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            Create Custom Generic Sample Limit Templates

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            Create Custom Generic Sample Limit Templates

            To apply similar rules or configurations across different teams, geographies, or products with only small changes, create a custom generic template. When you create a custom generic sample limit template, you clone the generic sample limit template provided by Life Sciences Customer Engagement. Your custom generic template includes the default generic template’s rules and conditions.

            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 custom generic sample limit templates: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select Sample Limits.
            3. Select Sample Limit Templates, and then click New.
            4. Enter a unique label and API name for the template.
            5. Enter a priority number for the template.
              The priority determines which template takes precedence when multiple templates apply to the same sample disbursement.
            6. To determine what happens when sample limits are violated, select the limit enforcement type.
              • To block additional disbursements, select Error.
              • To enable sales reps to decide whether to continue with the disbursement or not, select Warning.
            7. To make the template available for product assignments, select Active.
            8. Save your changes.

            After you create your template, you can assign the template to products and run jobs to apply sample limit rules to accounts and products.

            Note
            Note Initializing sample limits doesn't create new sample limit records when accounts have existing limits from a custom generic template with a higher priority. To create new sample limit records for the account, add another custom generic template with a higher priority and initialize it.
             
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