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Enabling Inventory Reconciliation Without Lot Numbers

As discussed in Managing Pharma Samples Siebel Pharma allows you to create sample products and associate lot numbers with the samples, then ship and disburse samples by lot numbers while maintaining and reconciling inventory without lot numbers.

Retaining Sample Product Visibility

To allow inventory without lot numbers while retaining sample product visibility, the administrator must do the following:

• Use Siebel Tools to reconfigure fields and replace business components
• Set the value of the Lots For Disperse Only system preference to TRUE
• Check the Lot# Tracking flag in the Product Administration screen
• Use the newly complied SRF.

To reconfigure fields and replace business components

1. Open Siebel Tools.
2. Choose View > Object Explorer > Flat tab.
3. Select Fields, and in the Fields list, query in the Picklist Column for PickList Pharma Samples Stocked Lots.
4. Lock each project by choosing Tools > Lock Project.
5. In the Picklist column, replace each occurrence of PickList Pharma Samples Stocked Lots with Picklist Pharma All Unexpired Lots.
6. Choose View > Object Explorer > Types tab.
7. Select Applet, and in the Applet list, query for any applet with the value Pharma Stocked Lot Pick Applet.
8. For each occurrence, set the Business Component to Pharma Sample Lot for Picklist.
9. Compile the SRF.

To change the system preferences and enable Lot# tracking:

1. Logon to the Pharma web client as an administrator.
2. Navigate to the Application Administration screen > System Preferences view.
3. Query for the following System Preference Name records:
   • Lots For Disperse Only
   • Samples Lots Enabled
4. Set the System Preference Value for each of these records to TRUE.
5. Navigate to the Product Administration screen > Products view, and check the Lot# Tracking flag for each product that requires inventory reconciliation of samples without lot numbers.
6. Logoff the Pharma web client.

To use the newly compiled SRF

1. Stop the Siebel Server.
2. Copy the newly compiled SRF to the \siebsrvr\objects\enu folder.
3. Restart the Siebel Server.