to the custom metadata tab and click “Manage Records”

4. Click Edit next to the Inventory Transaction Product Details

5. Enter EXT_InvTransSelectionDetailsButtons into Controller Class Buttons field

6. Save the record

7. Click Edit next to the Inventory Order Product Details

8. Enter EXT_InvOrderSelectionDetailsButtons into Controller Class Buttons field

9. Save the record