Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallSampling/SubmitCallwSamples/SignSaveTransactions.htm

## Creating Sample Transactions on Sign Save

Creating sample transactions on sign save increases the accuracy of system-generated on-hand inventory totals and aids in sample reconciliation. Sample transaction records are generated and sample-related fields and sections are locked after users save the call report. Samples on these signed, but unsubmitted, call reports are still counted as disbursed, and therefore no longer part of the user’s on-hand inventory.

**Who can use this feature?**

* End Users — iPad, iPhone (Browser coming soon)
* [Using Samples on Sign Save](#Using)
* Users do not require an additional license

### Configuring Samples on Sign Save for

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

To configure this feature:

1. Ensure the following configuration is complete:
   * [Configuring Call Sampling](../Config/ConfiguringCS.htm)
   * [Configuring Products for Call Sampling](../Config/ConfiguringProductsCS.htm)
   * [Configuring Sample Requests (BRCs)](../Config/ConfiguringBRCs.htm), if using BRCs
2. Navigate to **Business Admin > Objects > Veeva Settings**.
3. Select the following Veeva Setting check boxes:
   * **enable\_samples\_on\_sign\_save\_\_v**
   * **disable\_sign\_button\_\_v**

### Using Samples on Sign Save as

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

When users add samples to a call report, capture an electronic signature, and then save the call report, the following account information and sample/BRC related fields become read-only:

* Account
* Address
* Samples
* BRCs/sample requests
* Call Date
* Signature Date (if captured)
* Sample Card # (if populated)
* Sample Send Card # (if populated)

For promotional items, quantities and recipients are still editable after the user captures a signature and saves the call report.

![](../../../Resources/Images/Activities/CallReporting/CallReportSampling/Advanced/SaveVSSubmit.jpg)

### Related Topics

[Validating Samples on Signature Capture](../CaptSigforSampling/ValidateOnSign.htm)

[Submitting a Call with Samples](Submitting.htm)