Managing Picklist and Field Values for Sampling
To ensure users can select the appropriate picklist options, and that quantity data is entered in the appropriate format, sample admin users define picklist options and field values on the sample_transaction__v and sample_inventory__v objects. Picklist and field value management is optional; organizations may not need additional field and picklist value management, beyond the default values provided by Vault CRM.
Who can use this feature?
- Sample Admin Users — Browser
- Modifying Adjustment Reason Picklist Values
- Modifying ‘Return To’ Picklist Values
- Modifying the Inventory Impact Formula
- Modifying Inventory Type Picklist Values
- Users do not require an additional license
Configuring Managing Picklist and Field Values for Sampling for
Sample Admin Users
To configure this feature, ensure Configuring Sample Management is complete.
Modifying Adjustment Reason Picklist Values as
Sample Admin Users
By default, end users must select one of the following reasons for Creating Product Adjustments:
- Lost
- Stolen
- Destroyed
If an organization uses sample adjustments for additional reasons—for example, to correct mistakes in sample disbursement—sample admin users can create new picklist values on the reason__v picklist on the sample_transaction__v object to allow users to select the appropriate reason.
If an organization restricts the reasons for sample adjustments, deactivate the appropriate values on the reason__v picklist on the sample_transaction__v object. Users cannot view or select inactive picklist values.
Modifying ‘Return To’ Picklist Values as
Sample Admin Users
Users select a recipient for sample returns from the Return To picklist. By default, HQ is the only option defined on the return_to__v picklist.
Create new values on the return_to__v picklist on the sample_transaction__v object for all possible sample return recipients, including sample distribution centers, fulfillment vendors, sample warehouses or any third party sample management partners.
The return_to__v picklist value labels must be an exact match for the values in the name__v and name of the picklist with the username_external_id__v fields (for example, hq__v) on the Rep Roster record. Otherwise, the address information does not populate on the sample return transaction. For more information on creating Rep Roster records for sample return recipients, see Creating Rep Roster Records as.
Modifying the Inventory Impact Formula as
Sample Admin Users
To change how inventory impact is calculated based on the adjustment reason, sample admin users can modify the formula in the inventory_impact_quantity__v field on the sample_transaction__v to account for the adjustment reason selected in the reason__v picklist, as well as the type of transaction and quantity.
For example, when a user enters a quantity for a sample adjustment and selects Lost for the adjustment reason, the following logic subtracts the quantity entered from the user’s calculated quantity for the sample lot:
If(type__v = "adjustment__v"&& reason__v = "lost__v" && sample_transaction_status__v = "submitted__v", quantity__v, 0)
Modifying Inventory Type Picklist Values as
Sample Admin Users
By default, users must select one of the following inventory types for each sample inventory they create:
- Monthly
- Quarterly
- Year-end
- Close-Out
- Annual
If an organization supports additional inventory types—for example, weekly inventory—create new picklist values for each additional inventory type on the inventory_type__v picklist on the sample_inventory__v object.
If an organization does not use all of the default inventory types, deactivate the appropriate values on the inventory_type__v picklist on the sample_inventory__v object. Users cannot view or select inactive picklist values.
