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Configuring User Properties for Closing Inventory Periods in Siebel Pharma Handheld Applications

The recommended process for closing an inventory period is:

1. Synchronize the handheld device with Siebel Server immediately before closing the period.
2. Close the inventory period.
3. Synchronize the handheld device with Siebel Server a second time, immediately after closing the inventory period.

Users must synchronize the Siebel Handheld application with the Siebel Server before closing the inventory period because there can be calls on the Handheld application that have not yet been synchronized with the Siebel Server. Only the current active period is downloaded to the handheld device. Therefore, after the current inventory period is closed, they must synchronize a second time in order to bring down the next active period.

To enforce this procedure, the inventory period closure logic has been added. When it is enabled, this logic goes into effect during the inventory period reconciliation. It ensures that the user synchronizes their Handheld application with the Siebel Server before closing the inventory period, and it requires the user to submit all outstanding calls (that is, when an electronic signature has been captured, but the call has not been submitted).

The following user properties have been created on the Pharma Inventory Period business component to support the inventory period closure logic:

• Inventory Closure Validation. The default value is N (No), and the Inventory Period Closure logic is not triggered. To activate the Inventory Period Closure logic, set this parameter to Y (Yes). Setting the parameter to Y forces the user to synchronize the Handheld application with Siebel Server prior to closing the inventory period.
• Acceptable Period to Complete Synchronization. The default value is 30 (minutes). When Inventory Closure Validation is set to Y, the Acceptable Period to Complete Synchronization user property determines a grace period during which the user must synchronize the Handheld application before closing the inventory period. If the user does not synchronize within the time period, they will not be permitted to close the inventory period.

  If Inventory Closure Validation is enabled and the Acceptable Period to Complete Synchronization user property is not created, the default value of 30 minutes is used.

After a user successfully closes the inventory period, a message prompts the user to synchronize the handheld device with the Siebel Server. However, note that this step is not enforced. If the user fails to synchronize a second time, the handheld device will not receive the current period, and this can potentially cause synchronization errors the next time the user synchronizes.

NOTE:  The same logic is enforced during inventory reconciliation.