Siebel Life Sciences Guide > Managing Samples > End-User Procedures >

Creating a Samples Order

End users can request additional samples by creating a samples order. Once submitted, the application routes the samples order to the samples administrator. The samples administrator then creates a samples transfer that is routed back to the requestor. Once the requestor acknowledges receipt of the transfer, Siebel Samples Management automatically enters the new inventory into their inventory counts.

NOTE:  Creating samples orders is optional. Siebel Samples Management allows users to acknowledge receipt of samples shipments even if they have not created orders for those samples. The Siebel administrator determines whether or not users are required to create samples orders for record-keeping purposes.

To create a samples order

  1. Navigate to the Samples screen.
  2. From the Show drop-down list, select My Samples Orders.
  3. In the Samples Orders list, add a new record.

    4. The application adds a new record and automatically sets the Order Date field to a date and time in the active period.

    NOTE:  It is not necessary to change the Order Type field. You can include both samples and promotional items in a single order.

  4. In the Line Items list, add a new record and complete the necessary fields.

    5. Some fields are described in the following table.

    Field
    Comments
    Line #
    The line number of this item in the transaction. The application automatically generates, values for this field, but it can also be edited. You might want to edit this value to have the items appear in a particular order (other than the order in which you entered them).
    Item Status
    Initially set to In Process. The application automatically changes this field value to Submitted when you submit the transaction.
    Sample
    The product to be ordered.

    Repeat Step 4 to enter a line item for each product or promotional item you want to order.

  5. Click Submit.

    6. NOTE:  An order cannot be modified or deleted after it has been submitted.

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


 Siebel Life Sciences Guide 
 Published: 18 April 2003