Field Setup and Layout for the LS Field Sales Rep Role Page Layouts
The following table 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 the following for the following page sections in the LS Account Page Layout:
Key Account Information
Account Sales Information
Additional Information
For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.
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 |
||
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 |
||
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 |