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Siebel Life Sciences Guide > Managing Pharma Samples > Defining Lot Numbers for SamplesSiebel Samples Management allows you to define your samples and promotional items according to a number of different implementation scenarios. By specifying certain product settings, you can make Siebel Samples Management suit your company's strategy for inventory tracking and distribution of samples. You can implement samples using lot numbers in the following ways:
Before you can track samples by lot number, you must:
If you track disbursements at the lot number level, you can track inventory with or without using lot numbers. For more information on disabling lot number tracking see Disabling Lot Number Tracking. For more information on reconciliation without lot numbers, see Managing Inventory Tracking and Reconciliation Without Lot Numbers and Enabling Inventory Reconciliation Without Lot Numbers. If you are implementing either full or partial lot number tracking for samples use the following procedure to define the lot numbers associated with those samples. This procedure creates lot number records that are children of the parent sample product record. For more information setting up lot tracking, see Defining Internal Products. Existing products (that is, products that were previously defined without lot number tracking specified) cannot be tracked by lot number if they exist in any user inventory. To begin tracking lot numbers for an existing product, you must create a new product record with a product name indicating that this product will be tracked by lot number. For example, if the existing product is named Aracid 200, you could name the new product Aracid 200 (Lot).
You can also include the lot number in the product name when defining the product. For more information, see Defining Internal Products. However, using this method can make the drop-down lists that users select from very long. Only use this method if the number of products that will be disbursed is small. Disabling Lot Number TrackingLot number tracking for sample products is enabled by default. With lot number tracking enabled, the constraints and data checks described in How Siebel Samples Management Works with Calls and Defining Internal Products become active. Regardless of whether you have set the Samples Lots Enabled system preference to TRUE or FALSE, samples dispersed with lot numbers should appear in both the Samples History and the Inventory Count views. Thus, even if you decide not to use lot numbers, your samples history is fully recorded. To disable lot number tracking for samples
Setting the Lots for Disperse Only system preference to TRUE allows you to ship samples to users by lot numbers and allows sales representatives to disburse the samples by lot numbers while maintaining and reconciling inventory without lot numbers. To retain sample product visibility, the samples administrator must reconfigure the Siebel repository. For more information, see Managing Inventory Tracking and Reconciliation Without Lot Numbers. NOTE: By default, Sample Lots Enabled is set to TRUE and Lots for Disperse Only is set to FALSE. If you do not want to use lot numbers, you can change both of these system preferences, setting Sample Lots Enabled to FALSE and Lots for Disperse Only to FALSE. |
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