The Inventory (PCH__Inventory__c) object is a parent object to Inventory Transactions and is used to store the various Inventories.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Name
Name
Text(80)
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Record Type
RecordTypeId
Record Type
Description
PCH__Description__c
TextArea
Sharing Code
PCH__Sharing_Code__c
Text(255)
User
PCH__User__c
Lookup(User)
Active
PCH__Active__c
Checkbox
Resources
Component Name
Component Type
All
List View
Employee
Record Type
Warehouse
Record Type
Inventory Layout
Page Layout
Inventory Order
The Inventory Order (PCH__Inventory_Order__c) object stores the Accounts or Contact level orders.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Order Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Account
PCH__Account__c
Lookup(Account)
Comments (Delivery)
PCH__Comments_Delivery__c
Long Text Area (32768)
Comments (Fulfillment)
PCH__Comments_Fulfillment__c
Long Text Area (32768)
Contact
PCH__Contact__C
Lookup(Contact)
Customer Approval Method
PCH__Customer_Approval_Method__c
Picklist
Delivery Address Line 1
PCH__Delivery_Address_Line_1__c
Text(255)
Delivery Address Line 2
PCH__Delivery_Address_Line_2__c
Text(255)
Delivery City
PCH__Delivery_City__c
Text(255)
Delivery Country
PCH__Delivery_Country__c
Text(255)
Delivery Date
PCH__Delivery_Date__c
Date
Delivery Date (Requested)
PCH__Delivery_Date_Requested__c
Date
Delivery Postal Code
PCH__Delivery_Postal_Code__c
Text(255)
Delivery Status
PCH__Delivery_Status__c
Picklist
Email Confirmation
PCH__Email_Confirmation__c
Checkbox
Email Confirmation Address
PCH__Email_Confirmation_Address__c
Email
External ID
PCH__External_ID__c
Text(255)
Order Date
PCH__Order_Date__c
Date
Pitcher Presentation
PCH__Pitcher_Presentation__c
Lookup(PITCHER__Pitcher_Presentation__c)
Status
PCH__Status__c
Picklist
User
PCH__User__c
Lookup(User)
Resources
Component Name
Component Type
All
List View
Customer Request
Record Type
Employee Request
Record Type
Either_Account_Or_Contact_is_required
Validation Rule
Inventory Order Layout
Page Layout
Customer Request Layout
Page Layout
Employee Request Layout
Page Layout
Inventory Order Item
The Inventory Order Item (PCH__Inventory_Order_Item__c) is a child object of the Inventory Order.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Order Item Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Owner
OwnerId
Lookup(User,Group)
Comments (Fulfillment)
PCH__Comments_Fulfillment__c
Long Text Area (32768)
External ID
PCH__External_ID__c
Text(255)
Inventory Order
PCH__Inventory_Order__c
Master Detail(Inventory_Order__c)
Pitcher External ID
PCH__Pitcher_External_ID__c
Text(255)
Execution
PCH__Pitcher_Session_ID__c
Text(255)
Product
PCH__Product__c
Lookup(Product)
Quantity (Allowed)
PCH__Quantity_Allowed__c
Number(18, 0)
Quantity (Delivered)
PCH__Quantity_Delivered__c
Number(18, 0)
Quantity (Requested)
PCH__Quantity_Requested__c
Number(18, 0)
Status
PCH__Status__c
Picklist
Batch # (Delivered)
PCH__Batch_Delivered__c
Text(255) (External ID)
Inventory Group
PCH__Inventory_Group__c
Lookup(Inventory_Group__c)
Group Type
PCH__Group_Type__c
Formula
Transaction Type
PCH__Transaction_Type__c
Formula
Resources
Component Name
Component Type
BlockInvalidQuantityRequested
Validation Rule
Inventory Order Item Layout
Page Layout
Inventory License
The Inventory License (PCH__Inventory_License__c) object is used for license validation.
Fields and Relationships
Field Label
Field Name
Data Type
Autonumber
Name
Auto Number
Account
PCH__Account__c
Lookup
Contact
PCH__Contact__c
Lookup
Country
PCH__Country__c
Text(255)
Expiration Date
PCH__Expiration_Date__c
Date
License Number
PCH__License_Number__c
Text(255)
State
PCH__State__c
Text(255)
Status
PCH__Status__c
Picklist
Resources
Component Name
Component Type
Inventory License Layout
Page Layout
Inventory Product
The Inventory Product (PCH__Inventory_Product__c) object makes a Product available for Inventory and Inventory Transactions.
Fields and Relationships
Field Label
Field Name
Data Type
Inventory Product Name
Name
Auto Number
Inactive
PCH__Invactive__c
Checkbox
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Inventory
PCH__Inventory__c
Lookup(Inventory__c)
Product
PCH__Product__c
Lookup(Product2)
Product Lot
PCH__Product_Lot__c
Lookup(Product_Lot__c)
Quantity
PCH__Quantity__c
Number(18, 0)
Unique ID
PCH__Unique_ID__c
Text(255)
Resources
Component Name
Component Type
Inventory Product Layout
Page Layout
Duplicate
Validation Rule
Inventory Transaction
The Inventory Transaction (PCH__Inventory_Transaction__c) object makes transactions (Load, Drop, Return, Adjustment & Transfer) from source inventory to recipient inventory.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Product Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Inventory
PCH__Account__c
Lookup(Account)
Comment
PCH__Comments__c
Long Text Area (32768)
Contact
PCH__Contact__c
Lookup(Contact)
Customer Approval Method
PCH__Customer_Approval_Method__c
Picklist
External ID
PCH__External_ID__c
Text(255)
Inventory (Recipient)
PCH__Inventory_Recipient__c
Lookup(Inventory__c)
Inventory (Source)
PCH__Inventory_Source__c
Lookup(Inventory__c)
Pitcher Presentation
PCH__Pitcher_Presentation__c
Lookup(PITCHER__Pitcher_Presentation__c)
Transaction Date
PCH__Transaction_Date__c
DateTime
Customer Email Address
PCH__Customer_Email_Address__c
Email
Shipment Address Line 1
PCH__Shipment_Address_Line_1__c
Text(255)
Shipment Address Line 2
PCH__Shipment_Address_Line_2__c
Text(255)
Shipment Postal Code
PCH__Shipment_Postal_Code__c
Text(255)
Shipment City
PCH__Shipment_City__c
Text(255)
Shipment Country
PCH__Shipment_Country__c
Text(255)
Status
PCH__Status__c
Picklist
Comments (Shipment)
PCH__Comments_Shipment__c
Long Text Area(32768)
Delivery Method
PCH__Delivery_Method__c
Picklist
Resources
Component Name
Component Type
All
List View
Adjustment
Record Type
Drop
Record Type
Load
Record Type
Return
Record Type
Transfer
Record Type
Adjustment Inventory Transaction Layout
Page Layout
Drop Inventory Transaction Layout
Page Layout
Load Inventory Transaction Layout
Page Layout
Return Inventory Transaction Layout
Page Layout
Transfer Inventory Transaction Layout
Page Layout
Either_Account_Or_Contact_is_required
Validation Rule
Inventory Transaction Item
The Inventory Transaction Item (PCH__Inventory_Transaction_Item__c) is a child object of Inventory Transaction.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Product Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Confirmed Quantity
PCH__Confirmed_Quantity__c
Number(18, 0)
External ID
PCH__External_ID__c
Text(255)
Inventory Product (Recipient)
PCH__Inventory_Product_Recipient__c
Lookup(Inventory_Product__c)
Inventory Product (Source)
PCH__Inventory_Product_Source__c
Lookup(Inventory_Product__c)
Inventory Transaction
PCH__Inventory_Transaction__c
Master Detail(Inventory_Transaction__c)
Oversampled Quantity
PCH__Oversampled_Quantity__c
Number(18, 0)
Product
PCH__Product__c
Lookup(Product2)
Product Lot
PCH__Product_Lot__c
Lookup(Product_Lot__c)
Product Name
PCH__Product_Name__c
Formula
Quantity
PCH__Quantity__c
Number(18, 0)
Status
PCH__Status__c
Picklist
Batch Expiration Date
PCH__Batch_Expiration_Date__c
Date
Batch #
PCH__Batch__c
Text(80)
Serial Number
PCH__Serial_Number__c
Text(80)
Pitcher External ID
PCH__Pitcher_External_ID__c
Text(255) (External ID)
Pitcher Session ID
PCH__Session_ID__c
Text(255) (External ID)
Reason
PCH__Reason__c
Picklist
Comments (Reason)
PCH__Comments_Reason
Text(255) (External ID)
Inventory Group
PCH__Inventory_Group__c
Lookup(Inventory_Group__c)
Group Type
PCH__Group_Type__c
Formula
Transaction Type
PCH__Transaction_Type__c
Formula
Initial Inventory Quantity
PCH__Initial_Inventory_Quantity__c
Number(18, 0)
New Inventory Quantit
PCH__New_Inventory_Quantity__c
Number(18, 0)
Resources
Component Name
Component Type
Inventory Transaction Item Layout
Page Layout
BlockConfirmedQuantityChange
Validation Rule
BlockInvalidQuantity
Validation Rule
BlockQuantityChange
Validation Rule
ConfirmedQuantityRequired
Validation Rule
Inventory Group
Inventory Group (PCH__Inventory_Group__c) is an object that allows grouping inventories.
Fields and Relationship
Field Label
Field Name
Data Type
Comments
PCH__Comments__c
Long Text Area(32768)
Created By
CreatedById
Lookup(User)
Inventory
PCH__Inventory__c
Lookup(Inventory)
Last Modified By
LastModifiedById
Lookup(User)
Manager
PCH__Manager__c
Text(255)
Name
Name
Auto Number
Owner
OwnerId
Lookup(User,Group)
Type
PCH__Type__c
Picklist
User
PCH__User__c
Formula (Text)
Resources
Component Name
Component Type
All
List View
Inventory Group Layout
Page Layout
Product
Product (Product2) is a standard Salesforce object.
Fields and Relationship
Field Label
Field Name
Data Type
Allow Order
PCH__Allow_Order_
Checkbox
Inventory Scan Mandatory
PCH__Inventory_Scan_Mandatory__c
Checkbox
Inventory Type
PCH__Inventory_Type__c
Picklist
Launch Date
PCH__Launch_Date__c
Date
License Validation
PCH__License_Validation__c
Checkbox
Paper Form Mandatory
PCH__Paper_Form_Mandatory__c
Checkbox
Value
PCH__Value__c
Number
Skip Acknowledgement
PCH__Skip_Acknowledgement__c
Checkbox
Skip Signature
PCH__Skip_Signature__c
Checkbox
Priority
PCH__Priority__c
Text (255)
Product Group
The Product Group (PCH__Product_Group__c) object is used to create a group of products.
Fields and Relationship
Field Label
Field Name
Data Type
Product Group Name
Name
Text(80)
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Resources
Component Name
Component Type
All
List View
Product Group Layout
Page Layout
Product Group Assignment
The Product Group Assignment (PCH__Product_Group_Assignment__c) object makes a Product available for Inventory and Inventory Transactions.
Fields and Relationship
Field Label
Field Name
Data Type
Product Group Assignment Number
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Product
PCH__Product__c
Lookup(Product2)
Product Group
PCH__Product_Group__c
Master Detail(Product_Group__c)
Product Name
PCH__Product_Name__c
Formula
Resources
Component Name
Component Type
Product Group Assignment Layout
Page Layout
Product Limit Rule
The Product Limit Rule (PCH__Product_Limit_Rule__c) object creates rules to limit the quantity while creating an Inventory Order or Inventory Transaction.
Fields and Relationship
Field Label
Field Name
Data Type
Product Limit Rule Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
End Date
PCH__End_Date__c
Date
External ID
PCH__External_ID__c
Text(255)
Product
PCH__Product__c
Lookup(Product2)
Product Group
PCH__Product_Group__c
Lookup(Product_Group__c)
Quantity Limit
PCH__Quantity_Limit__c
Number(18, 0)
Quantity per Interaction
PCH__Quantity_per_Interaction__c
Number(18, 0)
Sharing Code
PCH__Sharing_Code__c
Text(255)
Start Date
PCH__Start_Date__c
Date
Resources
Component Name
Component Type
All
List View
Product Limit Rule Layout
Page Layout
Product_or_Product_Group_is_must
Validation Rule
QPI_must_be_greater_than_one
Validation Rule
QPI_must_be_less_than_Qty_Limit
Validation Rule
StartDate_Must_Be_Less_Than_EndDate
Validation Rule
Product Limit Summary
The Product Limit Summary (PCH__Product_Limit_Summary__c) object stores a summary of the remaining quantity and value according to the Product Limit Rule.
Fields and Relationship
Field Label
Field Name
Data Type
Product Limit Summary Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Account
PCH__Account__c
Lookup(Account)
Contact
PCH__Contact__c
Lookup(Contact)
End Date
PCH__End_Date__c
Date
External ID
PCH__External_ID__c
Text(255)
Product
PCH__Product__c
Lookup(Product2)
Product Group
PCH__Product_Group__c
Lookup(Product_Group__c)
Remaining Quantity
PCH__Remaining_Quantity__c
Number(9, 0)
Remaining Value
PCH__Remaining_Value2__c
Currency(18, 0)
Sharing Code
PCH__Sharing_Code__c
Text(255)
Resources
Component Name
Component Type
All
List View
Product Limit Summary Layout
Page Layout
Either_Account_Or_Contact_is_required
Validation Rule
Product_or_Product_Group_is_must
Validation Rule
Product Lot
The Product Lot (PCH__Product_Lot__c) object makes a Product available for Inventory Transactions.
Fields and Relationship
Field Label
Field Name
Data Type
Lot Name
Name
Auto Number
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Active
PCH__Active__c
Checkbox
Batch
PCH__Batch__c
Text(80)
Expiration Date
PCH__Expiration_Date__c
Date
External ID
PCH__External_ID__c
Text(255)
Product
PCH__Product__c
Lookup(Product2)
Sharing Code
PCH__Sharing_Code__c
Text(255)
Resources
Component Name
Component Type
All
List View
Product Lot Layout
Page Layout
Inventory Question
Inventory Question (PCH__Inventory_Question__c) is a question to ask to the Sales Reps.
Fields and Relationships
Field Label
Field Name
Data Type
Active
PCH__Active__c
Checkbox
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Market
PCH__Market__c
Text(255)
Name
Name
Auto Number
Owner
OwnerId
Lookup(User,Group)
Question
PCH__Question__c
Long Text Area(32768)
Question Group
PCH__Question_Group__c
Picklist (Multi-Select)
Question Values
PCH__Question_Values__c
Long Text Area(32768)
Required
PCH__Required__c
Checkbox
Type
PCH__Type__c
Picklist
Resources
Component Name
Component Type
All
List View
Inventory Question Layout
Page Layout
Inventory Question Response
Inventory Question Response (PCH__Inventory_Question_Response__c) stores a response to the specific question made by specific user.
Fields and Relationships
Field Label
Field Name
Data Type
Answer
PCH__Answer__c
Long Text Area(32768)
Created By
CreatedById
Lookup(User)
Inventory Group
PCH__Inventory_Group__c
Lookup(Inventory Group)
Last Modified By
LastModifiedById
Lookup(User)
Name
Name
Auto Number
Owner
OwnerId
Lookup(User,Group)
Question
PCH__Question__c
Lookup(Inventory Question)
Resources
Component Name
Component Type
All
List View
Inventory Question Response Layout
Page Layout
Inventory Remote Log
Inventory Remote Log (PCH__Inventory_Remote_Log__c) stores a response to the specific question made by specific user.
Fields and Relationships
Field Label
Field Name
Data Type
Account Name
PCH__Account_Name__c
Formula
Account
PCH__Account__c
Lookup(Account)
Contact
PCH__Contact__c
Lookup(Contact)
Created By
CreatedById
Lookup(User)
Email
PCH__Email__c
Email
Error Message
PCH__Error_Message__c
Long Text Area(4000)
Inventory Email Template
PCH__Inventory_Email_Template__c
Text(255)
Inventory Link
PCH__Inventory_Link__c
URL
Inventory Order
PCH__Inventory_Order__c
Lookup(Inventory Order)
Inventory Reminder Email Template
PCH__Inventory_Reminder_Email_Template__c
Text(255)
Last Modified By
LastModifiedById
Lookup(User)
Last Reminder Date
PCH__Last_Reminder_Date__c
Date
Name
Name
Auto Number
Owner
OwnerId
Lookup(User,Group)
Payload
PCH__Payload__c
Long Text Area(4000)
Reminder Sent Count
PCH__Reminder_Sent_Count__c
Number(2,0)
Status
PCH__Status__c
Picklist
Resources
Component Name
Component Type
All
List View
Inventory Remote Log Layout
Page Layout
Custom Fields & Resources
The Pitcher Inventory Managed Package extends many custom fields to the following standard or custom SFDC objects as listed below:
Product
There are below fields and resources which has been extended to this package -
Fields and Relationship
Field Label
Field Name
Data Type
Allow Order
PCH__Allow_Order__c
Checkbox
Inventory Type
PCH__Inventory_Type__c
Picklist
Launch Date
PCH__Launch_Date__c
Date
Inventory Scan Mandatory
PCH__Inventory_Scan_Mandatory__c
Checkbox
Paper Form Mandatory
PCH__Paper_Form_Mandatory__c
Checkbox
Priority
PCH__Priority__c
Text(250)
Custom Metadata Objects
Pitcher Inventory Managed Package installs the following custom metadata objects listed below:
Inventory Market Settings
The Inventory Market Settings (PCH__Inventory_Market_Settings__mdt) object is a custom metadata type used to store the settings.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Market Settings Name
Name
Text(80)
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Active
PCH__Active__c
Checkbox
Acknowledge Process: Load
PCH__Acknowledge_Process_Load__c
Checkbox
Acknowledge Process: Transfer
PCH__Acknowledge_Process_Transfer__c
Checkbox
Allow Adjustment
PCH__Allow_Adjustment__c
Checkbox
Allow Employee Order
PCH__Allow_Employee_Order__c
Checkbox
Allow Material Drop
PCH__Allow_Material_Drop__c
Checkbox
Allow Material Request
PCH__Allow_Material_Request__c
Checkbox
Allow Return
PCH__Allow_Return__c
Checkbox
Allow Sample Drop
PCH__Allow_Sample_Drop__c
Checkbox
Allow Sample Request
PCH__Allow_Sample_Request__c
Checkbox
Allow Transfer
PCH__Allow_Transfer__c
Checkbox
Material Inventory Type
PCH__Material_Inventory_Type__c
Text(255)
Return Reasons
PCH__Return_Reasons__c
Text(255)
Sample Inventory Type
PCH__Sample_Inventory_Type__c
Text(255)
Sample Limit Enabled
PCH__Sample_Limit_Enabled__c
Checkbox
Acknowledge Reasons Mandatory
PCH__Acknowledge_Reasons_Mandatory__c
Checkbox
Return Reasons Mandatory
PCH__Return_Reasons_Mandatory__c
Checkbox
Disable Account Selection
PCH__Disable_Account_Selection__c
Checkbox
Disable Drop Outside Engagement
PCH__Disable_Drop_Outside_Engagement__c
Checkbox
Disable Request Outside Engagement
PCH__Disable_Request_Outside_Engagement__c
Checkbox
Signature Mandatory Materials Drop
PCH__Signature_Mandatory_Materials_Drop__c
Checkbox
Signature Mandatory Materials Request
PCH__Signature_Mandatory_Materials_Request__c
Checkbox
Signature Mandatory Samples Drop
PCH__Signature_Mandatory_Samples_Drop__c
Checkbox
Signature Mandatory Samples Request
PCH__Signature_Mandatory_Samples_Request__c
Checkbox
Allow Scan
PCH__Allow_Scan__c
Checkbox
Paper Form Drop Mandatory
PCH__Paper_Form_Drop_Mandatory__c
Checkbox
Paper Form Request Mandatory
PCH__Paper_Form_Request_Mandatory__c
Checkbox
Disable Account License Validation
PCH__Disable_Account_License_Validation__c
Checkbox
License Validation Mandatory
PCH__License_Validation_Mandatory__c
Text(255)
One-Time License
PCH__One_Time_License__c
Checkbox
All Inventory Adjustment Mandatory
PCH__All_Inventory_Adjustment_Mandatory__c
Checkbox
Allow Paper Form
PCH__Allow_Paper_Form__c
Checkbox
Enable Autofill
PCH__Enable_Autofill__c
Checkbox
Account Custom Email Field
PCH__Account_Custom_Email_Field__c
Text(255)
CC Email
PCH__CC_Email__c
Text(255)
Completed Status
PCH__Completed_Status__c
Text(255)
Contact Custom Email Field
PCH__Contact_Custom_Email_Field__c
Text(255)
Disable Sending Email
PCH__Disable_Sending_Email__c
Checkbox
Disable Sending Reminder Email
PCH__Disable_Sending_Reminder_Email__c
Checkbox
Expired Status
PCH__Expired_Status__c
Text(255)
Pending Status
PCH__Pending_Status__c
Text(255)
Person Account Custom Email Field
PCH__Person_Account_Custom_Email_Field__c
Text(255)
Reminder Iteration
PCH__Reminder_Iteration__c
Number(2,0)
Reminder email
PCH__Reminder_email__c
Text(255)
Remote Email Template
PCH__Remote_Email_Template__c
Text(255)
Remote Inventory Enabled
PCH__Remote_Inventory_Enabled__c
Checkbox
Remote Reminder Email Template
PCH__Remote_Reminder_Email_Template__c
Text(255)
Send Email Reminder In
PCH__Send_Email_Reminder_In__c
Picklist
Send Email Reminder Iteration In
PCH__Send_Email_Reminder_Iteration_In__c
Picklist
Adjustment Reasons
PCH__Adjustment_Reasons__c
Text(255)
Resources
Component Name
Component Type
All Fields
List View
Inventory Market Settings Layout
Page Layout
Managed Metadata Records
Default Setting
Inventory Disclaimer Settings
The Inventory Disclaimer Settings (PCH__Inventory_Disclaimer_Settings__mdt) object is a custom metadata type used to store the settings.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Disclaimer Settings Name
Name
Text(80)
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Active
PCH__Active__c
Checkbox
Available Materials Drop
PCH__Available_Materials_Drop__c
Checkbox
Available Materials Request
PCH__Available_Materials_Request__c
Checkbox
Available Samples Drop
PCH__Available_Samples_Drop__c
Checkbox
Available Samples Request
PCH__Available_Samples_Request__c
Checkbox
Disclaimer Text
PCH__Disclaimer_Text__c
Long Text Area(3000)
Language
PCH__Language__c
Picklist
Market
PCH__Market__c
Text(80)
Product
PCH__Product__c
Text(80)
Product Group
PCH__Product_Group__c
Text(80)
Account filter
PCH__Account_filter__c
Long Text Area(3000)
Block
PCH__Block__c
Checkbox
Contact filter
PCH__Contact_filter__c
Long Text Area(3000)
Product filter
PCH__Product_filter__c
Long Text Area(3000)
License filter
PCH_License_filter__c
Long Text Area(3000)
Resources
Component Name
Component Type
All Fields
List View
Inventory Disclaimer Settings Layout
Page Layout
Managed Metadata Records
Default Setting
Inventory Org Wide Settings
The Inventory Org Wide Settings (PCH__Inventory_Org_Wide_Settings__mdt) is Custom Metadata Type used to store Pitcher Inventory package-related settings.
Fields and Relationship
Field Label
Field Name
Data Type
Inventory Org Wide Settings Name
Name
Text(80)
Created By
CreatedById
Lookup(User)
Last Modified By
LastModifiedById
Lookup(User)
Active
PCH__Active__c
Checkbox
User: Field API Name for Market Setting
PCH__User_Field_API_Name_for_Market_Setting__c
Text(255)
Address Country
PCH__Address_Country__c
Text(255)
Address Postal Code
PCH__Address_Postal_Code__c
Text(255)
Address State
PCH__Address_State__c
Text(255)
Address Street
PCH__Address_Street__c
Text(255)
Address City
PCH__Address_City__c
Text(255)
User Priority
PCH__User_Priority__c
Text(80)
Account Custom Email Field
PCH__Account_Custom_Email_Field__c
Text(255)
Contact Custom Email Field
PCH__Contact_Custom_Email_Field__c
Text(255)
Enable Debugging
PCH__Enable_Debugging__c
Checkbox
Reminder Batch Days Record Old
PCH__Reminder_Batch_Days_Record_Old__c
Number(18,0)
Resources
Component Name
Component Type
All_Fields
List View
Inventory Org Wide Settings Layout
Page Layout
Managed Metadata Records
Name
Field Values
Default Setting
Active = true
User_Field_API_Name_for_Market_Setting__c= Country
Trigger Action
This custom metadata (PCH__Trigger_Action__mdt) helps set up logic that runs on trigger events.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Label
Field Values
TA_IOI_ProductLimit
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_IOI_ProductLimit
Before Delete = <blank>
Before Insert = Inventory_Order_Item
Before Update = <blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = Validate the record with ”Product Limit Summary”, ”Product Limit Rule” and update the "Quantity (Allowed)"
Flow Name = <blank>
Sequence = 1.0
Required Permission = <blank>
TA ITI Acknowledgement Process
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_ITI_AcknowledgementProcess
Before Delete = <blank>
Before Insert = Inventory_Transaction_Item
Before Update = <blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = Update the Inventory Transaction Items status based on the Acknowledgement Process
Flow Name = <blank>
Sequence = 1.0
Required Permission = <blank>
TA_ITI_ConfirmQuantity
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_ITI_ConfirmQuantity
Before Delete = <blank>
Before Insert = <blank>
Before Update = Inventory_Transaction_Item
Bypass Execution = true
Bypass Permission = <blank>
Description = Update the Inventory Transaction Item' Confirmed Quantity when the status is Confirmed for Load and Transfer type Inventory Transactions
Flow Name = <blank>
Sequence = 1.0
Required Permission = <blank>
TA_ITI_ProductLimit
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_ITI_ProductLimit
Before Delete = <blank>
Before Insert = Inventory_Transaction_Item
Before Update = <blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = Validate the record with "Product Limit Summary", and "Product Limit Rule" and update the "Quantity (Allowed)"
Flow Name = <blank>
Sequence = 1.0
Required Permission = <blank>
TA_ITI_ReusableQueries_BI
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_ITI_ReusableQueries.Service
Before Delete = <blank>
Before Insert = Inventory_Transaction_Item
Before Update = <blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = Reusable Queries
Flow Name = <blank>
Sequence = 0.0
Required Permission = <blank>
TA_ITI_ReusableQueries BU
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_ITI_ReusableQueries.Service
Before Delete = <blank>
Before Insert = <blank>
Before Update = Inventory_Transaction_Item<blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = Reusable Queries
Flow Name = <blank>
Sequence = 0.0
Required Permission = <blank>
TA_InventoryProduct_generateUniqueID
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_InventoryProduct_generateUniqueID
Before Delete = <blank>
Before Insert = Inventory_Product
Before Update = <blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = generate unique ID (Before Insert)
Flow Name = <blank>
Sequence = 10.0
Required Permission = <blank>
TA_InventoryProduct_generateUniqueID_upd
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_InventoryProduct_generateUniqueID
Before Delete = <blank>
Before Insert = <Blank>
Before Update = Inventory_Product
Bypass Execution = false
Bypass Permission = <blank>
Description = Generate a unique ID (Before Update)
Flow Name = <blank>
Sequence = 10.0
Required Permission = <blank>
TA_Inventory_ValidateActiveEmployees_BI
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_Inventory_ValidateActiveEmployees
Before Delete = <blank>
Before Insert = Inventory
Before Update = <Blank>
Bypass Execution = false
Bypass Permission = <blank>
Description = Validate Active Employees
Flow Name = <blank>
Sequence = 10.0
Required Permission = <blank>
TA_Inventory_ValidateActiveEmployees_BU
After Delete = <blank>
After Insert = <blank>
After Undelete = <blank>
After Update = <blank>
Flow Recursion = false
Class Name = TA_Inventory_ValidateActiveEmployees
Before Delete = <blank>
Before Insert = <Blank>
Before Update = Inventory
Bypass Execution = false
Bypass Permission = <blank>
Description = Validate Active Employees
Flow Name = <blank>
Sequence = 10.0
Required Permission = <blank>
TA_ITI_UpdateInventoriesUpdate
Trigger Action for Inventory Transaction Item for Updating Inventory on update event
TA_ITI_UpdateInventoriesInsert
Trigger Action for Inventory Transaction Item for Updating Inventory on insert event
TA_ITI_ConfirmQuantity_Insert
Populating Confirmed Quantity on Insert
Trigger Object Settings
This custom metadata (PCH__Trigger_Object_Settings__mdt) is used to set up the Trigger Action Framework for any object.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Label
Field Values
Inventory Order Item
Bypass Execution = false
Bypass Permission = <blank>
Class Name Flow Input = <blank>
Object = PCH__Inventory_Order_Item__c
Required Permission = <blank>
Inventory Transaction Item
Bypass Execution = false
Bypass Permission = <blank>
Class Name Flow Input = <blank>
Object = PCH__Inventory_Transaction_Item__c
Required Permission = <blank>
Inventory Product
Bypass Execution = false
Bypass Permission = <blank>
Class Name Flow Input = <blank>
Object = PCH__Inventory_Product__c
Required Permission = <blank>
Inventory
Bypass Execution = false
Bypass Permission = <blank>
Class Name Flow Input = <blank>
Object = PCH_Inventory__c
Required Permission = <blank>
Lightning Builder Types
This custom metadata (PCH__Lightning_Builder_Type__mdt) defines objects for which lightning builder is used.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Label
Field Values
PCH__Inventory_Order__c
N/A
PCH__Inventory_Transaction__c
N/A
Lightning Builders
This custom metadata (PCH__Lightning_Builder__mdt) is the main part of the Lightning Builder configuration.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Inventory Order Builder
Inventory Transaction Builder
Lightning Builder Items
This custom metadata (PCH__Lightning_Builder_Item__mdt) defines the builder steps of each builder.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Inventory Order Details
Inventory Order Product Details
Inventory Order Product Selection
Inventory Transaction Details
Inventory Transaction Product Details
Inventory Transaction Product Selection
Lightning Builder Table Items
This custom metadata (PCH__Lightning_Builder_Table_Item__mdt) defines the details of each builder step.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Inv Order Product Selection Inv Type
Inv Order Product Selection Prod Active
Inv Order Product Selection Product
Inventory Order Item Product
Inventory Order Item Quantity
Inventory Order Item ProdGroup
Inventory Order Item ProdGroupId
Inventory Order Item ProdGroupQtyLimit
Inventory Order Item ProdGroupValLimit
Inv Order Item Allowed Quantity
Inv Trans Product Selection Product
Inv Transaction Item Allowed Quantity
Inv Transaction Item InvQuantity
Inv Transaction Item Lot
Inv Transaction Item Product
Inv Transaction Item Quantity
Inv Transaction Item ProdGroup
Inv Transaction Item ProdGroupId
Inv Transaction Item ProdGroupQtyLimit
Inv Transaction Item ProdGroupValLimit
Lightning Builder Allocation Items
This custom metadata (PCH__Lightning_Builder_Allocation__mdt) defines the details of each builder step.
Fields and Relationships
Fields and Relationships are part of Pitcher Apps.
Managed Metadata Records
Inventory Order Customer Request
Inventory Order Employee Request
Inventory Transaction Adjustment
Inventory Transaction Drop
Inventory Transaction Load
Inventory Transaction Return
Inventory Transaction Transfer
Custom Tabs
Pitcher Inventory Managed Package installs Inventories, Inventory Orders, Inventory Transactions, Inventory Licenses, Inventory Groups, Inventory Questions, Product Groups, Product Limit Rules, Product Limit Summaries, and Product Lots custom tabs, which are not assigned to any specific App but appear from App Launcher (in Lightning Mode) and All Tabs (in Classic Mode).
Apex Classes
Pitcher Inventory Package installs the following Apex Classes that are used for the background logic and calculations -
TA_ITI_ConfirmQuantity
TA_ITI_ProductLimit
TA_ITI_AcknowledgementProcess
TA_ITI_ReusableQueries
TA_ITI_UpdateInventoriesInsert
TA_ITI_UpdateInventoriesUpdate
TA_IOI_ProductLimit
TA_InventoryProduct_generateUniqueID
TA_Inventory_ValidateActiveEmployees
SYS_Inventory_Constants
SYS_Inventory_Utility
SYS_ProductLimit_Utility
SCB_ExpiredLicenses
CTL_CreateInvTransactionFromInvOrder
TRH_InventoryProduct
TRH_InventoryTransactionItem
TRH_Inventory
EXT_InvOrderBuilderSelectionDetails
EXT_InvTransBuilderSelectionDetails
EXT_InvTransSelectionDetailsButtons
EXT_InvOrderSelectionDetailsButtons
Apex Triggers
Pitcher Inventory Managed Package installs the following Apex Triggers as listed below -
Name
Object
Description
InventoryOrderItemTrigger
PCH__Inventory_Order_Item__c
This includes a logic run on trigger event on the PCH__Inventory_Order_Item__c object
InventoryProductTrigger
PCH__Inventory_Product__c
This includes a logic run on trigger event on the PCH__Inventory_Product__c object
InventoryTransactionItemTrigger
PCH__Inventory_Transaction_Item__c
This includes logic run on trigger event on the PCH__Inventory_Transaction_Item__c object
InventoryTrigger
PCH_Inventory__c
This includes logic run on trigger event on the PCH_Inventory__c object
Lightning Web Components
Pitcher Inventory Managed Package installs the following LWC as listed below -
Name
Description
createInvTransactionFromInvOrder
Headless action for Inventory Order that creates Inventory Transaction type load with a copy of the order data.
Quick Action
Pitcher Inventory Managed Package installs the following Quick Actions as listed below -
Name
Description
Create Inventory Load
Calls the Lightning Web Component createInvTransactionFromInvOrder
Custom Permission
Custom Permissions are used to configure permissions for custom features.
Name
Description
Inventory Admin
Used to skip the below validation rules for the users who have this custom permission assigned -
BlockConfirmedQuantityChange
BlockQuantityChange
Permission Sets
Pitcher Inventory Managed Package installs the following permission sets that are used for proper access on Pitcher application usage:
PITCHER_Inventory_Admin - This permission set is used to set administrator permissions for back-end (Salesforce) usage.
PITCHER_Inventory_Operations - This permission set is used to set permissions for the operational use of back-end (Salesforce) usage.
PITCHER_Inventory_Rep - This permission set is used to set permissions for front-end users.
Operations users are assumed to be managing content for the field team, and Reps are the regular users in the field using Pitcher.
