Question:

How do the values of Apply_Limit and Limit_Applied fields on the Call Sample object control Sample Limit processing in CRM?

Answer:

The following explains the use of these settings:

• Apply_Limit = false and Limit_Applied = false: Sample Limit processing is not applied, but adhoc Sample Limit records can be created if a related Sample Limit Template exists.
• Apply_Limit = true and Limit_Applied = false: Standard Sample Limit processing is used. After completion, these values are changed to Apply_Limit = false and Limit_Applied = true by triggers.
• Apply_Limit = false and Limit_Applied = true: Sample Limit processing is not applied because these values indicate that it was already processed. 
• Apply_Limit = true and Limit_Applied = true: This combination is not valid. Sample Limit processing is not applied.

Call and Call Sample and records can be data loaded using the following steps:

1. Set up the Sample Templates.
2. Load the Call records. Be sure that they are in Saved status.
3. Load the Call Sample records:  

• The batch size needs to be lower than 15.
• Be sure to flag the Apply_Limit flag to true.
• Do not map the Limit_Applied flag. If the Limit_Applied flag is mapped, the disbursed quantity calculation fails.
• Order the Call Sample files by date: oldest first. This is important for rolling limits.
• Submit Calls with a separate load. No disbursement can be mapped to true.

• If no sample disbursement is necessary for historical calls.
• Sample Limit Transaction records need to be created.
• If it is mapped to false, all the related records must exist in the org (Sample Lots, etc.).

Related Documentation:

CRM Help Documentation: Creating Sample and Product Limits