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Monitoring Sample Activities

The samples administrator is responsible for the samples inventory of the company and making sure that it complies with regulatory rules and regulations.

Before you begin. To monitor sample activities, your user role must be assigned administrative responsibilities and must include the following privileges:

  • Enable Basic Samples Operations privilege
  • Enable Samples Adjustment privilege

To monitor samples activities, click the list that you want to monitor in the Sample Transaction List section on the Sample Transaction Homepage. The following table describes the purpose of each list.

Sample Transaction List

Filters

Disbursement Transactions

Shows all samples that were submitted and dropped.

Monitoring this list allows the samples administrator to review all samples that have been dropped.

Sent Transactions

Shows all samples that were submitted and transferred.

Monitoring this list allows the samples administrator to review all samples returned or shipments transferred between end users.

Received Transactions

Shows all samples that were submitted and received.

Monitoring this list allows the samples administrator to review received shipments between end users.

Adjustment Transactions

Shows all adjustment transactions that have been submitted.

Monitoring this list allows the samples administrator to review all types of adjustment transactions that have been submitted by end users and samples administrators to reconcile discrepancies between physical counts and records in Oracle CRM On Demand.

Lost Transactions

Shows all lost samples that were submitted as adjustments.

Monitoring this list allows the administrator to review the samples that have been lost.

For information on viewing or creating these lists, see Working with Lists and Creating and Refining Lists.

To view a list, click the list name.

To create a new list, click New.

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.


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