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Adjusting a Samples Transaction in Siebel Pharma Handheld

You can adjust inventory counts of samples stock by making adjustments to past samples transactions directly in Siebel Pharma Handheld. Common reasons for adjusting past transactions include product loss or expiration, counting mistakes, or data entry errors. Users can add products or adjust quantities for any type of samples transaction (disbursement, transfer, order, and so on).

NOTE:  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 adjust a quantity in a samples transaction

1. Navigate to the Samples screen.

   The Samples History screen appears.

2. In the Inventory Periods list, select the period containing the transaction.

   The samples for the selected period are displayed in the list below.

3. 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.

4. Tap Adjust.

   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.

5. In the Samples History list, enter the correct quantity in the Quantity field.
6. 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.