Sample Management 

Purpose

You can use this business process to support automatic inventory management of samples, namely:

·        Posting issued drug samples in a pharmaceuticals field sales representative’s inventory

·        Repeat orders of drug samples

·        Physical inventory of the field sales representative’s inventory

In the last two cases, comparison with the actual stock is also supported.

 

Process Flow

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Posting Issued Drug Samples in the Field Sales Representative’s Inventory

       1.      System replicates inventory reduction (SAP CRM Enterprise)

You have documented the issue of samples to a doctor in an activity journal. The system replicates the inventory reduction.

       2.      System receives inventory reduction (SAP R/3)

       3.      Perform sample inventory posting (SAP R/3)

The system automatically posts the change in your drugs samples inventory.

Repeat Orders of Drug Samples

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       1.      Create sales order (SAP CRM Enterprise)

You create a sales order for purchase orders for samples. Purchase orders for samples can either be created for a doctor or for the field sales representative. If you want to create an order for samples for a doctor, you can have the system create it automatically from an activity by setting the Order Samples indicator.

For more information on creating and processing sales orders, see Quotation and Sales Order Management in the SAP Library under mySAP Customer Relationship Management ® CRM Enterprise ® Sales.

       2.      System replicates sales order (SAP CRM Enterprise)

SAP CRM Enterprise replicates the sales order in SAP R/3.

       3.      System receives sales order (SAP R/3)

       4.      Ship samples (SAP R/3)

The system automatically triggers the subsequent steps (delivery, account assignment).

       5.      Acknowledge receipt of delivery

If you, as a field sales representative, receive a delivery to replenish your stock, you confirm the quantity delivered.

       6.      Update inventory due to delivery discrepancies (SAP R/3)

If necessary, an office-based employee adjusts the stock, for example, if fewer samples were actually delivered than were ordered.

Physical Inventory of the Field Sales Representative’s Inventory

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       1.      Carry out physical inventory count (SAP R/3)

Field sales representatives check the samples inventory manually. They also enter the values determined by the system.

       2.      Reconcile inventory (SAP R/3)

Office-based employees compare the inventory manually. Legal regulations require regular manual physical inventories of the samples stock held by field sales representatives.