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Understanding the Submit Button
Clicking the Submit button in Siebel Life Sciences causes a number of important events to occur within the application. Table 6 describes the specific actions that occur when clicking the Submit button in the view listed in the left column.
When a user clicks the Submit button in either the Contact Call Detail and Account Call Detail views, the application verifies that:
- At least one product has been recorded and detailed.
This requirement can be changed by the administrator. For more information, see Information for Siebel Application Developers.
- 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.
- 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.
- Sets the Last Call Date field for the contact or account to the date of the submitted call, and many fields in the call record become read-only.
The Siebel administrator can change the fields that become read-only after a call is submitted (or synchronized with Siebel ePharma Handheld on a PDA). For information, see Information for Siebel Application Developers.
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.
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Siebel Life Sciences Guide Published: 18 April 2003 |