Get to know the exact amount of unsold quantity of inventory available with partners by creating partner unsold inventory (PUI) records from approved transaction journals.
Required Editions
| Available in: Enterprise, Professional, and Unlimited Editions with the Channel Revenue Management add on |
| User Permissions Needed | |
|---|---|
| To create partner unsold inventory records | Channel Partner Inventory Admin User |
Run either of these Data Processing Engines (DPEs) to create Partner Unsold Inventory (PUI) records and accurately calculate the remaining quantity of inventory.
| Create Partner Unsold Inventory Records DPE | Simply create PUI records to track all unsold inventory available with partners. Process approved transaction journals and create records for Partner Unsold Inventory records. |
| Create Partner Unsold Inventory Records Based On Eligible Programs DPE | Create PUI records to track unsold inventory based on their eligibility for the ship and debit and price protection programs. Process approved transaction journal and related rebate program details to create records for Partner Unsold Inventory records. |
For more information, see Data Processing Engine Templates with Channel Partner Inventory Tracking.
To manually create a PUI record:
- From the App Launcher, find and select Partner Unsold Inventories.
- Click New.
- Select the Product and Account.
- Enter the per unit price of the product as entered in the corresponding transaction journal record.
- Enter the original quantity of the product as entered in the corresponding transaction journal record.
- In the Transaction Reference field, select the transaction journal from which you want to use the data to create the Unsold Partner Inventory records.
- Save the information.
- Calculate Remaining Inventory Quantity
Compute the remaining quantity of products available with the partners using the partner unsold inventory ledger records. This quantity is based on the point of sale documents debited to the transaction record.