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Managing Sample Records in Siebel Pharma Handheld Applications

Administrators can manage sample records using either Siebel Pharma Handheld or Siebel Life Sciences, but they must not use both. In order to keep sample records synchronized, users must be prevented from submitting a samples transaction on the when the same record is still editable on their handheld device.

When a user submits a record, the status changes to Submitted and it becomes read-only, meaning no additional operations are allowed on the record. By updating a user property and writing two small Visual Basic scripts, you can specify that synchronized records are also read-only.

• First, the administrator changes the value of the user property Update Status To Synchronized to Y.

  Making this change invokes the UpdateStatusToSynchronized method on the Sample Txn business component.

• Then, the administrator writes a small Visual Basic script for this method to change the status on the Sample Txn to Synchronized.
• Finally, the administrator writes another Visual Basic script to specify that the record becomes read-only when its status changes to Synchronized.

  This prevents users from accidentally submitting the sample transactions on the server while the same record is still editable on their handheld device.

Sample transactions are not logged upon submitting a sample drop. They only appear on the handheld device after synchronization.

NOTE:  The Disburse on Signature Capture system parameter is set to TRUE by default. This means that when the user clicks the Save button on the Signature Capture view, the application decrements the inventory count for samples dropped only. For promotional items dropped, the transaction records are generated when submitting the call.