RIO Inventory

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Upgrading to 4.6

Note: Before you upgrade, if you have any existing serial products, please contact us for migration help before you apply the below configuration steps.

Note: If you are upgrading from an earlier version other than 4.3, ensure you follow the configuration steps of other available versions before 4.6

 

Configuration steps to follow after upgrading to 4.6 from 4.3:

1. Add the following fields to the corresponding page layouts:

  • Go to Setup > Object Manager > Product > Page Layouts > Product (RIO Inventory Plus) Layout
  • Drag and drop the field Serial to the Batch/Serial Information section.

 

 

  • Go to  Object Manager  > Warehouse Location > Page Layouts > Inventory Location Layout
  • Drag and drop the field Warehouse code to the Warehouse Location Detail section.

 

 

  • Go to Setup > Object Manager > Opportunity > Page Layouts >  Opportunity (RIO Inventory Plus) Layout
  • Drag and drop the field Ship To Account to the Inventory Information section.

 

 

2. Remove the picklist value Serial from the Batch/Serial Type Dropdown menu.

  • Go to Object Manager >Product > Fields and Relationships
  • Click on Batch/Serial Type
  • Under the Values section, click on Deactivate next to Serial and click OK to confirm.

 

 

3. Make the validation rule Serial_Quantity_Above_1, INACTIVE

  • Go to  Object Manager > Warehouse Inventory
  • Click on Validation Rules > Serial_Product_Quantity_Above_1
  • Click on Edit and uncheck the Active checkbox.
  • Save

 

4. For Warehouse Inventory, add the related list Inventory Serial Numbers.

  • Go to  Object Manager > Warehouse Inventory > Page Layouts > Inventory Location Product Layout
  • On the side tab, click on Related Lists
  • Drag and drop Inventory Serial Numbers under Related Lists.

 

 

5. For Opportunity, add the related list Dispatch Notes.

  • Go to  Object Manager > Opportunity > Page Layouts > Opportunity (RIO Inventory Plus) Layout
  • On the side tab, click on Related Lists
  • Drag and drop Dispatch Notes to the Related Lists section.

 

 

6. Update the RIO Inventory Configuration page as needed ( Dispatch Notes Section, if using Dispatch Notes).

 

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