Disabling Lot Number Tracking

Lot number tracking for sample products is enabled by default. With lot number tracking enabled, the constraints and data checks described in How Siebel Samples Management Works with Calls and Defining Internal Products become active.

Regardless of whether you have set the Samples Lots Enabled system preference to TRUE or FALSE, samples dispersed with lot numbers should appear in both the Samples History and the Inventory Count views. Thus, even if you decide not to use lot numbers, your samples history is fully recorded.

To disable lot number tracking for samples

  • Set the Samples Lots Enabled system preference to FALSE.

    For general information about setting system preferences, see Siebel Applications Administration Guide.

Setting the Lots for Disperse Only system preference to TRUE allows you to ship samples to users by lot numbers and allows sales representatives to disburse the samples by lot numbers while maintaining and reconciling inventory without lot numbers. To retain sample product visibility, the samples administrator must reconfigure the Siebel repository. For more information, see Managing Inventory Tracking and Reconciliation Without Lot Numbers.

Note: By default, Sample Lots Enabled is set to TRUE and Lots for Disperse Only is set to FALSE. If you do not want to use lot numbers, you can change both of these system preferences, setting Sample Lots Enabled to FALSE and Lots for Disperse Only to FALSE. Lots for Disperse Only works only when Sample Lots Enabled is set to TRUE. If Sample Lots Enabled is set to FALSE, the system ignores Lots for Disperse Only.