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How Siebel Samples Work with Calls

This topic describes how Siebel Samples work with the Contact Call Detail and Account Call Detail views. For more information about recording calls, see To view sample requests allocated.

NOTE:  If the Disburse on Signature Capture system parameter is set to TRUE, the application decrements the inventory count for Samples Dropped only when the user taps the Save button on Signature Capture view. If samples were dropped, tapping the Submit button creates a Samples Transaction History record only if the Disburse on Signature Capture system parameter is set to FALSE.

When you select the Submit button in either the Contact Call and Account Call forms, the application verifies that:

• The call's date and time is the same as or earlier than the current date and time. A call cannot be submitted with a future date.

If dropped samples are recorded for the call, the application checks that:

• The Ref# field is not empty. This is controlled by the user properties setting. If the user property for reference number required is set to Y, then the application displays an error message if this field is not populated by the user. Otherwise, the application will automatically populate this field.
• The samples exist in the inventory for the period indicated by the call's date and time.
• The period into which the samples will be recorded is an unreconciled period. If it is a reconciled period, a warning message appears.
• A valid lot number has been specified for dropped samples tracked by lot number.

If the call passes these checks, the application:

1. Creates a samples disbursement transaction with a line item for each dropped sample recorded for the call.
2. Submits a disbursement transaction to update the samples inventory. If the submission of the disbursement transaction is successful, the application changes the call's Status field to Submitted.
3. If sample are requested (direct send), a new Disbursement Request transaction is created.
4. Converts many fields in the call record to read-only.

   An administrator can change the fields that become read-only after a call is submitted.

   NOTE:  If attendees are recorded in an account call, an attendee call is created for each attendee, and the process described in the previous paragraph is performed for each attendee call. Attendee calls are the same as contact calls except that they do not appear in the Activities view and they are submitted automatically when the account call is submitted.