Bookshelf v7.5: 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 8 to monitor samples activity across the enterprise.

NOTE: The views discussed in Table 8 are read-only and appear only when you are connected to the server.

Table 8. 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 the 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 Samples Adjustment list. 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 shipments sent between end users.