Mid-Negotiation Order Delivery Splitting

  • CRM Desktop (Windows)
  • iPad

Users can help pharmacies determine when and where to deliver selected products, and at a specified frequency, as part of the negotiation process using Mid-Negotiation Order Delivery Splitting. Deliveries can be split by Date, Address, or Wholesaler. Each order can be split into up to 12 deliveries.

See Post-Negotiation Order Delivery Splitting for information on splitting orders after the negotiation process is complete.

Validation rules are not supported.

Configuring Mid-Negotiation Order Delivery Splitting

To configure this feature:

  1. Ensure initial configuration is complete.
  2. Grant users FLS edit permission to the Delivery_Location_vod field on the Order_vod object.
  3. Grant users FLS edit permission to the Quantity_vod field on the Order_Line_vod object and add it to the appropriate page layout.
  4. Define a value between 2 and 12 in the Number_Delivery_Dates_vod Veeva Setting. This value defines how many delivery dates the user can add to the order. The maximum number is 12 for all platforms.
  5. Enter a value of 1 for the OM Delivery Split Mode Veeva Setting.
  6. Enter a value for the OM Disable Quantity Split Rollup Veeva Setting:
  7. 0 = disabled (default)
  8. 1 = Determines if the individual split quantities roll-up to the master quantity on the Order Line.
  9. Grant users FLS edit permission to the following fields on the Order_vod object and place them on the appropriate page layout:
  10. zvod_Delivery_Date_vod
  11. zvod_Delivery_Address_vod
  12. zvod_Delivery_Wholesaler_vod

    The fields' position on the page layout determines the order in which they display in the dedicated split section of the page layout.

  1. Grant users FLS edit permission to the Delivery_Rank_vod field on the Order_vod object. Delivery Rank is determined during order entry. The first split is 1; the second is 2, etc. It is not required to expose the Delivery_Rank_vod field on the page layout.
  2. Clear the Veeva Cache.

If splitting lines by wholesaler using the Account_Partner_vod object:

  1. Grant users FLS edit permission to the following fields on the Account_Partner_vod object:
  • Name
  • Account_Partner_ID_vod
  • Account _vod
  1. Enable the following record types:
  • Wholesaler_vod
  • Delivery_Location_vod

Using Mid-Negotiation Order Delivery Splitting

If OM_DELIVERY_SPLIT_MODE_vod = 1, the Add Delivery button displays. For all new delivery split Orders, a message displays to warn the user.

On the order lines:

  1. Select the Add Delivery button.
  2. Select the Address from the picklist.
  3. Select the Delivery Date.
  4. Select the Wholesaler, if applicable.
  5. Select the Quantity for the split delivery.