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Enabling Inventory Reconciliation Without Lot Numbers

As discussed in Managing Pharma Samples Siebel Pharma allows you to create sample products and associate lot numbers with the samples, then ship and disburse samples by lot numbers while maintaining and reconciling inventory without lot numbers.

Retaining Sample Product Visibility

To allow inventory without lot numbers while retaining sample product visibility, the administrator must do the following:

• Use Siebel Web Tools to reconfigure fields and replace business components
• Set the value of the Lots For Disperse Only system preference to TRUE
• Check the Lot# Tracking flag in the Administration - Product screen
• Deploy the changes to the Siebel runtime repository.

Reconfiguring Fields and Replacing Business Components

The following procedure shows you how to reconfigure fields and replace business components in the Siebel runtime repository.

To reconfigure fields and replace business components

1. Choose View, Object Explorer, and then the Flat tab.
2. Select Fields, and in the Fields list, query in the Picklist Column for PickList Pharma Samples Stocked Lots.
3. Lock each project by choosing Tools, and then the Lock Project.
4. In the Picklist column, replace each occurrence of PickList Pharma Samples Stocked Lots with Picklist Pharma All Unexpired Lots.
5. Choose View, Object Explorer, and then the Types tab.
6. Select Applet, and in the Applet list, query for any applet with the value Pharma Stocked Lot Pick Applet.
7. For each occurrence, set the Business Component to Pharma Sample Lot for Picklist.
8. Deploy the changes to the Siebel runtime repository.

Changing System Preferences and Enabling Lot Number Tracking

The following procedure shows you how to change system preferences and enable lot number tracking

To change the system preferences and enable Lot# tracking

1. Log in to the Pharma web client as an administrator.
2. Navigate to the Administration - Application screen, then the System Preferences view.
3. Query for the following System Preference Name records:
   • Lots For Disperse Only
   • Samples Lots Enabled
4. Set the System Preference Value for each of these records to TRUE.
5. Navigate to the Administration - Product screen, then the Products view, and check the Lot# Tracking flag for each product that requires inventory reconciliation of samples without lot numbers.
6. Log out of the Pharma web client.