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Samples and Lot Numbers


The use of product samples for product promotion by pharmaceutical companies around the world is governed by local country legislations. Siebel Samples Management maintains a samples transaction record for every sample transfer, receipt, disbursement, order, and inventory adjustment.

The following three options are available to customers who are implementing Siebel Samples Management:

  1. Use Lot numbers for samples creation, transfer, adjustment, order, disbursement, inventory, and reconciliation.
  2. This option is the default setting. It is made possible with the system preferences settings shown on the following table.

    System Preference
    Value
    Lots for Disperse Only
    FALSE
    Sample Lots Enabled
    TRUE

    NOTE:  An administrator sets system preferences by navigating to the application-level menu > View > Site Map > Application Administration > System Preferences.

  3. Use Lot numbers for samples creation, transfer, adjustment, order, disbursement, but do not use lot numbers for inventory and reconciliation.
  4. This option is made possible with the system preferences settings shown on the following table.

    System Preference
    Value
    Lots for Disperse Only
    TRUE
    Sample Lots Enabled
    TRUE

    In addition to these system preference changes, a Siebel administrator must use Siebel Tools to control product visibility associated with this behavior. For more information, see Information for Siebel Application Developers.

    NOTE:  The Lot# Tracking flag on the Product Administration screen must be checked.

  5. Do not use lot numbers for samples management at all.
  6. This option is made possible with the system preferences settings shown on the following table.

    System Preference
    Value
    Lots for Disperse Only
    FALSE
    Sample Lots Enabled
    FALSE

    The Lot# Tracking flag on the Product Administration screen does not have to be checked.


 Siebel Life Sciences Guide 
 Published: 18 April 2003