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Allocating Samples to End Users

Use the Allocation Detail page to allocate samples to an end user.

For adding multiple allocation records, it is recommended that the samples administrator create an import file (mapping end users to product allocations), and then load the data into Oracle CRM On Demand.

Before you begin. To allocate samples to end users, your user role must include the Enable Basic Samples Operations privilege.

To allocate samples to an end user

  1. On the Allocation List page, drill down on the Allocation Type field to open the allocation record that you want.
  2. On the Allocation Detail page, click the Lookup icon beside the Owner field, and select the end user. Click Save.

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