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Acknowledging Full Receipt of a Samples Transfer

Siebel Samples Management supports two ways of electronically moving samples inventory:

• By creating a samples transfer, see Creating a Samples Transfer
• By creating a samples order, see Creating a Samples Order

In either case, the application creates a samples transfer transaction and routes it to the recipient for acknowledgement. Once the recipient submits a receipt, the application transfers the new inventory into their active inventory period. End users can then view the new inventory in the Samples History screen. For more information on displaying the Samples History view, see Adjusting a Past Samples Transaction.

To acknowledge full receipt of a samples transfer

1. Navigate to the Samples screen, then the Transaction view.
2. From the view drop-down list, select Received Samples.
3. In the Received Samples list, select the transfer that you want to acknowledge and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Invoice #	The application automatically generates an unique identifier. You cannot change this value.
   Transfer From	User who originated the transfer.
   Reason	Reason for the transaction. Values include: Lost Found Request Initial Count
   Expected Delivery Date	Expected delivery date of the transfer.
   Comments	Any comments entered by the sender.
   Transaction Status	Automatically generated. If no action is taken by the user, value is In Transit.

   Samples transfers that have not been acknowledged as received show an Invoice Status value of In Progress. Those that have been acknowledged as received show an Invoice Status value of Processed (after approval, if approval flow is enabled).

4. In the Transfer In Item List, enter values for the acknowledged quantities to reflect the quantity received.

   Field	Comments
   Lot #	Number of the lot as defined by the administrator.
   Product	Name of the product.
   Shipped Qty.	Number of the items shipped.
   Acknowledged Qty.	Number of items acknowledged.
   Received Qty.	Number of items received.

5. Click Submit.

   If there is no difference between the received and acknowledged quantities, then the status of the transaction is set to Processed. If the approval process is enabled for transactions, then the status becomes Processed after the approval.

   NOTE:  The samples transfer quantities do not appear in end users inventory counts until they submit a samples receipt. However, once the samples receipt has been submitted, it cannot be modified or deleted.