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Why are CRM Sample Lots Available Before the Rep Confirms the Receipt?

  • Updated

Overview:

Why are Sample Lots available to sample against before the Rep confirms the Receipt of the Sample Lot?

Root Cause:

Sample lots are available at the time of transfer if the ENABLE_RECEIPT_ACTIVATION Veeva Setting is not checked.

If ENABLE_RECEIPT_ACTIVATION is unchecked, Sample Lots are created as Active by default at the time of Transfer. If a Lot is Active, it is available for sampling on Calls without confirmation of receipt.

Enabling ENABLE_RECEIPT_ACTIVATION creates the Sample Lot as Inactive. The Lot remains Inactive until the rep Confirms the receipt.

Note: The ENABLE_RECEIPT_ACTIVATION Veeva Setting only applies to Sample Transactions with a Transfer_vod record type. 

Solution:

To enable the ENABLE_RECEIPT_ACTIVATION Veeva Setting: 

  1. Navigate to Setup and use the Quick Find box to search for and open the Custom Settings page.
  2. Select Manage Settings next to Veeva Settings on the Custom Settings page. 
  3. Select Edit. 
  4. Check the Box next to ENABLE_RECEIPT_ACTIVATION.
  5. Select Save. 
  6. Clear the Veeva Cache.
Note: If Veeva Settings are configured at the Profile level, this Setting must be enabled in both the Global and Profile Specific Veeva Settings.

Related Documentation:

CRM Help Documentation:

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