About Samples and Promotional Items Settings

The Food and Drug Administration (FDA) in the USA and similar agencies in other countries have regulations that stipulate that pharmaceutical samples disbursements must be tracked by lot number. However, it is not required that the actual samples inventory be tracked by lot number. Using the following table:

• Locate a product type and description that matches the product you are creating.

• Configure the Inventory, Lot # Tracking, and Inventory by Lot fields using the values described in the last three columns.

For more information on defining lot numbers, see Defining Lot Numbers for Samples.

Product Type	Description	Inventory Field (Product Administration View)	Lot # Tracking Field (Product Administration View)	Inventory by Lot Field (Lot Setup View)
Samples	Full tracking by lot number: Samples disbursements tracked by lot number Samples inventory tracked by lot number No tracking by product name.	Null	Selected	Selected
Samples	Partial tracking by lot number: Samples disbursements tracked by lot number Samples inventory not tracked by lot number No tracking by product name.	Null	Selected	Null
Samples	Full tracking by product name: Samples disbursements tracked by product name Samples inventory tracked by product name No lot number tracking.	Selected	Null	Null
Samples	Partial tracking by product name: Samples disbursements tracked by product name Samples inventory not tracked by product name No lot number tracking.	Null	Null	Null
Promotional-items	Full tracking by product name: Promotional-items disbursements tracked by product name Promotional-items inventory tracked by product name	Selected	Null	Null
Promotional-items	Partial tracking by product name: Promotional-items disbursements tracked by product name Promotional-items inventory not tracked by product name	Null	Null	Null