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Enabling Inventory Reconciliation Without Lot Numbers

As discussed in Managing Pharma Samples Siebel Pharma allows you to create sample products and associate lot numbers with the samples, then ship and disburse samples by lot numbers while maintaining and reconciling inventory without lot numbers.

Retaining Sample Product Visibility

To allow inventory without lot numbers while retaining sample product visibility, the administrator must do the following:

• Set the value of the Lots For Disperse Only system preference to TRUE
• Check the Lot# Tracking flag in the Product Administration screen
• Use Siebel Tools to reconfigure fields and replace business components

To enable inventory and reconciliation of samples without lot numbers

1. Navigate to the Application Administration screen > System Preferences view.
2. In the System Preference Name list, locate and select the Lots for Disperse Only record.
3. Change the field value to TRUE.
4. Verify that Sample Lots Enabled system preference is set to TRUE.
5. Navigate to Product Administration and check the Lot# Tracking flag.
6. Open Siebel Tools.
7. Choose View > Object Explorer > Flat tab.
8. Select Field, query for any Field with the value Picklist Pharma Samples Stocked Lots, and replace each occurrence with Picklist Pharma All Unexpired Lots.
9. Select Applet, query for any applet with the value Pharma Sample Stocked Lots Pick List Applet-CE, and replace each occurrence with Pharma Sample Lot for Picklist.
10. Select Applet, query for any applet with the value Pharma Stocked Lot Pick Applet and replace each occurrence with Pharma Sample Lot for Picklist.
11. Compile SRF.