Related Information Sections for the LS Field Sales Rep Role Page Layouts
The following table shows the related information sections, specific to life sciences, that company administrators make available (that is, move to the Displayed Information section) in the custom page layouts that support the LS Field Sales Rep role. Other general information sections (such as Campaigns, Leads, Opportunities, and Contacts), which are relevant to all industry editions, must also be made available.
For instructions on configuring page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Life Sciences Edition.
Record Type | Page Layout | Displayed Information |
---|---|---|
Account |
LS Account Page Layout |
Account Event |
Account Relationships |
||
Account Team |
||
Account Survey |
||
Addresses |
||
Calls |
||
Contacts |
||
Objectives |
||
Orders |
||
Plan Accounts |
||
Revenues |
||
Activity |
LS Account Call Page Layout Note: It is recommended that you display Attendee Call instead of
Contacts (but not both) on the LS Account Call Page. It is also recommended
that you display either Available Products for Detailing or Products
Detailed, either Available Promotional Items for Drop or Promotional
Items, and either Available Samples for Drop or Samples Dropped. Each
pair of related information sections contains similar information,
but you can display all six sections if required and in any combination. |
Activity Assessments |
Attendee Calls or Contacts |
||
Available Message Plans |
||
Available Products for Detailing or Products Detailed Note: For additional considerations on Products Detailed,
see Call Product Detail Page Layout. |
||
Available Promotional Items for Drop or Promotional Items |
||
Available Samples for Drop or Samples Dropped |
||
Contacts |
||
Message Responses |
||
Sample Requests |
||
Sample Transactions |
||
Signature |
||
Solutions |
||
Custom Objects 01-03 |
||
Activity |
LS Contact Call Page Layout Note: It is recommended that you display either Available Products
for Detailing or Products Detailed, either Available Promotional Items
for Drop or Promotional Items, and either Available Samples for Drop
or Samples Dropped. Each pair of related information sections contains
similar information, but you can display all six sections if required
and in any combination. |
Activity Assessments |
Available Message Plans |
||
Available Products for Detailing or Products Detailed Note: For additional considerations on Products Detailed,
see Call Product Detail Page Layout. |
||
Available Promotional Items for Drop or Promotional Items |
||
Available Samples for Drop or Samples Dropped |
||
Contacts |
||
Message Responses |
||
Sample Requests |
||
Sample Transactions |
||
Signature |
||
Solutions |
||
Contact Best Times (read-only) |
||
Custom Objects 01-03 |
||
Activity |
LS Attendee Call Page Layout Note: It is recommended that you display either Available Products
for Detailing or Products Detailed, either Available Promotional Items
for Drop or Promotional Items, and either Available Samples for Drop
or Samples Dropped. Each pair of related information sections contain
similar information, but you can display all six sections if required
and in any combination. |
Available Products for Detailing or Products Detailed For additional considerations on Products Detailed, see Call Product Detail Page Layout. |
Available Promotional Items for Drop or Promotional Items |
||
Available Samples for Drop or Samples Dropped |
||
Message Responses |
||
Sample Requests |
||
Sample Transactions |
||
Signature |
||
Custom Objects 01-03 |
||
Activity |
LS Smart Call Page Layout |
Products Details |
Promotional Items |
||
Samples Dropped |
||
Allocation |
LS Allocation Page Layout |
Audit Trail |
Books |
||
Business Plan |
LS Business Plan Page Layout |
Activities |
Books |
||
Business Plans |
||
Business Plan Assessment |
||
Business Plan Team |
||
Objectives |
||
Plan Accounts |
||
Plan Contacts |
||
Plan Opportunities |
||
Contact |
LS Contact Page Layout |
Accounts |
Addresses |
||
Calls |
||
Contact Best Times |
||
Contact Relationships |
||
Contact State Licenses |
||
Contact Team |
||
HCP Contact Allocations |
||
Event |
||
Orders |
||
Objectives |
||
Plan Contacts |
||
Blocked Products |
||
Referrals |
||
Revenues |
||
Signature |
||
Event |
LS Event Page Layout |
Account Event |
Books |
||
Completed Activities |
||
Custom Objects 01-40 |
||
Invitees |
||
Open Activities |
||
Event Team |
||
Inventory Period |
LS Inventory Period Page Layout |
Books |
Custom Objects 01-40 |
||
Inventory Audit Reports |
||
Sample Inventory |
||
Sample Transactions |
||
Invitee |
LS Invitee Page Layout |
Custom Objects 01-40 |
Messaging Plan |
LS Messaging Plan Page Layout |
Books |
Message Responses |
||
Messaging Plan Items |
||
LS Messaging Plan Call Objective Plan Page Layout |
Books |
|
Message Responses |
||
Messaging Plan Items |
||
Messaging Plan Item |
LS Messaging Plan Item Page Layout |
Message Responses |
Messaging Plan Item Relations |
||
Custom Objects 01-40 |
||
LS Messaging Plan Item Call Objective Page Layout |
Message Responses |
|
Messaging Plan Item Relations |
||
Custom Objects 01-40 |
||
Messaging Plan Item Relations |
LS Messaging Plan Item Relations Page Layout |
Custom Objects 01-40 |
LS Messaging Plan Item Relations Next Call Objective Page Layout |
Custom Objects 01-40 |
|
Message Response |
LS Message Response Page Layout |
Custom Objects 01-40 |
LS Message Response Outcome Page Layout |
Custom Objects 01-40 |
|
Objective |
LS Objective Page Layout |
Activities |
Books |
||
Objectives |
||
Objective Assessment |
||
Objective Team |
||
Opportunities |
||
Order |
LS Order Page Layout |
Order Items |
Order Team |
||
Books |
||
Custom Objects 01-40 |
||
Sample Disclaimer |
LS Sample Disclaimer Page Layout |
Related Disclaimers |
Sample Inventory |
LS Sample Inventory Page Layout |
Custom Objects 01-40 Note: Custom objects
are not available for sample inventory records by default. If you
require custom objects to be made available for sample inventories,
then contact Customer Care to set this up for your company. |
Sample Lot |
LS Sample Lot Page Layout |
Books |
Custom Objects 01-40 |
||
Sample Request |
LS Sample Request Page Layout |
Sample Request Team |
Books |
||
Sample Transaction |
LS Sample Transaction Page Layout Note: For sample transactions, you must use the user mode for record
ownership because each sample transaction must be related to an inventory
period for a specific user. Do not configure book mode or mixed mode
for sample transactions. For more information on record ownership
modes, see Oracle CRM On Demand Online Help. |
Books |
Custom Objects 01-40 |
||
Transactions Items |
||
Solution |
LS Solution Page Layout Note: Remove Service Requests from Displayed Information. |
Books |
Messaging Plans |
||
Messaging Plan Items |
||
Messaging Plan Item Relations |
||
Related Solutions |
||
Transaction Item |
LS Transaction Item Page Layout |
Custom Objects 01-40 |
You can set up custom objects as required, up to custom object 40. However,custom objects 16-40 require special permission. See About Custom Objects. Page layouts for structured product messaging are not available by default and must be set up by the Life Sciences administrator as described in Setting Up Structured Product Messaging Dynamic Page Layouts. |