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Life Sciences > HCP Contact Allocations

HCP Contact Allocations

Use the HCP Contact Allocation pages to specify the maximum quantity of a product or sample that a health care professional (HCP) contact, (for example, a physician) can receive from sales representatives. In contrast, an Allocation record specifies the maximum quantity of a product or sample that an individual sales representative can drop or detail to a contact, within the allocation period. For more information on allocations, see Allocations.

HCP contact allocations are typically managed by a samples administrator in a pharmaceutical company. You can work with HCP contact allocations if your user role includes the Enable Basic Samples Operations privilege. For each contact, you can create multiple HCP contact allocation records. For each HCP contact allocation record, you can specify the allocation type, a start date and an end date for the allocation period, and the number of samples of the specified product that can be given to the contact during the allocation period.

Although you can create HCP contact allocation records directly through the HCP Contact Allocation pages to create an individual record, it is recommended that you import the HCP contact allocation records into Oracle CRM On Demand, particularly when you must create a large number of records. For more information on importing HCP contact allocations, see HCP Contact Allocation Fields: Import Preparation.

You can view HCP contact allocations as a view-only related item in a contact record, provided your company administrator has set this up for your company.

NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking allocations for HCP contacts, then the HCP Contact Allocation tab might be excluded from your setup.