Prerequisites for Sample Inventory Management

Permission Sets

• To enable sample inventory admins to configure the necessary sample inventory data, assign the Life Sciences Commercial Admin permission set.
• To help users create inventory count assessments and inventory operations, and acknowledge received samples, assign the Field Sales Representative permission set and the Health Cloud Starter permission set.
• To request and perform inventory audits, clone the Life Sciences Commercial permission set. Assign the Perform audits of Inventory Count Assessment records user permission to the user who’s the auditor. Assign the Request audits of multiple Inventory Count Assessment records user permission to the user who requests the audits.

Product Data Setup

• Create a Product record and a Life Science Marketable Product record. Make sure you select Drop or Drop and Ship as the distribution method in the Life Science Marketable Product record. This action ensures that sample products are visible during visits.
• Add the Production Batch and Product Item related lists to the Product object.
• Create product record types.
• Associate the product record types with the product specification types.
• Create picklist values for these fields.
  • Location object’s Location Type field
  • Inventory Operation’s Status field
  • Product Transfer’s Status field
  • Product Request’s Status field
  • Production Batch’s Quantity Unit Of Measure field

    You must add “Each” as a unit of measure.

Object Metadata Cache Configurations

To provide offline access to Sample Inventory Management in the mobile app, create object metadata cache configurations of type Data for these objects. For the Location object, add the primaryUserId = '{USER.ID}' SOQL filter condition.

• ProductItem
• ProductBatchItem
• InventoryOperation
• ProductDisbursement
• ProductionBatch
• Location
• Product2
• LifeSciMarketableProduct

Trigger Handlers

Note Make sure you activate these trigger handlers before you create records for Sample Management.

Sample Limits

• CalculateShippedQuantityHandler
• SampleLimitTransactionHandler
• NewAccountSampleLimitInitHandler
• NewAccountSampleLimitInitHandlerforHCO

Sample Inventory Management

• ProductTransferLockHandler
• ReceivedProductAllocationHandler
• ProductTransferValidationHandler
• TransferOutTriggerHandler
• ProductDisbursementSubmitLockHandler
• ProductDisbursementInventoryOpCreation
• LocationUserDupHandler
• LocationUserSharingHandler
• ProductBatchItemOwnershipHandler
• InventoryOperationLockHandler
• InventoryOperationSyncTxnHandler
• InventoryCountAssessmentLockHandler
• InventoryCountPBILockHandler
• ProductRequestLockHandler
• PrdReqLineItmUpdateAllocationHandler
• ProductRequestLineItemLockHandler
• ProductBatchItemUpdateByLotHandler
• InventoryCntPBIValidationHandler

Additional Configurations

On the Visit Administration tile’s Visit Settings tab, select Validate sample limits.