To configure this feature, ensure Configuring Sample Management is complete.

To create a sample return:

1. Select New Return from the Sample Transactions section of the My Samples tab and complete the appropriate fields.
   Users can select inactive sample lots (active__v checkbox is not selected) from the Sample and Lot # picklists on sample returns, unlike sample transfers. Address information populates automatically, based on the selected Return To address’s rep_roster__v record.

   The selected picklist value for the return_to__v field, for example, hq__v, must be an exact match for the value in the username_external_id__v field on the rep_roster__v record; otherwise, the address fields do not populate. See Maintaining Sample Data Integrity for more information.

   

2. Select Save to submit the record.
3. Select Continue to confirm the submission.

Once the return is submitted, the selected samples are subtracted from the user’s sample inventory. Users cannot edit submitted records. For information on unlocking submitted records as an admin, see Unlocking Submitted Sample Transaction and Inventory Records.

Creating Returns for Other Users

End users can create returns for other users if they have access to the other user’s Sample Lot data. By default, users can only create returns for themselves. Sample admin users can grant users access as needed using Vault Dynamic Access Control (Sharing Rules).

To create a return for another user, use the adjust_for__v lookup field to select the appropriate user. The Sample and Lot # picklists on the return record display the products and sample lots available to the selected user.

If a user attempts to create a return for another user that they do not have access to, the Sample and Lot # picklists do not display any values and the return cannot be submitted.