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Siebel ePharma Handheld Guide for Windows-Powered Devices > Using ePharma Handheld > Managing Samples >
Adjusting a Samples Transaction
You can adjust inventory counts of samples stock by making adjustments to past samples transactions directly in Siebel ePharma Handheld. Common reasons for adjusting past transactions include product loss or expiration, counting mistakes, or data entry errors. End users can add products or adjust quantities for any type of samples transaction (disbursement, transfer, order, and so on).
NOTE: End users cannot add a product to your inventory that did not exist when the original transaction was created.
The inventory list view displays all the samples for the selected inventory period.
To add a product to a samples transaction
- Navigate to the Samples screen.
- From the Show drop-down list, select Samples History.
- In the Inventory Periods list, select the period containing the transaction.
- In the Sample History list, select the transaction you would like to update.
You can identify the transaction record in the Samples History list by the Transaction Date, Last Name, or Transaction # field values.
NOTE: To make it easier to find a transaction, sort the records in the Samples History list by the field you are using to identify the transaction. For example, if you know the Transaction #, sort the list by that field to locate the records you are looking for.
- In the Samples History list, tap Add, and then tap OK.
- In the new row, complete the necessary fields.
When you add a record, the application adds a new line-item record for the transaction in the Samples History list and sets the line-item record's Item field Status to In Progress. With the exception of the Item Status value, the new record is a copy of the record selected in Step 4.
Some of the fields are described in the following table.
To adjust a quantity in a samples transaction
- Navigate to the Samples screen.
- From the Show drop-down list, select Samples History.
- In Inventory Periods list, select the period containing the transaction.
The samples for the selected period are displayed in the list on the right.
- In the Samples History list, select the transaction you would like to update.
You can identify the transaction record in the Samples History list by the Transaction Date, Last Name, or Transaction # field values.
- Tap Adjust Qty and then tap OK.
The application copies the line-item record for the transaction in the Samples History list and sets the line-item record's Item Status field to In Progress.
- In the Samples History list, enter the correct quantity in the Quantity field.
- Tap Submit, and then tap OK.
The application adds the new item with an Item Status of Submitted and changes the original item record (whose quantity you adjusted) to an Item Status of Adjusted. The new quantity is reflected in the on-hand quantities in the Inventory Count view.
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Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |