Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/Config/ConfiguringBRCs.htm

## Configuring Sample Requests (BRCs)

Sample requests, also known as Business Reply Cards (BRCs), enable users to create sample orders on behalf of requesting HCPs. To configure sample requests, complete the following configuration in addition to [Configuring Call Sampling](ConfiguringCS.htm).

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring Call Sampling](ConfiguringCS.htm) 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](../SamplingRegReq/EnablingCS.htm#Configur2)   (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](../SamplingRegReq/EnablingCS.htm#Configur2)   (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 Read 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 |
   | 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](../CaptSigforSampling/PaperBased.htm):

* 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](../CaptSigforSampling/PaperBased.htm).

#### 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](../SamplingRegReq/EnablingCS.htm#Configur2) (optional)
* ship\_license\_\_v
* ship\_license\_expiration\_date\_\_v
* ship\_license\_status\_\_v

### Related Topics

[Configuring Call Sampling](ConfiguringCS.htm)

[Configuring Products for Call Sampling](ConfiguringProductsCS.htm)

[Creating Sample Requests (BRCs)](../Disbursements/CreateBRC.htm)

[Aligning Promotional Products and BRCs by User](../Disbursements/UserAligned.htm)