In what scenario would the system remove items from a purchase requisition template? (Adaco)

Halima Duncan

• August 27, 2018 00:00

We have noticed that products that are in our inventory and used in recipes occasionally disappeared from our purchasing templates. As a result we restricted access to templates using the template security. The small group with access did not make any changes to the templates; we noticed that products continued to disappear from the template. Please let me know if this is a technical issue that should be submitted to support, or if there are some general rules/scenario in which products would be automatically removed from purchase requisition templates.   Thanks!

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  David Fournier

  • August 27, 2018 00:00

  Good afternoon {@005D0000005WERQIA4}​,

  Thank you for your query & our apologies for the delay in responding-- we were checking into the various reasons that may cause this result.

   

  Aside of modifying the Templates themselves, marking Product Details as 'Inactive' would also result in them being removed from Templates, as well as unflagging 'In Order Guide' against the Product Details within Inventory->Maintain Guides.

   

  Product modifications can be tracked via the Product Audit Report:

  https://fc.force.com/customer/s/article/Adaco-Product-Audit-Report

   

  Currently, there is no audit against the individual items within the Guides, so it would be standard 'Edit' access against the Guides themselves:

  https://fc.force.com/customer/s/article/Adaco-User-Group-Inventory-Access-Rights

   

  Please let us know if you have any follow-up questions around this topic.

   

  Best

  David

  Fourth

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  Fourth Customer Success Portal

  • September 21, 2018 00:00

  The links to both articles in the answer above have changed.

   

  They are now:

  https://fc.force.com/customer/s/article/Purchasing-Inventory-Product-Audit-Report

  https://fc.force.com/customer/s/article/Purchasing-Inventory-Changing-Inventory-Access-Rights-in-User-Groups

   

  Best,

  Paul

  Fourth

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