Oracle CRM On Demand Documentation Library: Field Setup and Layout for the LS Field Sales Rep Role Page Layouts

Table 2 shows the field setup and layout that company administrators configure for the custom page layouts that support the LS Field Sales Rep role. Recommendations include, for example, that you set up the (required, read-only, or optional) field layout as described in Table 2 for the following page sections in the LS Account Page Layout:

Table 2. Field Setup and Layout for LS Field Sales Rep Role Custom Page Layouts
Record Type	Page Layout	Page Section Layout	Required, Read-Only, or Optional
Account	LS Account Page Layout	Key Account Information
		Account Name	Required
		Location	Optional
		Parent Account	Optional
		Main Phone #	Optional
		Main Fax #	Optional
		Web Site	Optional
		Account Currency	Optional
		Account Sales Information
		Account Type	Optional
		Priority	Optional
		Industry	Optional
		Public Company	Optional
		Region	Optional
		Reference	Optional
		Reference as of	Optional
		Annual Revenues	Optional
		Number of Employees	Optional
		Primary Contact	Optional
		Additional Information
		Billing	Optional
		Owner	Optional
		Book	Optional
		Shipping	Optional
		Modified External	Read-Only
		Created External	Read-Only
Account	LS Account Contact Page Layout	Contact Name	Required
		Primary Contact	Read-Only
		Last Name	Read-Only
		First Name	Read-Only
		Job Title	Read-Only
		Contact Role	Read-Only
		Work Phone #	Read-Only
		Email	Read-Only
Account	LS Account Relationship Page Layout	Key Relationship Information
		Related Account	Required
		Role	Required
		Reverse Role	Required
		Relationship Detail Information
		Start Date	Optional
		End Date	Optional
		Status	Optional
		Comments	Optional
CAUTION: This caution applies to the following page layouts for the Activity record type: LS Account Call Page Layout, LS Contact Call Page Layout, LS Smart Call Page Layout, and LS Attendee Call Page Layout. Although it is possible to add to, or edit the default values for the Status picklist field for the Activity record type if your role includes the Customize Application - Edit Activity 'Status' Picklist and the Customize Application privileges, changing the default values is not recommended for Oracle CRM On Demand Life Sciences Edition. Customization of the Status field will produce unwanted results for activity processing. Oracle CRM On Demand Life Sciences Edition specifically looks for the Completed, Submitting, Submitted, or Planned field values when it processes activities. Deactivating these status values or replacing them with custom values will alter activity processing in the Oracle CRM On Demand application, and this processing will not work as documented.
Activity	LS Account Call Page Layout	Key Call Information
		Subject	Required
		Primary Contact	Optional
		Account	Required
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		Duration	Read-Only
		End Time	Required
		Type	Required
		Ref #	Optional
		Additional Information
		Cost	Optional
		Owner	Required
		Book	Optional
		Modified External	Read-Only
		Paper Sign	Optional
		Private	Optional
		Created External	Read-Only
Activity	LS Contact Call Page Layout	Key Call Information
		Subject	Required
		Primary Contact	Required
		Account	Optional
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		Duration	Read-Only
		End Time	Required
		Type	Required
		Ref #	Optional
		Additional Information
		Cost	Optional
		Owner	Required
		Book	Required
		Modified External	Read-Only
		Paper Sign	Optional
		Private	Optional
		Created External	Read-Only
Activity	LS Smart Call Page Layout	Key Smart Call Information
		Subject	Required
		Primary Contact	Optional
		Account	Optional
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		Duration	Read-Only
		End Time	Required
		Type	Required
		Ref #	Optional
		Additional Information
		Cost	Optional
		Owner	Required
		Book	Optional
		Modified External	Read-Only
		Paper Sign	Optional
		Private	Optional
		Created External	Read-Only
Activity	LS Attendee Call Page Layout	Key Call Information
		Subject	Required
		Primary Contact	Required
		Account	Read-Only
		Address	Optional
		Smart Call	Optional
		Status	Optional
		Activity Currency	Optional
		Objective	Optional
		Start Time	Required
		End Time	Required
		Duration	Read-Only
		Type	Required
		Ref #	Optional
		Additional Information
		Owner	Required
		Book	Optional
		Paper Sign	Optional
		Private	Optional
Allocation	LS Allocation Page Layout	Key Allocation Information
		Allocation Type	Required
		Active	Read-Only
		Owner	Required
		Sample	Required
		Max Qty	Optional
		Allocation Qty	Optional
		Max Qty per Customer	Optional
		Sample: Description	Read-Only
		Id	Read-Only
		Start Date	Required
		End Date	Optional
		Owner: First Name	Read-Only
		Owner: Last Name	Read-Only
		Stop Sampling	Optional
		Order By	Optional
		User Detail	Read-Only
		Remaining Qty	Optional
		Distributed Qty	Optional
Business Plan	LS Business Plan Page Layout	Key Plan Information
		Plan Name	Required
		Period	Required
		Period: Start Date	Read-Only
		Period: End Date	Read-Only
		Type	Required
		Status	Required
		Owner	Optional
		Book	Optional
		Description	Optional
		Product Name	Optional
		Plan Revenue	Optional
		Currency	Optional
		Exchange Date	Optional
		SWOT Analysis
		Strengths	Optional
		Weaknesses	Optional
		Opportunities	Optional
		Threats	Optional
Call Product Detail NOTE: Call Product Detail is a child record of the Activity record.	LS Call Product Detail Page Layout	Key Product Detailed Information
		Product Category	Read-Only
		Product	Required
		Priority	Optional
		Indication	Optional
		Issues	Optional
		Indication Name	Optional
		Primary Message Response, which you can rename to Primary Outcome	Read-Only
		Primary Message Plan Item, which you can rename to Primary Call Objective	Read-Only
		Primary Messaging Plan Relations, which you can rename to Primary Next Call Objective	Read-Only
		Additional Information
		Created By	Read-Only
		Modified By	Read-Only
Contact	LS Contact Page Layout	Key Contact Information
		Mr./Ms.	Optional
		First Name	Required
		Middle Name	Optional
		Last Name	Required
		Account	Optional
		Time Zone	Optional
		Work Phone #	Optional
		Work Fax #	Optional
		Cellular Phone #	Optional
		Email	Optional
		Job Title	Optional
		Contact Detail Information
		Contact Type	Optional
		Department	Optional
		Manager	Optional
		Lead Source	Optional
		Contact Currency	Optional
		Assistant name	Optional
		Assistant Phone #	Optional
		Private	Optional
		Never Email	Optional
		Blocked Reason Code	Read-Only
		Additional Information
		Account	Optional
		Owner	Optional
		Book	Optional
		Contact	Optional
		Modified External	Read-Only
		Created External	Read-Only
Contact	LS Contact Relationship Page Layout	Key Contact Relationship Information
		Related Contact	Required
		Role	Required
		Reverse Role	Required
		Relationship Detail Information
		Start Date	Optional
		End Date	Optional
		Status	Optional
		Description	Optional
Event	LS Event Page Layout	Event Detail Information
		Name	Required
		Location	Optional
		Start Date	Required
		End Date	Required
		Confirm Date	Optional
		Status	Optional
		Type	Optional
		Budget	Optional
		Max Attendees	Optional
		Product	Optional
		Product Category	Optional
		CME Credit	Optional
		Event Objective	Required
		Description	Optional
		Session Details	Optional
		Additional Information
		Owner	Optional
		Book	Optional
		Owner Full Name	Optional
		Modified	Read-Only
HCP Contact Allocation	LS HCP Contact Allocation Page Layout	HCP Contact Allocation ID	Read-Only
		Type	Required
		Contact Name	Required
		Product Name: Description	Required
		Allocation Qty	Required
		Qty Distributed	Optional
		Qty Remaining	Optional
		Start Date	Required
		End Date	Optional
Inventory Period	LS Inventory Period Page Layout	Inventory Period Information
		Start Date	Required
		End Date	Optional
		Active	Required
		Owner	Required
		Created	Read-Only
		Modified	Read-Only
		Inventory Period Misc Info
		Reconciled	Required
Invitee	LS Invitee Page Layout	Key Invitee Information
		Contact Name	Required
		YTD Sales	Optional
		Session Detail	Optional
		Account	Optional
		Type	Optional
		Comments	Optional
		Invitee Status	Required
		Signed Status	Read-Only
		Additional Information
		Created	Read-Only
		Modified External	Read-Only
Messaging Plan	LS Messaging Plan Page Layout	Key Messaging Plan Information
		Name	Required
		Type	Required
		Product	Required
		Status	Required
		Verify	Read-Only
		Code	Optional
		Segment	Optional
		Owner	Required
		Start Date	Optional
		Expiration Date	Optional
		Release Date	Optional
		Disclosure Mandatory	Required
		Enable Followup	Required
		Lock Sequence	Required
		Product Indication	Optional
		Additional Messaging Plan Information
		Audience	Optional
		Comment	Optional
		Description	Optional
		The following fields are used with the Oracle CRM On Demand Disconnected Mobile Sales application.
		Disable Navigation	Optional
		Disable Response	Optional
		Default Menu Bar Control	Optional
Messaging Plan Item	LS Messaging Plan Item Page Layout	Key Messaging Plan Item Information
		Sequence Number	Required
		Name	Optional
		Display Name	Optional
		Solution Name	Required
		Solution Name: Verification Status	Read-Only
		Solution Name: Release Date	Read-Only
		Solution Name: Expiration Date	Read-Only
		Currency	Read-Only
		Owner	Optional
		Disclosure Message	Required
		Type	Optional
		Rating	Optional
		Parent Message Plan	Required
		Status	Optional
		Description	Optional
		Id	Read-Only
		Product Indication	Optional
		Disable Preload	Required
		Additional Messaging Plan Item Information
		Synopsis
		Speaker Notes
		Audience
		Created By	Read-Only
		Created	Read-Only
NOTE: If Solution is not a required field in your page layout, then the Messaging Plan Item name defaults to the parent Messaging Plan name plus the Messaging Plan Item sequence number. For example, if you have a parent Messaging Plan called DrugABC Product Launch with four related Messaging Plan Items, then the names of the Messaging Plan Items are DrugABC Product Launch 1, DrugABC Product Launch 2, and so on. That is, the Messaging Plan Item name is a concatenation of the parent Messaging Plan name and the sequence number for the Messaging Plan Item.
Messaging Plan Item Relations	LS Messaging Plan Item Relations Page Layout	Key Messaging Plan Item Relations Information
		Name	Required
		Display Name	Optional
		Parent MP Item	Required
		Description	Optional
		Type	Optional
		Solution Name	Required
		Synopsis	Optional
Message Response	LS Message Response Page Layout	Key Message Response Information
		Name	Required
		Message Plan	Optional
		Sequence	Required
		Message Plan Item	Optional
		Solution	Required
		Response	Optional
		Notes	Optional
		Section	Optional
		Start Time	Optional
		End Time	Optional
		Duration	Read-Only
		Followup	Optional
		Account	Optional
		Account: External Unique ID	Read-Only
		Account: Integration ID	Read-Only
		Profile Information
		Id	Read-Only
		Type	Optional
Objective	LS Objective Page Layout	Key Objective Information
		Objective Name	Required
		Plan Name	Optional
		Type	Required
		Status	Required
		Period	Read-Only
		Period: Start Date	Read-Only
		Period: End Date	Read-Only
		Account Name	Optional
		Contact Name	Optional
		Product Name	Optional
		Target
		Objective Revenue	Optional
		Currency	Optional
		Exchange Date	Optional
		Target Audience	Optional
		Objective Target	Optional
		Objective Units	Optional
		Additional Information
		Description	Optional
		Owner	Optional
Order	LS Order Page Layout	Key Order Information
		Order Number	Read-Only
		Account	Required
		Opportunity	Required
		Contact	Required
		Order Created	Read-Only
		Order Creation Status	Read-Only
		External Unique Id	Read-Only
		Shipping Address	Required
		Billing Address	Optional
		Order Status	Read-Only
		Type	Optional
		Order Integration Message	Optional
		Price List	Optional
		Book	Optional
		Additional Information
		Owner	Read-Only
		Description	Optional
		Created	Optional
		Modified	Optional
Order Item	LS Order Item Page Layout	Key Order Item Information
		Order Item Number	Read-Only
		Currency	Optional
		Product	Required
		Quantity	Required
		Order	Read-Only
		Additional Information
		Created: Date	Read-Only
		Modified: Date	Read-Only
Product Indication	LS Product Indication Page Layout	Key Product Indication Information
		Indication Name	Required
		Product Indication Name	Read-Only
		Product	Required
		Description
		Product: Product Category
Sample Disclaimer	LS Sample Disclaimer Page Layout	Key Disclaimer Information
		Disclaimer Text	Required if Record type is set to Global. If not, then the global disclaimer will fail to activate.
		Start Date	Read-Only
		End Date	Read-Only
		Type	Required (Global or Multilingual)
		Country	Required (if Type is set to Multilingual)
		Default Language	Required (if Type is set to Multilingual)
		Additional Information
		Comments	Optional
		Created	Read-Only
		Modified	Read-Only
Sample Inventory	LS Sample Inventory Page Layout	Key Inventory Information
		Sample	Required
		Lot #	Optional
		Opening Balance	Required
		Last Physical Count	Read-Only
		Physical Count	Optional
		Difference	Read-Only
		Lot #: Expiration Date	Read-Only
		Lot #: CutOff Date	Read-Only
		Created	Read-Only
		Modified	Read-Only
Sample Lot	LS Sample Lot Page Layout	Key Lot Information
		Lot #	Required
		Sample	Required
		Start Date	Optional
		Expiration Date	Required
		Short Days	Optional
		CutOff Date	Read-Only
		CutOff_ Date	Read-Only
		NOTE: The CutOff Date field is the text version of the CutOff_Date field. Use the CutOff_Date field, if you require date processing or parsing in your application, for example, in the Oracle CRM On Demand Disconnected Mobile Sales application.
		Status	Read-Only
		Inventory By Lot	Optional
		Sample: Part #	Read-Only
		Created	Read-Only
		Modified	Read-Only
		Orderable	Required
		Description
		Owner	Required
		Description	Optional
Sample Request	LS Sample Request Page Layout	Key Sample Request Information
		Order Number	Optional
		Account	Required
		Contact	Required
		NOTE: Only one of Account or Contact is required, but not both.
		Shipping Address	Required
		Order Created	Read-Only
		Status	Optional
		Type	Optional
		Book	Optional
		Additional Information
		Owner	Read-Only
		Created	Read-Only
		Description	Optional
		Modified	Read-Only
Sample Request Item	LS Sample Request Item Page Layout	Key Sample Request Item Information
		Order Item Number	Read-Only
		Quantity	Required
		Product	Required
		Order	Required
		Status	Required
		Additional Information
		Created: Date	Read-Only
		Modified: Date	Read-Only
Sample Transaction	LS Sample Transaction Page Layout	Key Transaction Information
		Name	Read-Only
		Date	Required
		Type	Required
		Status	Read-Only
		Expected Delivery Date	Optional
		Tracking #	Optional
		# of Packages Sent	Optional
		Transfer To	Optional
		Transfer From	Read-Only
		Inventory Period: Start Date	Read-Only
		Inventory Period: End Date	Read-Only
		Adjustment Reason	Optional
		Comments	Optional
		Activity: Id	Read-Only
Solution	LS Solution Page Layout	Solution Detail Information
		Solution ID	Read-Only
		Title	Required
		Status	Optional
		Solution Currency	Optional
		Published	Optional
		Solution Rating	Read-Only
		Created External	Read-Only
		Modified External	Read-Only
		Additional Information
		Expiration Date	Optional
		Number of Ratings	Read-Only
		PCD Attainment Type	Optional
		Related Thumbnail Image	Optional
		Release Date	Optional
		Verification Status	Optional
		Legal Approval	Optional
		Marketing Approval	Optional
		Multi-file Asset	Optional
Transaction Item	LS Transaction Item Page Layout	Key Transaction Item Information
		Line Number	Required
		Sample	Required
		Lot#	Optional
		Quantity	Required
		Shipped Quantity	Optional
		Transaction #	Required
		Owner	Optional

Configuration Guide for Oracle CRM On Demand Life Sciences Edition, Release 38		Copyright © 2019, Oracle and/or its affiliates. All rights reserved. Legal Notices.