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Working with the Sample Transaction Homepage

The Sample Transaction Homepage is the starting point for managing sample transactions.

NOTE: Your company administrator can customize the layout of your Sample Transaction Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Before you begin. To work with sample transactions, your user role must include the Enable Basic Samples Operations privilege and the Enable Samples Adjustment privilege.

Creating a Sample Transaction

You can create a new sample transaction by clicking the New button in the Recently Modified Sample Transactions section. For more information, see Creating Records and Sample Transaction Fields.

You can create the following types of sample transactions:

You cannot create the following types of sample transactions because Oracle CRM On Demand generates them automatically whenever sales representatives drop samples during sales calls:

  • Disbursement transactions. You can view disbursement transactions. If changes are required for a disbursement transaction, you must create a new inventory adjustment transaction. For more information, see Viewing Disbursement Transactions.
  • Received transactions. End users must acknowledge the receipt of samples. If a sales representative receives a quantity of samples that was different from the quantity sent to her, an inventory adjustment transaction must be created to record the discrepancy. For more information, see Acknowledging Receipt of the Sample Inventory.

Working with Sample Transaction Lists

The Sample Transaction List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for sample transactions.

Sample Transaction List

Filters

All Sample Transactions

All sample transactions to which you have visibility, regardless of who owns the sample transaction.

Adjustment Transactions

All sample transactions with your name in the Owner field that are of the type, Inventory Adjustment.

Disbursement Transactions

All sample transactions with your name in the Owner field that are of the type, Disbursement.

Discrepancy Transactions

All sample transactions with your name in the Owner field that have a status of Processed with Discrepancy.

Lost Transactions

All sample transactions with your name in the Owner field that are of the type, Inventory Adjustment, with a reason of Lost.

Received Transactions

All sample transactions with your name in the Owner field that are of the type, Transfer In.

Recently Modified Sample Transactions

All sample transactions with your name in the Owner field, sorted by the modified date.

Sent Transactions

All sample transactions with your name in the Owner field that are of the type, Transfer Out.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recent Sample Transactions

The Recently Modified Sample Transactions section shows the sample transactions most recently modified. Click the Show Full List link to expand the list.

Adding Sections to Your Sample Transaction Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Sample Transaction Homepage:

  • Recently Created Sample Transactions
  • Recently Modified Sample Transactions
  • My Recently Created Sample Transactions
  • My Recently Modified Sample Transactions

To add sections to your Sample Transaction Homepage

  1. On the Sample Transaction Homepage, click Edit Layout.
  2. On the Sample Transaction Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page. Then click Save.

Related Topics

See the following topics for related information about sample transactions:


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