Fixed Units of Measure on Order Lines

  • CRM Desktop (Windows)
  • iPad

Customers use pre-packaging to manage stock and shipments of certain products only sold in multiples. For these products, ordering in multiples is defined in the Quantity_per_Case_vod field (in the product catalog for that product). The Fixed_UM_vod field must be selected for that product in the Product Catalog.

If the Fixed_UM_vod field is selected, users can only enter the pre-defined quantity. If the field is not selected, users can enter amounts in loose quantities.

For example, Sarah Jones places an order for Cholecap 10mg, which can only be sold in multiples of 5. She adjusts the quantity to 10 and adds it to the order.

Prerequisites

Ensure initial configuration is complete before enabling this functionality.

Configuring Fixed Units of Measure

To enable this feature:

  1. Grant users the following FLS permission to the Fixed_UM_vod field on the Product_vod object:
    • Admins - Edit
    • Users - Read
  2. Place the Fixed_UM_vod field on the appropriate Product_vod page layout.

  3. Place the Sample_UM_vod field on the appropriate Product_vod page layout.

  4. Edit the CASE Veeva message to update the label for container type on the order entry calculator. This step is optional.

  5. Edit the QUANTITY_PER_CASE Veeva message to update the units per container label on the order entry calculator. This step is optional.

This feature is not supported for Bundle Packs and Kit Items.

Using Fixed Units of Measure

To enable predefined limits for a product:

  1. Select the Product Catalog tab.

  2. Select a product of Product Type Order.

  3. Select Edit.

  4. Select a container type from the Sample U/M drop down list. This displays on the order entry calculator. Default values are Box, Case, and Carton.

  5. Enter the units in the Quantity_Per_Case_vod field.

  6. Select the Fixed U/M? check box.

  7. Select Save.

To create an order for a product using predefined limits:

  1. Select a product from the Product Selector or Table View.

  2. Select the increase button until the desired quantity is reached or enter a value using the calculator. Quantities can only be decreased or increased by increments of the multiple defined in the Product Catalog.

  3. Select the return button to add the quantity to the order line and continue order entry with the next editable field, or select Add & Close to add the quantity to the order line and return to the table view. The added quantity is validated by the system.
  4. Continue selecting products or editable fields, and adding or adjusting values until the order is complete.