Bookshelf v7.5: Defining Internal Products

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Defining Internal Products

Use the Product Administration view to enter and update information about your company's internal products, promotional items, competitive products, markets (therapeutic classes), and compounds under clinical trial. Siebel Life Sciences stores the information entered in this view in the internal product table (S_PROD_INT). For more information, see How Siebel Life Sciences Stores Product Information.

To create a new internal product, you create a new record in the Product Administration view. In creating a new internal product you specify:

Product categorization settings. Use the values described in Table 17 to categorize new products, or create market (therapeutic class) records.

Samples and promotional items settings. Use the values described in Table 18 to define samples and promotional items.

NOTE: If you plan on tracking your samples inventory or samples disbursements using lot numbers, create lot numbers for samples. For more information, see Defining Lot Numbers.

Product Categorization Settings

You categorize products or create market (therapeutic class) records using the Product Administration field values described in Table 17.

Table 17. Recommended Product Categorization Settings
Record Type	Product Level Field	Type Field	Inventory Field	Orderable Field	Sales Product Field	Sales Service Field
Market (therapeutic class)	1	Market	Null	Null	Null	Null
Detailed product. Product associated with call details, meetings, formularies, objectives, or opportunities	2	Detail	Null	Null	Selected	Null
Competitive product. For more information, see About the External Product Table.	2	Competitor	Null	Null	Null	Null
Sample products disbursed on contact calls or account calls *	3	Sample	Null if tracking by lot number Selected if tracking by product name	Selected	Selected	Null
Promotional item disbursed on contact calls or account calls *	5	Promotional Item	Selected (if desired)	Selected	Null	Null
Equipment, medical, or surgical devices	Null	Null	Null	Selected	Selected	Null
Services	Null	Null	Null	Selected	Selected	Selected
Product configuration models	Null	Null	Null	Selected	Selected	Null
Product available for clinical trial	Null	Compound	Selected (if desired)	Null	Null	Null
* If the product will be tracked by lot number, you must specify additional settings, as described in About Samples and Promotional Items Settings.

About Samples and Promotional Items Settings

FDA regulations stipulate that samples disbursements must be tracked by lot number. However, it is not required that the actual samples inventory be tracked by lot number. Using Table 18:

Locate a product type and description that matches the product you are creating.

Configure the Inventory, Lot # Tracking, and Inventory by Lot fields using the values described in the last three columns.

For more information on defining lot numbers, see Defining Lot Numbers.

Table 18. Sample and Promotional Items Settings
Product Type	Description	Inventory Field (Product Administration View)	Lot # Tracking Field (Product Administration View)	Inventory by Lot Field (Lot Setup View)
Samples	Full tracking by lot number: Samples disbursements tracked by lot number Samples inventory tracked by lot number No tracking by product name.	Null	Selected	Selected
Samples	Partial tracking by lot number: Samples disbursements tracked by lot number Samples inventory not tracked by lot number No tracking by product name.	Null	Selected	Null
Samples	Full tracking by product name: Samples disbursements tracked by product name Samples inventory tracked by product name No lot number tracking.	Selected	Null	Null
Samples	Partial tracking by product name: Samples disbursements tracked by product name Samples inventory not tracked by product name No lot number tracking.	Null	Null	Null
Promotional-items	Full tracking by product name: Promotional-items disbursements tracked by product name Promotional-items inventory tracked by product name	Selected	Null	Null
Promotional-items	Partial tracking by product name: Promotional-items disbursements tracked by product name Promotional-items inventory not tracked by product name	Null	Null	Null

To add an internal product or a market

From the application-level menu, choose View > Site Map > Product Administration > Product Administration.

In the Products list, add a record and complete the necessary fields.

Some fields are described in the following table.


Field	Comments
Name	The name of the product, promotional item, or market (therapeutic class). If this product also exists in the external product table, this name must match the product name in the External Product Administration view. For more information, see Defining External Products. If this product will be tracked in inventory, either by product name or by lot number, include both the product name and the dosage (for example, Axis 2mg).
Part #	The part number of this product. If a product image will be displayed on a Web site created with Siebel Life Sciences portals, do not include spaces or special characters in the part number.
Type	The type of product being added. For the recommended settings, see Table 17. If this product also exists in the external product table, select Competitor so that the products will match up correctly.

In the More Info form, click the show more button and complete the necessary fields.

Some fields are described in the following table.


Field	Comments
Lot # Tracking	Applies only to products that will be disbursed as samples. Select this field if the product will be tracked by lot number, either for purposes of disbursement tracking or for inventory tracking. If you select this field: You must define lot numbers for the product as described in Table 18. For more information on defining lot numbers, see Defining Lot Numbers. You should not check the Inventory field. This field is read-only if the Samples Lots Enabled system preference is set to FALSE.
Inventory	Applies to products that will be tracked in inventory by product name rather than by lot number. If you check this field, you should not check the Lot # Tracking field. For more information, see Table 17 and then Table 18.
Orderable	Select this field for any product or service that may be included in a samples order or in a sales order. For more information, see Table 17.
Parent Product	The parent product of this product within the product hierarchy. Products that will be disbursed as samples should have a parent product. A parent product may be a market (therapeutic class).
Product Level	Enter the appropriate value according to your product hierarchy. For the recommended setting, see Table 17. If this product also exists in the external product table, enter 2 so that the products will be matched up correctly.
Therapeutic Class	The therapeutic class (or market) of the product. There is no functionality associated with this drop-down list. Market type (or therapeutic class) functionality is tied to the Parent Product field; a new market is added by creating a new record in the Products view and setting the Type field to Market.
Sales Product	Check this field (and the Orderable field) for any product or service that your company actually sells (and will therefore be included in a sales order). For more information, see Table 17.
UoM	Unit of measure; that is, the measure by which the product is sold or marketed.
WAC	Wholesaler average cost; that is, the average wholesale cost of the product.

For more information on specifying additional product information, see Specifying Additional Product Information.

To make a product inactive

From the application-level menu, choose View > Site Map > Product Administration > Product Administration.

In the Products list, select the product that you want to make inactive.

In the Products form, click the show more button and clear the following fields:

Product Level

Type

Lot # Tracking

Inventory

Orderable

Sales Product

After end users synchronize with the server, they will not see the product in any drop-down list or dialog box. However, they will see the product listed in views that display products.