Creating a Business Process to Lock Sample Transaction Records

You can configure a business process to lock sample transaction records so that after a sample transaction is submitted, it cannot be modified. The following conditions apply:

• When the transaction status is set to Submitted, Processed, or Processed with Discrepancies, you cannot edit any of the fields in the record because they are read-only (except for Comments), and you cannot delete the transaction record.

• When the transaction status is set to In Transit, you cannot edit any of the fields in the record because they are read-only (except for the Comments and Date fields), and you cannot delete the transaction record. You can edit the Comments field after a transaction is submitted.

If you want to change a sample transaction that has already been submitted, then you must create a new sample transaction of the type Inventory Adjustment.

Use the following procedure to create a business process to lock sample transaction records in Oracle CRM On Demand Life Sciences Edition that satisfy these conditions. This task is a step in Setting Up Business Processes to Lock Records in Oracle CRM On Demand Life Sciences Edition.

Note: This procedure is only an example. Configuring a business process to lock sample transaction records varies according to Oracle CRM On Demand installation, and depends on the customer’s business rules for locking data.

To create a business process to lock sample transaction records in Oracle CRM On Demand Life Sciences Edition

1. In Oracle CRM On Demand, click the Admin link, and then click Process Administration.

2. Click New on the Process List page and on the Process Edit page:

   1. Enter a name for the process in the Process Name field, for example, Locking a Sample Transaction Record.

   2. In the Object Name field, select Sample Transaction from the menu.

      The Transition field automatically displays Status by default.

   3. (Optional) In the Description field, enter a description of the business process.

   4. Click Save.

3. On the Process List page, open the business process (Locking a Sample Transaction Record) that you just created.

4. On the Process Detail page, click Add in the Transition States section, and set up the transition states for the business process as described in the following table:

   State	Disable Update Check Box	Disable Delete/Remove Check Box
   Submitted	Selected	Selected
   In Transit	Not selected	Selected
   Processed	Selected	Selected
   Processed with Discrepancies	Selected	Selected
   Adjusted	Selected	Selected

5. On the Process Detail page in the Transition States section, configure the transition states:

   1. Open the transition state.

   2. On the Transition State Detail page, click Add in the Field Setup section, add the required fields for the transition state, select the read-only check box for the fields as required, then click Save.

      For example:

      • For the Submitted, Processed, and Processed with Discrepancies transition states, select read-only for all fields except the Comments field.

      • For the In Transit transition state, select read-only for all fields except the Comments and Date fields.

   3. On the Transition State Detail page, click Add in the Related Access Control section, then add the related access controls for the transition state as described in the following table:

      State	Record Type	Disable Create/Add Check Box	Disable Update Check Box	Disable Delete/Remove Check Box
      Submitted	Transaction Items	Selected	Selected	Selected
      In Transit	Transaction Items	Selected	Not selected	Selected
      Processed	Transaction Items	Selected	Selected	Selected
      Processed with Discrepancies	Transaction Items	Selected	Selected	Selected
      Adjusted	Transaction Items	Selected	Selected	Selected

   4. Click Save.

6. Sign out of Oracle CRM On Demand, and then sign in again for the changes to take effect.