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Working with the Sample Lot Homepage

The Sample Lot Homepage is the starting point for managing sample lots. This page displays information that is relevant to you.

NOTE: Your company administrator can customize the layout of your Sample Lot 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 lots, your user role must include the Enable Basic Samples Operations privilege.

Creating a Sample Lot

You can create a new sample lot by clicking the New button in the Recently Viewed Sample Lots section. For more information, see Creating Records and Sample Lot Fields.

Working with Sample Lot Lists

The Sample Lot 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 lots.

Sample Lot List

Filters

All Sample Lots

All sample lots to which you have visibility, regardless of who owns the sample lot.

NOTE: Only sample lots that are being tracked by lot number in the inventory are displayed in the All Sample Lots list (see Sample Lot Fields for more information).

Recently Modified Sample Lots

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

NOTE: Only sample lots that are being tracked by lot number in the inventory are displayed in the Recently Modified Sample Lots list (see Sample Lot Fields for more information).

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 Lots

The Recently Modified Sample Lots section shows the sample lots most recently modified.

Click Show Full List to expand the list.

Adding Sections to Your Sample Lot Homepage

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

  • Recently Created Sample Lots
  • Recently Modified Sample Lots
  • My Recently Created Sample Lots
  • My Recently Modified Sample Lots
  • Additional report sections (Your company administrator can make report sections available for display on your Sample Lot Homepage.)

To add sections to your Sample Lot Homepage

  1. On the Sample Lot Homepage, click Edit Layout.
  2. On the Sample Lot Homepage Layout page, use the directional arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Topics

See the following topics for related information about sample lots:


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