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Allocation Fields

Use the Allocation Edit page to add an allocation or update details for an existing allocation. The Allocation Edit page shows the complete set of fields for an allocation.

TIP: You can also edit allocations on the Allocation List page and the Allocation Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the allocation fields.

Field

Description

Allocation Type

The allocation name is defined by the samples administrator. It must be unique. Some examples include:

  • Sample Allocation
  • Promotional Item Allocation

Active

The status of the allocation can be one of the following:

  • Active. Indicates that the end date for the allocation period has not yet occurred.
  • Inactive. Indicates that the allocation period has completed and the end date has been reached.

Owner

The owner of the allocation record. This is the person to whom the samples administrator assigns the allocation.

Sample

The product sample associated with this allocation.

NOTE: When creating a new allocation record, only products that are categorized as samples (that is, products of the category type, Samples Dropped) can be entered in this field.

Max Qty

The maximum quantity of product allowed to drop off for a call.

NOTE: When dropping off samples or promotional items, a warning message will display if you exceed or are nearing the Max Qty value.

Allocation Qty

The maximum quantity of product allowed to drop off within the allocation period.

Max Qty Per Customer

The maximum quantity of product allowed to drop off to a contact within the allocation period.

NOTE: When dropping off samples or promotional items to a contact, a warning message will display if you exceed or are within 10% of the Max Qty Per Customer value.

Start Date

The start date for this allocation.

End Date

The end date for this allocation.

Stop Sampling

A check box to indicate whether to continue delivering samples:

  • If selected, then sample drops are no longer allowed.
  • If not selected, then sample drops are allowed.

Order By

This field allows sales representatives to view their allocations in a specified order.

Related Topics

See the following topics for related information about allocations:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.