Siebel Life Sciences Guide > Managing Products for Life Sciences > Process of Managing Products >

Defining Internal Products

Use the Product Administration view to enter and update information about your company's internal products, promotional items, competitive products, markets (therapeutic classes), and compounds under clinical trial. Siebel Life Sciences stores the information entered in this view in the internal product table (S_PROD_INT). For more information, see How Siebel Life Sciences Stores Product Information.

To create a new internal product, you create a new record in the Product Administration view. In creating a new internal product you specify:

• Product categorization settings. Use the values described in Table 13 to categorize new products, or create market (therapeutic class) records.
• Samples and promotional items settings. Use the values described in Table 14 to define samples and promotional items.

NOTE:  If you plan on tracking products using lot numbers, create lot numbers for samples. For more information, see Defining Lot Numbers for Samples or Setting Up Lot Numbers for Medical Products.

This task is a step in Process of Managing Products.

Product Categorization Settings

You categorize products or create market (therapeutic class) records using the Product Administration field values described in Table 13. If the product will be tracked by lot number, you must specify additional settings, as described in About Samples and Promotional Items Settings.

About Samples and Promotional Items Settings

The Food and Drug Administration (FDA) in the USA and similar agencies in other countries have regulations that stipulate that pharmaceutical samples disbursements must be tracked by lot number. However, it is not required that the actual samples inventory be tracked by lot number. Using Table 14:

• Locate a product type and description that matches the product you are creating.
• Configure the Inventory, Lot # Tracking, and Inventory by Lot fields using the values described in the last three columns.

  For more information on defining lot numbers, see Defining Lot Numbers for Samples.

Creating an Internal Product or a Market

This task describes how to create an internal product or a market.

To create an internal product or a market

1. Navigate to the Administration - Product screen, then the Products view.
2. In the Products list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Catalog #	Catalog number for a medical product.
   Model #	Model number for a medical product.
   Name	The name of the product, promotional item, or market (therapeutic class). If this product also exists in the external product table, this name must match the product name in the External Product Administration view. For more information, see Defining External Products. If this product will be tracked in inventory, either by product name or by lot number, include both the product name and the dosage (for example, Axis 2mg).
   Part #	The part number of this product. If a product image will be displayed on a Web site created with Siebel Life Sciences portals, do not include spaces or special characters in the part number.
   Type	The type of product. For the recommended settings, see Table 13. If this product also exists in the external product table, select Competitor so that the products will match up correctly.
   Parent Product	The Parent Product is a multi-value group (MVG) that enables you to associate multiple parent product records. NOTE:  In the Parent Product applet, you must select the Primary check box before you add the selected record as a parent product.

3. Click the Release button.
4. Drill down on the product.
5. Click the More Info tab.
6. In the form, click the show more button and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   1 Barcode	This field is for Siebel Medical. Indicates that the product is labeled with more than one barcode.
   Approval #	The approval number for a medical product given by the approval organization.
   Approval Org	The authority who has approved a medical product, for example TÜV.
   Barcode	This field is for Siebel Medical. Indicates the standard for the product barcode.
   Doses/Unit	This field is for Adverse Events and Complaints Management.
   Expression	This field is for Siebel Medical. This expression is used to generate unique asset numbers from the product's barcode. It is a concatenation of the data descriptions for barcode items. For the example shown, if the expression is Lot Number, Serial Number, then the serial number and lot number portions of the barcode are the product's unique asset numbers. These barcodes are provided in the Administration - Mobile screen, then the Barcode Administration view.
   Frequency	This field is for Adverse Events and Complaints Management. Indicates how many times during each day the product is used.
   Leaf Level	This field is for Siebel Medical. It is computed when the Capture Hierarchy button is clicked, and indicates that the product has no children in the product hierarchy. Only leaf-level products are physical products—products that can be purchased and inventoried. Products that are not leaf-level represent groups of products. For example, the Helix 15 mm Stent is a leaf-level product in the Stent group of products.
   Lot # Tracking	Select this field if the product will be tracked by lot number, either for purposes of disbursement tracking or for inventory tracking. If you select this field: You must define lot numbers for the product as described in Table 14. For more information on defining lot numbers, see Defining Lot Numbers for Samples. You should not check the Inventory field. This field is read-only if the Samples Lots Enabled system preference is set to FALSE. Only products of type Sample, Device, and Equipment can tracked by lot number. To use lot number tracking for products of other types, see Configuring Lot Numbers for Other Products.
   Inventory	Applies to products that will be tracked in inventory by product name rather than by lot number. If you check this field, you should not check the Lot # Tracking field. For more information, see Table 13 and then Table 14.
   Manufacturer	This field is for Adverse Events and Complaints Management.
   Orderable	Select this field for any product or service that can be included in a samples order or in a sales order. For more information, see Table 13.
   OTC Product	This field is for Adverse Events and Complaints Management.
   Parent Product	The parent products of this product within the product hierarchy. Products that are disbursed as samples should have a parent product. Parent products can be markets (therapeutic classes). NOTE:  For Siebel Medical, only the primary parent is considered. Other parent products are ignored.
   Pre-1938	This field is for Adverse Events and Complaints Management.
   Level	Enter the appropriate value according to your product hierarchy. For the recommended setting, see Table 13. If this product also exists in the external product table, enter 2 so that the products will be matched up correctly. In Siebel Medical, this field is set when the hierarchy is captured. For more information, see Capturing Product Hierarchies for Siebel Medical
   Requires Approval	This field is for Siebel Medical. If this box is selected and if the Requires Approval field is in the Inventory screen, then the Inventory Locations view is set to Product and then customer approval (signature capture) is required when this product is taken from the corresponding inventory.
   Rollup Level	This field is for Siebel Medical. It applies only to root-level products. (A root-level product is one that has no parent.) This field determines what levels of products are included in data rollup and also which levels of product appear in the inventories in Siebel Medical. For example, if Rollup Level is 3 for a product hierarchy that has six levels, the products at level 6, 5, 4, and 3 appear in the Medical inventories. The root product (level 1) and its immediate children (level 2) do not appear.
   Root	This field is for Siebel Medical. It is computed when the Capture Hierarchy button is clicked. This field indicates root product (the oldest ancestor) of the product's hierarchy. For example, for a level-2 product, the Root field displays the product's parent.
   Route Used	This field is for Adverse Events and Complaints Management.
   Sales Product	Check this field (and the Orderable field) for any product or service that your company actually sells (and will therefore be included in a sales order). For more information, see Table 13.
   Short Days	This field is for Siebel Medical. An asset or lot for this product is short dated this many days before expiration. This field is also used by products of type Sample for similar functionality. Once a sample is short dated during a call execution, the pharmaceutical sales representative will be able to view the samples by default: which can help facilitate sample disbursing before expiry.
   Therapeutic Class	The therapeutic class (or market) of the product. There is no functionality associated with this drop-down list. Market type (or therapeutic class) functionality is tied to the Parent Product field; a new market is added by creating a new record in the Products view and setting the Type field to Market.
   Unique Assets	This field is for Siebel Medical. Select this field to indicate that every instance of the product can be uniquely identified by a single field or by the concatenation of fields in the Expression field.
   Unique Id	This field is for Siebel Medical. It must be unique to each product. It is used to identify the product based on barcode data. It is the HIBC, UCC/EAN, or NDC number. It is used to map barcode data to the product.
   UoM	Unit of measure; that is, the measure by which the product is sold or marketed.
   WAC	Wholesaler average cost; that is, the average wholesale cost of the product.

For more information on specifying additional product information, see Specifying Additional Product Information.

Making a Product Inactive

This task describes how to make a product inactive.

To make a product inactive

1. Navigate to the Administration - Product screen, then the Products view.
2. Drill down on the product that you want to make inactive.
3. Click the More Info tab.
4. In the form, click the show more button and clear the following fields:
   • Product Level
   • Type
   • Lot # Tracking
   • Inventory
   • Orderable
   • Sales Product
   • Leaf Level

After end users synchronize with the server, they will not see the product in any drop-down list or dialog box. However, they will see the product listed in views that display products.