Default Functionality for Sample Management

The following functionality is automatically available to users after initially configuring Sample Management:

Creating Records for Sample Management- In order to transfer new sample lots to end users, admins must create the appropriate product, sample lot, and Rep Roster records
Managing Picklist and Field Values for Sampling - In the initial setup, and as-needed going forward, admins define values for picklists and fields on the Sample Transaction and Sample Inventory objects
Managing HCP License Information - Admins enter, update, and maintain the HCP license information used to calculate whether an account is eligible to receive sample disbursements

Transferring Sample Lots To Users - Once the appropriate product records are created, an admin or an external software integration transfers sample lots to users
Confirming Product Receipt - End users must confirm the type and quantity of products they receive from sample distributors
Transferring Products - If end users have too much of a particular product or are changing territories, they can transfer their products to other users
Creating Product Adjustments - End users can create adjustments to their calculated sample inventory to reflect product loss or incorrect calculation
Disbursing Products with Call Sampling - End users disburse products to accounts during calls, and record these disbursements on the call report via Call Sampling. When users submit a call report with samples, disbursement-type sample transaction records are created for each sample or BRC selected on the call report.
Returning Products - If end users have too much of a particular product or if there is a product recall, they can return products to the sample distributor

Capturing Inventories - End users conduct inventories and record their on-hand inventory as part of sample reconciliation
Capturing Inventories for Other Users - Managers, admins, and auditors can capture product inventory for another user
Activating and Deactivating Sample Lots - To manage which sample lots display on the call report, end users mark sample lots as active or inactive
Requesting Sample Lots - End users can request new sample lots for products they are already assigned

Maintaining Sample Data Integrity - Because sampling is highly regulated and controlled, general security controls, data sharing rules, and audit records help maintain data integrity for samples and sample data
Unlocking Submitted Sample Transaction and Inventory Records - To help comply with PDMA regulations and create an audit trail, only admins can edit certain parts of past sample transactions, and any changes to sample-related records are automatically recorded in Veeva CRM