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Acknowledging Receipt of a Samples Transfer in Pharma Handheld

Siebel Samples Management supports two ways of electronically moving samples inventory:

• By creating a samples transfer (see Creating a Samples Transfer in Pharma Handheld.)
• By creating a samples order (see Creating a Samples Order in Pharma Handheld.)

In either case, the application creates a samples transfer transaction and routes it to the recipient for acknowledgement. After the recipient submits a receipt, the application transfers the new inventory into the recipient's active inventory period. You can then view the new inventory in the Samples History view.

To acknowledge receipt of a samples transfer

1. Navigate to the Samples Receipts screen.
2. In the Samples Receipts view, drill down on the Invoice # hyperlink.

   The Receipts Details view appears. In the form, samples transfers that have not been acknowledged as received show an Invoice Status value of In Progress. Those that have been acknowledged as received show an Invoice Status value of Submitted.

3. In the Receipts Details list, modify the Received Quantity field if the value does not accurately reflect the quantity received.
4. Tap Submit.

   NOTE:  The samples transfer quantities do not appear in end users' inventory counts until they submit a samples receipt. However, after the samples receipt has been submitted, it cannot be modified or deleted.

   The values in the Invoice Status field (Received Samples list) and the Item Status field (Line Items list) change to Submitted.

5. To verify the submitted transfer was recorded:
   1. Navigate to the Samples screen.
   2. From the Show drop-down list, select Samples History.

      The Samples History view appears.

   3. Highlight the appropriate inventory period to view the line items of the received transfers.