Preventing Negative Sample Inventory
To reduce discrepancies in inventory counts, users can be prevented from recording product disbursements exceeding their on-hand inventory for the product sample lot.
For example, your sample inventory only shows two boxes of a product remaining, even though you actually have several cases on hand. If you attempt to disburse more than two boxes of the product, you are prevented from adding the boxes to the call report and inadvertently creating a negative sample inventory count.
Veeva recommends enabling either Preventing Negative Sample Inventory or Displaying the Negative Sample Warning Indicator. If users are allowed to complete disbursements as originally entered, even if they cause a negative inventory count, enable Displaying the Negative Sample Warning Indicator instead of Preventing Negative Sample Inventory.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone Users (Browser, Windows coming soon)
- Users do not require an additional license
- End Users
Configuring Preventing Negative Sample Inventory for
End Users
To configure this feature:
- Ensure the following configuration is complete:
- Populate the prevent_neg_sample__v Veeva Setting with the number 1.
This functionality is not supported for unique activities group calls when Creating Sample Transactions on Sign Save is enabled.
Using Preventing Negative Sample Inventory as
End Users
If users enter a value in the quantity__v field on the call report exceeding the inventory count for the product, an error displays and they are prevented from adding the product to the call report. This functionality applies for products with lot numbers, including virtual lot numbers for non-sample products, if configured.
The error does not display if the user already captured a signature, sample card number, or sample send card number for the call.
If users attempt to save, submit, or capture a signature on a call report where the value in the quantity__v field exceeds the inventory count for the product, the error displays.
If there are multiple errors, the error for preventing negative sample inventory displays first.
