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            Create Advanced Sample Limit Templates

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            Create Advanced Sample Limit Templates

            To define custom sample limit rules for more complex needs and for regions with stricter requirements, create an advanced sample limit template. For example, use an advanced template to configure sample limit rules for three years from the first drop date.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create advanced sample limit templates: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits, and then select Sample Limit Templates.
            3. Click New, and then click Advanced.
            4. Enter a unique label and API name for the template.
            5. To make the template available for product assignments, select Active.
            6. To configure this template similar to the provided country-specific templates, select Required by Law.
            7. If the template isn’t required by law, select the enforcement type to determine what happens when sample limits are violated.
              • To block additional distributions, select Error.
              • To let sales reps choose whether to continue with the distribution or not, select Warning.
            8. To determine how to apply the template's rules, select the rule operator.
            9. Under Sample Limit Rules, enter a name for the first rule and how many samples can be distributed per period and per visit.
            10. Select the period type, and enter the other details for the rule.
              • To enforce sample limits from the date of the first sample distribution, select Rolling Start. Set an interval to define how long to enforce limits after the first drop. Set an offset to add a delay or shift from the time of the first drop.
              • To enforce sample limits from a fixed start date, such as the product’s launch date, select Fixed Start. Set an interval to define how long to enforce limits after the start date. Set an offset to add a delay or shift from the start date.
              • To set the maximum number of samples that can be distributed within a specified date range, select Date Range .
              • To set the maximum number of samples that can be distributed within a calendar year, select Calendar Year.
            11. Create more sample limit rules, or delete the ones that you no longer need.
              You can create up to 3 rules.
            12. Save your changes.

            After you save your template, you can assign it to products and run jobs to apply its sample limit rules to accounts and products.

             
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