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Submitting Call Detail Information for Inventory Tracking

The following procedure describes how to submit call detail information for inventory tracking.

To submit the Call Detail information for inventory tracking

  • When all of the information has been entered and saved on the Call Detail page, click Submit to submit the call detail information for processing.

    When you click submit, a disbursement transaction is created recording the samples or promotional items that have been dropped off, and the following happens:

    • The status of the account call changes to Submitted.
    • The sales representative's sample inventory is decremented according to the promotional items and samples dropped off on the call.

      NOTE: Sample request orders do not impact the sample inventory.

    • The sample request order(s) are submitted.
    • The account call is closed.
    • You can only view the account call details.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.