Sample RequestsUse the Sample Request pages to create, update, and manage requests for product samples during a sales call, for example, when a pharmaceutical sales representative drops product samples to a physician. A sample request is a mechanism for sales representatives to place orders for product samples on behalf of physicians or other health care providers. A sample request includes one or more sample request items, with each sample request item representing a product sample that has been requested. Oracle CRM On Demand process administration supports sample requests because a sample request is part of a call activity that requires a signature, and includes sample requests within call activity locking. Sample requests have their own rules to allow the locking of the sample request items. For more information on process administration, see Process Administration Functionality. For recommendations on how to set up the locking rules for sample request, see Configuration Guide for Oracle CRM On Demand Life Sciences Edition. Sample Request RequirementsSample requests must meet the following requirements, otherwise they cannot be submitted after they are created:
Sample Request RestrictionsSample requests have the following restrictions:
About Linking Sample Request Information to CallsBefore Oracle CRM On Demand Release 22, it was possible to insert a sample request item record without an associated parent sample request record by using Web services or the Import function. However, for Release 22 and later, when inserting sample request item records by using Web services or the Import function, you must provide the sample request ID of the parent to provide the context for the sample request item. From the Oracle CRM On Demand user interface, you can create a sample request item only from a parent sample request in the context of a call. In addition, product-blocking rules are not followed when sample request items are inserted or updated using Web services or the Import function. NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking Sample Request information, then the Sample Request tab might be excluded from your setup. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |