HCO account record types eligible to receive samples
Key Takeaway
HCO sample eligibility is set by account record type. To make an HCO record type eligible, add its API name to "HCO Types Allowed for Samples and Items" in the Life Sciences Commercial Admin Console.
Sample disbursement lets field reps record the physical samples they give to health care professionals during visits. An admin configures it in the Life Sciences Commercial Admin Console. Only certain accounts should be allowed to receive samples. For health care organizations (HCOs), the admin controls this with a single setting that lists the eligible account record types.
Eligibility is based on record type
Eligibility to receive samples is based on the account's record type, not on individual accounts. HCOs are business accounts, so the admin lists the business account record types that are eligible to receive samples. Those record types go in one field: HCO Types Allowed for Samples and Items.
A company may want a new kind of organization to receive samples, such as accounts with a new HCO record type. In that case, the consultant adds that record type to HCO Types Allowed for Samples and Items.