Unresolved product disbursements and their resolution
Key Takeaway
When a rep drops samples they hold but haven't acknowledged, the drop goes through and its Product Disbursement record is created with a warning. To correct the inventory, the rep acknowledges the received inventory and then resolves that Product Disbursement record.
An unresolved product disbursement is a sample drop that Sample Inventory Management lets a rep complete even though the system shows too little inventory. You get one when the rep physically holds the samples but hasn't yet acknowledged receiving them. The drop goes through right away. The rep brings the inventory records up to date afterward.
An unacknowledged receipt
The situation starts when a rep has samples in hand from a transfer or a replenishment but hasn't confirmed receipt. Inventory on record looks insufficient, while inventory at hand is sufficient.
Sample Inventory Management doesn't block the sample drop in this case. The rep can perform the disbursement anyway, but the Product Disbursement record is created with a warning.
While the disbursement is unresolved, the system temporarily pauses updates to two fields: the Product Batch Item's "Remaining Quantity" and the Product Item's "Quantity On Hand".
Priya receives a replenishment of 30 sample units on Monday morning. She doesn't acknowledge it yet, so her inventory on record looks insufficient even though the units are in her car. At her first visit, she drops 4 units with a physician. Sample Inventory Management lets the drop go through, and the Product Disbursement record is created with a warning. Updates to Remaining Quantity and Quantity On Hand pause while the disbursement is unresolved. That evening, Priya acknowledges the 30 received units in the Sample Inventory Management dashboard. Then she opens the Product Disbursement record from the App Launcher and clicks the Resolve Disbursement button her admin added.