Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/UsingAcctPlans/FormularyMatrixAccountPlan.htm

## Formulary Matrix from Account Plans

Users can view the Formulary Matrix from a dedicated tab directly on account plans. This enables users to quickly identify advantages or disadvantages in competitor products across various benefit plans and provide relevant product information to the account targeted by the plan. Customers can also replace the default visualization with a custom account plan formulary X-Page, without impacting the formulary X-Page available from the [accounts entry point](FormularyMatrix.htm).

**Who can use this feature?**

* Key Account Managers — Browser
* [Viewing the Formulary Matrix from an Account Plan](#Viewing)
* [Editing an Existing Benefit Design Line](#Editing)
* [Creating a New Benefit Design Line](#Creating)
* Users do not require an additional license

### Configuring Formulary Matrix from Account Plans for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

To configure this feature:

1. Ensure the following are complete:

   * [Configuring Accounts](../../Accounts/AcctConfig.htm)
   * [Configuring Account Plans](../Config/ConfiguringAccountPlans.htm)
   * [Configuring X-Pages](../../X_Pages/X_PagesConfig.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate Permission Set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_plan\_\_v | R | All applicable object types | * account\_\_v * name\_\_v * parent\_design\_\_v * type\_\_v | Read |
   | benefit\_design\_\_v | R | n/a | - account\_\_v - name\_\_v - parent\_design\_\_v - type\_\_v | Read |
   | benefit\_design\_line\_\_v | R | n/a | - benefit\_design\_\_v - benefit\_design\_line\_status\_\_v - modified\_date\_\_v - name\_\_v - notes\_\_v - notes\_source\_\_v - restrictions\_\_v - restrictions\_source\_\_v - status\_source\_\_v - type\_\_v | Read |
   | formulary\_products\_\_v | R | n/a | - competitor\_\_v - market\_\_v - name\_\_v | Read |
   | preferences\_\_v | CRE | n/a | formulary\_view\_\_v (optional) | Edit |
6. Grant access to the **account\_plan\_formulary\_xpages\_section\_\_v** object control.
7. Navigate to **Admin > Configuration > Objects > account\_plan\_\_v**.
8. Ensure the **account\_plan\_formulary\_xpages\_section\_\_v** object control is added to the appropriate account plan layouts.

   If a custom [Formulary Matrix X-Page](../../X_Pages/X_PagesStudio/DefineLayout.htm) is not in use, the section displays the standard formulary visualization.
9. Navigate to the **benefit\_design\_line\_\_v** object.
10. Place the following fields on the appropriate layouts:
    * Details section
    * Benefit Design (benefit\_design\_\_v)
    * Type (type\_\_v)
    * Status and Restrictions section
    * Benefit Design Line Status (benefit\_design\_line\_status\_\_v)
    * Restrictions (restrictions\_\_v)
    * Notes (notes\_\_v)
    * Status and Restrictions (Source) section
    * Status (Source) (status\_source\_\_v)
    * Restrictions (Source) (restrictions\_source\_\_v)
    * Notes (Source) (notes\_source\_\_v)
11. Navigate to **Business Admin > Picklists > formulary\_products\_market\_\_v**.
12. Activate, inactivate, or add the desired values in the **formulary\_products\_market\_\_v** picklist.

#### Customizing the Formulary Matrix

A default Formulary Matrix visualization is delivered out-of-the-box. Content creators can build their own Formulary Matrix X-Page in X-Pages Studio or with a custom-coded X-Page to replace the default Formulary Matrix visualization. For more information, see [Defining X-Pages Layouts](../../X_Pages/X_PagesStudio/DefineLayout.htm).

### Using Formulary Matrix from Account Plans as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Key Account Managers](#)

Key Account Managers (KAMs) can manage and update benefit design details directly within the context of the account plan.

#### Viewing the Formulary Matrix from the Account Plan

Users can view product coverage across multiple benefit designs and markets to prepare for customer meetings.

The account plan formulary displays as a tab on the account plan immediately before the other account\_plan\_\_v X-Pages tabs.

The visualization uses the same native X-Page that is displayed from the [account entry point](FormularyMatrix.htm), with the account targeted by the plan as the root account.

Customers can customize the X-Page for the account plan formulary without impacting the page available from the accounts entry point. For information, see [Customizing the Formulary Matrix](#Customizing).

To view the formulary matrix:

1. Navigate to the account plan.
2. Select the **Formulary Matrix** tab. The matrix loads automatically based on saved preferences or default All selections.

   ![](../../../Resources/Images/AccountPlans/FormularyMatrix/PlanEntryPoint/FormularyMatrixTab-Plan.png)
3. Select a specific plan from the **Benefit Design** dropdown to view details for a single plan, or select All to view a comparison of all plans related to the target account.
4. Select a value from the **Formulary Products** dropdown to filter the rows by a specific therapeutic area or market, or select **All Formulary Products** to display only products where the competitor field is not selected.

   ![](../../../Resources/Images/AccountPlans/FormularyMatrix/PlanEntryPoint/FormularyMatrix-FilterProducts.png)
5. Use the **Status** or **Restrictions** dropdowns to further filter the matrix. The table displays records that meet any of the selected criteria when multiple filters are applied.

The matrix distinguishes between company products and competitor products by displaying a checkbox in the Company Product column for competitor items.

Selecting the hyperlink for a product navigates to the existing benefit\_design\_line\_\_v record. If the user has Edit permission to the record, the page displays in edit mode.

#### Editing an Existing Benefit Design Line

To edit an existing benefit design line:

1. Navigate to the account plan.
2. Select the **Formulary Matrix** tab.
3. Select an individual plan from the **Benefit Design** dropdown.
4. Select the product name hyperlink in the matrix. The user is directed to an edit page where they can edit the record details based on the configured layout.

   ![](../../../Resources/Images/AccountPlans/FormularyMatrix/PlanEntryPoint/FormularyMatrix-EditLine.png)
5. Modify the necessary fields.
6. Select **Save** and navigate back to the account using the breadcrumb. The matrix refreshes to display the updated data.

#### Creating a New Benefit Design Line

To create a new benefit design line:

1. Navigate to the account plan.
2. Select the **Formulary Matrix** tab.
3. Select an individual plan from the **Benefit Design** dropdown.
4. Select the hyperlink for a product that does not have an existing benefit design line.
5. Select the appropriate object type if prompted.
6. Enter the record details in the create page.
7. Select **Save**.

### Related Topics

[Creating Products in the Product Catalog](../../Products/CreateProducts.htm)

[X-Pages Overview](../../X_Pages/X_PagesOverview.htm)

[Formula Matrix from Accounts](FormularyMatrix.htm)