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Monitoring Samples Activities


As the samples administrator you are responsible for your company's samples inventory and making sure it complies with regulatory rules and regulations. Use the views described in Table 18 to monitor samples activity across the enterprise.

To access monitor samples activities

  1. Navigate to the Samples Administration screen.
  2. On the link bar, click one of the view names listed in the left column of Table 18.

NOTE:  The views discussed in Table 18 are read-only and appear only when you are connected to the server.

Table 18. Administrator Views for Monitoring Samples Activity
View
Description

Inventory Count

Shows samples inventory counts that have been submitted within the enterprise.

Inventory Adjustments

Shows inventory adjustments for the organization. Adjustment transactions can be submitted by end users or by the samples administrator to resolve discrepancies between physical and electronic inventory counts. Adjustment transactions provide a clear audit trail of samples inventory adjustments.

Received Samples

Shows samples receipt transactions submitted by end user. The Line Items list shows the line items of the samples receipt currently selected in the Samples Receipts list.

This view allows the administrator to review sent shipments between end users.

Sample Discrepancies

Shows samples receipts submitted by users in which the received quantity did not match the shipped quantity. The Line Items list shows the line items for the receipt currently selected in the Sample Discrepancies list.

This view allows the administrator to make sure that samples are not being diverted.

Samples History

Shows a list of samples transactions. Be aware that:

  • If a Contact record is removed, the application removes that name from all lists that reference that contact's name in the S_CONTACT table. This can cause the name fields in Samples History records to appear empty. Use caution when deleting Contacts records.
  • Drilling down on the Transaction # takes users to the view where the transaction was created. In order to assure that users can take advantage of these hyperlinks, they must have the destination view for product hyperlinks in their responsibilities.

Samples Orders

Shows samples order transactions submitted by end users or their managers. The Line Items list shows the line items of the samples order currently selected in the Samples Orders list.

This view allows the administrator to review samples order sent from end users.

Sent Samples

Shows samples transfer transactions submitted. The Line Items list shows the line items of the samples transfer currently selected in the Sent Samples list.

This view allows the administrator to review samples returns or shipments sent between end users.

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