Territory quantity allocation validation and enforcement mode
Key Takeaway
Turn on "Validate territory quantity allocation", then set the mode: Error blocks overages, and Warning only alerts reps. Direct to Practitioner shipments are validated only against Ship allocations, so Direct to Practitioner requests for a product without a Ship allocation aren't limited.
Territory quantity allocation validation checks the samples that field reps disburse on visits against Territory Product Quantity Allocation records. These records set how much of a sample product a territory gets for a time period. They also set how much a rep can disburse in one visit. The enforcement mode decides what happens when a rep goes over. With Error, the visit is blocked. With Warning, the rep is warned and can continue.
Territory Product Quantity Allocation records
A Territory Product Quantity Allocation record allocates a sample product to a specific territory for a specific period. The period is defined in the Time Period object. The record also controls which products sales reps can access for sampling to healthcare professionals (HCPs).
Allocation records can hold these quantity fields:
- Allocated Quantity: the amount allocated to the territory for the period.
- Max Disbursement Limit Quantity: the most a sales rep can disburse in a given visit.
- Adjustment Quantity: an amount that adjusts the allocated quantity.
- Ordered Quantity: the total ordered and available for distribution in the territory.
Each allocation record has an allocation type. The type sets how reps disburse the product and which quantity fields you must define.
| Drop | Ship | |
|---|---|---|
| How reps disburse | Reps hand samples to HCPs during visits | Direct to Practitioner shipments |
| Required quantities | Max Disbursement Limit Quantity only | Allocated Quantity and Max Disbursement Limit Quantity |
Allocated Quantity applies only to Ship allocations. Drop samples are validated against physical inventory records instead, so a territory-level Allocated Quantity on a Drop allocation does not constrain reps.