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Transaction Item Fields

Use the Transaction Item Edit page to add a transaction item or update details for an existing transaction item.

TIP: You can also edit transaction items on the Transaction Item Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides information regarding some of the transaction item fields.



Line Number

A unique number that is assigned manually to each item.


The name of the sample or promotional item.

Lot #

The unique number or name assigned to the sample for tracking purposes. A sample might or might not be tracked by a lot number. This field is optional.

NOTE: When adding or updating a transaction item, click the Lookup icon to select a sample lot. Only sample lots that are being tracked by lot number in the inventory (that is, sample lots that have the Inventory by Lot check box selected) are available for selection. For more information about sample lots, see Sample Lots and Sample Lot Fields.


The quantity of the sample. This field is required.

NOTE: If the quantity value is less than the initial quantity of sample inventory transferred from headquarters, then use the minus sign with the numeric value. This field is important for recording adjustments such as loss, theft, or human error.

Related Topics

See the following topics for related information about transaction items:

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