To configure this feature:

1. Ensure Configuring Call Sampling is complete.
2. Navigate to Admin > Configuration > Tabs.

3. Create a Sample Order Transaction tab.

4. Navigate to Admin > Users & Groups > Permission Sets.
5. Select the appropriate permission set.
6. Select the Objects tab.

7. Grant the following additional field permissions for users creating sample requests (BRCs):

   Object	Object Permission	Object Types	Fields	Field Permissions
   address__v	RE	companymaintained__v repmaintained__v	sample_send_status__v Ship-To DEA fields (optional)	Edit
   call2__v	CRE	All applicable object types	sample_send_card__v ship_address_line_1__v ship_address_line_2__v ship_city__v ship_country__v Ship-To DEA fields (optional) ship_license__v ship_license_expiration_date__v ship_license_status__v ship_state__v ship_to_address__v ship_zip__v ship_zip_4__v The ship_to_address_text__v formula field on the call2__v object can be used in reports instead of the individual fields above. If users are granted edit field permission to the ship_to_address_text__v field and it is placed on the appropriate call2__v layouts, the full Ship To Address text value (with untranslated State and Country picklist values) displays.	Edit
   call2_sample__v	CRED	n/a	delivery_status__v	Edit
   call2_sample_cancel__v	C	n/a	n/a	n/a
   sample_order_transaction__v	R	brc__v	account__v call_date__v call_datetime__v city__v comments__v confirmed_quantity__v credentials__v delivery_status__v distributor__v manufacturer__v quantity__v reason__v receipt_comments__v received__v ref_order_transaction_id__v salutation__v sample__v sample_card_reason__v sample_send_card__v sample_u_m__v ship_address_line_1__v ship_address_line_2__v ship_city__v ship_license__v ship_license_expiration_date__v ship_license_status__v ship_state__v ship_zip__v ship_zip_4__v ship_country__v shipment_id__v signature_date__v state__v status__v submitted_date__v territory__v u_m__v zip__v zip_4__v	Read

8. Grant access to the Sample Order Transaction tab for all users making BRC sample calls.

9. Navigate to Admin > Configuration > Objects > product__v > Fields.

10. Remove 'brc__v', 'TRUE', from the no_promo_items__v field formula expression on the product__v object. Ensure the formula field expression matches the following:

    Case(product_type__v, 'detail__v', 'TRUE', 'order__v', 'TRUE', 'kit_item__v', 'TRUE', 'market__v', 'TRUE', 'submarket__v', 'TRUE', 'inventory_monitoring__v', 'TRUE', 'product_group__v', 'TRUE', 'sample_product_group__v', 'TRUE', 'detail_group__v','TRUE', 'detail_topic__v', 'TRUE', 'FALSE')

11. Ensure the BRC product type exists in the Product Catalog. If not, create it:

    • Navigate to Admin > Configuration > Objects > product__v > Fields
    • Select the product_type__v field
    • Select Create in the Picklist Values section
    • Add brc__v as a picklist value name
    • Select Save
12. Define a format for sample send card numbers, if using Paper-Based Sampling:
• Navigate to Business Admin > Objects > messages__v
• Update the SAMPLE_SEND_CARD_REG_EXPRESS;;CallReport Veeva Message text field with a regular expression defining the expected sample send card number format. Expressions in this field validate and enforce text length, alphanumeric constraints, capitalization, and checksums for sample send card numbers. This can significantly reduce data issues resulting from invalid sample send card numbers.

  For example, to enforce a value that is exactly 10 numeric characters, enter the regular expression ^[0-9]{10}$

Layout Configuration

Complete the following layout configuration:

1. Navigate to Admin > Configuration > Objects > product__v > Layouts.

2. Add the following fields to the appropriate layouts on the product__v object:

   • distributor__v
   • manufacturer__v
   • sample_quantity_bound__v
   • sample_quantity_picklist__v
   • sample_u_m__v
   • user_aligned__v
3. Navigate to Admin > Configuration > Objects > sample_order_transaction__v > Layouts.

4. Add the following fields to the appropriate layouts on the sample_order_transaction__v object:

   • ship_license__v
   • ship_license_expiration_date__v
   • ship_license_status__v
5. Navigate to Admin > Configuration > Objects > account__v > Layouts.

6. Add the Call Samples related object section to the appropriate person account layouts on the account__v object.

7. Navigate to Admin > Configuration > Objects > call2__v > Layouts.

8. Place the sample_send_card__v field on the call2__v layout, for Paper-Based Sampling.

Optional Configuration

Optionally, place additional fields on the appropriate call2__v layouts to display license information:

1. Navigate to Admin > Configuration > Objects > call2__v > Layouts
2. Place the following fields on the appropriate layouts:
• Ship-To DEA fields (optional)
• ship_license__v
• ship_license_expiration_date__v
• ship_license_status__v