Allocation Type

The allocation name is defined by the samples administrator. It must be unique. Some examples include:

• Sample Allocation
• Promotional Item Allocation

Active

The status of the allocation can be one of the following:

• Active. Indicates that the end date for the allocation period has not yet occurred.
• Inactive. Indicates that the allocation period has completed and the end date has been reached.

Owner

The owner of the allocation record. This is the person to whom the samples administrator assigns the allocation.

Sample

The product sample associated with this allocation.

NOTE: When creating a new allocation record, only products that are categorized as samples (that is, products of the category type, Samples Dropped) can be entered in this field.

Max Qty

The maximum quantity of product allowed to be dropped off for a call.

NOTE: When dropping off samples or promotional items, a warning message will appear if you exceed or are nearing the Max Qty value.

Allocation Qty

The maximum quantity of product allowed to be dropped off within the allocation period.

Max Qty Per Customer

The maximum quantity of product allowed to be dropped off to a contact within the allocation period.

NOTE: When dropping off samples or promotional items to a contact, a warning message will appear if you exceed or are within 10% of the Max Qty Per Customer value.

Sample: Description

Text field to describe the allocation record, for example, the purpose of the allocation.

Owner: First Name

The first name of the owner of the allocation record, typically the user who created the record.

Owner: Last Name

The last name of the owner of the allocation record, typically the user who created the record.

Start Date

The start date for this allocation.

End Date

The end date for this allocation.

Stop Sampling

A check box to indicate whether to continue delivering samples:

• If selected, then sample drops are no longer allowed.
• If not selected, then sample drops are allowed.

Order By

This field allows sales representatives to view their allocations in a specified order.

Additional Fields:

NOTE: Your company administrator must configure the following fields because they are not available by default.

Remaining Qty

The quantity of the product that remains available for the sales representative to drop off during the allocation period. Oracle CRM On Demand initializes this field with the Allocation Qty field value.

Distributed Qty

The quantity of the product that has been distributed by a sales representative to a contact during the allocation period. Oracle CRM On Demand initializes this field with the value of zero (0).