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Administering Oracle CRM On Demand > Life Sciences Management > Setting Life Sciences Related Preferences
Setting Life Sciences Related Preferences
As an administrator, you can set up the following preferences for Oracle CRM On Demand Life Sciences Edition on the Life Sciences Related Preferences page:
- Life Sciences preferences:
- Generate Call Activity History
- Allow Submission of Future Calls & Sample Transactions
- Define Sample Related Preferences:
- Number of Times a Contact Can Be Sampled
- Enable Filtering of Product Selection by Sales Rep Allocation
- Enable Contact State License Validation
- Enable Signature Validation
You can update the Life Sciences related preferences by clicking Edit on the Life Sciences Related Preferences page and saving the updates, or by using inline editing to update individual preferences.
Before you begin: Your role must include the Manage Pharmaceutical Access privilege to set Oracle CRM On Demand Life Sciences Edition preferences.
To set Oracle CRM On Demand Life Sciences Edition related preferences
- Navigate to the Life Sciences Related Preferences administration page by clicking Admin, Other Life Science Related (in the Life Sciences Management section), and then Life Science Related Preferences.
- Set the following preferences as required:
In the Life Sciences Preferences section:
- Generate Call Activity History
Select this setting to generate the interaction-history data of the call activity for using and displaying in the Oracle CRM On Demand Disconnected Mobile Sales application.
NOTE: Choose this setting only if you are a licensed user of the Oracle CRM On Demand Disconnected Mobile Sales application.
- Allow Submission of Future Calls & Sample Transactions
Select this setting to allow users to submit calls and sample transactions that are dated in the future.
NOTE: Choose this setting only if you are a licensed user of the Oracle CRM On Demand Disconnected Mobile Sales application.
In the Define Sample Related Preferences section:
- Number of Times a Contact Can Be Sampled
For information on setting this preference, see Setting the Maximum Number of Times Contacts Can be Sampled Without a Valid State License.
- Enable Filtering of Product Selection by Sales Rep Allocation
For information on setting this preference, see Setting Up Picklist Filtering Based On the Allocation Records for a Sales Representative.
- Enable Contact State License Validation
Select this setting to have Oracle CRM On Demand check the validity of the contact state license for all calls that contain a U.S. address, when a pharmaceutical sales representative submits product samples to drop to a physician or other health care provider. If this setting is selected, then Oracle CRM On Demand validates the following:
- The state specified in the address of the call is the same as the state specified in the contact's state license.
- The date of the call takes place within the active period of the state license, that is, the expiration of the state license cannot occur prior to the date of the call. If a date is not specified on the contact state license, then Oracle CRM On Demand assumes that the state license is active and valid.
These validation checks apply only to product sample drops and not to other related activities such as detailing products or dropping promotional items, and it applies to all call types: account calls, attendee calls, and contact calls. If Oracle CRM On Demand determines that the state license is invalid, then Oracle CRM On Demand issues an error message and prevents the sample drop. To proceed with the sample drop, the representative must add a valid state medical license to the call.
- Enable Signature Validation
Select this setting to have Oracle CRM On Demand check whether a signature record exists when a sales representative attempts to drop any product samples during a customer call using the Submit button on the Call Detail page. If no signature record is associated with the call and the Quantity value is a positive value in the Available Samples for Drop or Samples Dropped related information sections on a Call Detail page, then Oracle CRM On Demand displays an error message and does not proceed with call processing when the sales representative submits the call. To proceed with call processing and allow the representative to drop the product samples, the representative must add the signature record for the contact to the call record before resubmitting the call.
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