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About Samples and Lot Numbers


The use of product samples for product promotion by pharmaceutical companies around the world is governed by local country legislations. Siebel Samples Management maintains a samples transaction record for every sample transfer, receipt, disbursement, order, and inventory adjustment.

The following three options are available to customers who are implementing Siebel Samples Management:

  • Use Lot numbers for samples creation, transfer, adjustment, order, disbursement, inventory, and reconciliation.

    This option is the default setting. Set the system preferences as shown in the following table:

    System Preference
    Value

    Lots for Disperse Only

    FALSE

    Sample Lots Enabled

    TRUE

    NOTE:  An administrator sets the system preferences by navigating to the Administration - Application screen, then the System Preferences view.

  • Use Lot numbers for samples creation, transfer, adjustment, order, disbursement, but do not use lot numbers for inventory and reconciliation.

    Set the system preferences as shown in the following table:

    System Preference
    Value

    Lots for Disperse Only

    TRUE

    Sample Lots Enabled

    TRUE

    In addition to these system preference changes, a Siebel administrator must use Siebel Tools to control product visibility associated with this behavior. For more information, see Siebel Pharma Developer's Reference.

    NOTE:  The Lot# Tracking flag on the Administration - Product screen must be checked.

  • Do not use lot numbers for samples management.

    Set the system preferences as shown in the following table:

    System Preference
    Value

    Lots for Disperse Only

    FALSE

    Sample Lots Enabled

    FALSE

    The Lot# Tracking flag on the Administration - Product screen does not have to be checked.

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