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How Siebel Samples Management Works with Calls

This section describes how Siebel Samples Management works with the Contact Call Detail and Account Call Detail views. For more information on recording calls, see Planning and Recording Calls in Siebel Pharma Handheld.

When you select the Submit button in either the Contact Call and Account Call forms, the application verifies that:

• The call's date and time is the same as or earlier than the current date and time. A call cannot be submitted with a future date.

If dropped samples are recorded for the call, the application checks that:

• The Ref# field is not empty. This is controlled by the user properties setting. If the user property for reference number required is set to Y, then the application displays an error message if this field is not populated by the user. Otherwise, the application will automatically populate this field.
• The samples exist in the inventory for the period indicated by the call's date and time.
• The period into which the samples will be recorded is an unreconciled period. If it is a reconciled period, a warning message appears.
• A valid lot number has been specified for dropped samples tracked by lot number.

If the call passes these checks, the application:

• Creates a samples disbursement transaction with a line item for each dropped sample recorded for the call.
• Submits a disbursement transaction to update the samples inventory. If the submission of the disbursement transaction is successful, the application changes the call's Status field to Submitted.
• Converts many fields in the call record to read-only.

  An administrator can change the fields that become read-only after a call is submitted.

  NOTE:  If attendees are recorded in an account call, an attendee call is created for each attendee, and the process described above is performed for each attendee call. Attendee calls are the same as contact calls except that they do not appear in the Activities view and they are submitted automatically when the account call is submitted.