About Samples and Lot Numbers

The use of product samples for product promotion by pharmaceutical companies around the world is governed by local country legislations. Siebel Samples Management maintains a samples transaction record for every sample transfer, receipt, disbursement, order, and inventory adjustment.

The following three options are available to customers who are implementing Siebel Samples Management:

• Use Lot numbers for samples creation, transfer, adjustment, order, disbursement, inventory, and reconciliation.

  This option is the default setting. Set the system preferences as shown in the following table:

  System Preference	Value
  Lots for Disperse Only	FALSE
  Sample Lots Enabled	TRUE

  Note: An administrator sets the system preferences by navigating to the Administration - Application screen, then the System Preferences view.

• Use Lot numbers for samples creation, transfer, adjustment, order, disbursement, but do not use lot numbers for inventory and reconciliation.

  Set the system preferences as shown in the following table:

  System Preference	Value
  Lots for Disperse Only	TRUE
  Sample Lots Enabled	TRUE

  In addition to these system preference changes, a Siebel administrator must use Siebel Web Tools to control product visibility associated with this behavior. For more information, see Siebel Pharma Developer’s Reference.

  Note: The Lot# Tracking flag on the Administration - Product screen must be checked.

• Do not use lot numbers for samples management.

  Set the system preferences as shown in the following table:

  System Preference	Value
  Lots for Disperse Only	FALSE
  Sample Lots Enabled	FALSE

  The Lot# Tracking flag on the Administration - Product screen does not have to be checked.