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Life Sciences > Blocked Products > Managing Blocked Products > About Blocking Products and Smart Call Templates

About Blocking Products and Smart Call Templates

The Oracle CRM On Demand rules for blocking products do not apply to smart call templates. If you create a smart call for group or repeated usage, and if you later apply product-blocking rules to a product specified in the smart call template, then Oracle CRM On Demand does not block the product during a sample drop, product detail, or product promotion if the smart call template is used.

For example, consider the following situation:

1. You create two contacts, for example, Contact 1 and Contact 2.
2. You create a call for Contact 1, and drop a sample for Contact 1 with the product set to Sample A.
3. You save the call, using the Public Smart Call template.
4. You create a blocked product for Contact 2, with the product set to Sample A.
5. You create a call for Contact 2, and select the smart call template that you created.

In this situation, using the template automatically creates Sample A and associates it with Contact 2 and bypasses the product-blocking rule. Even though Sample A is defined as blocked for Contact 2, Sample A is available on the product lookup for Contact 2.

CAUTION: Based on the outcome of the previous example, you must use smart call templates carefully when blocking products. If product-blocking rules are added after you have set up smart call templates, then you must change your reporting mechanism manually for product disbursement. If you block products in your company, then it is recommended that you create your smart call template after the product-blocking rule has been defined, and add the product to the smart call if it is not blocked for that specific customer.