Adv Ant Edge Canada User Guide
Adv Ant Edge Canada User Guide
Adv Ant Edge Canada User Guide
User’s Guide
1. INTRODUCTION .................................................................. 1
1.1. What is AdvantEDGE? .................................................... 1
1.2. Architectural Overview ................................................... 1
1.3. Validated System .......................................................... 2
1.4. Benefits........................................................................ 2
1.5. Screen Layout ............................................................... 2
1.6. Accessing AdvantEDGE................................................... 4
1.6.1. Logging In .............................................................. 4
1.6.2. Logging Out ............................................................ 5
1.7. Terminology.................................................................. 5
1.8. Support........................................................................ 6
1.9. Using This Manual ......................................................... 6
2. PROFESSIONALS................................................................. 7
2.1. Professionals List ........................................................... 9
2.2. Pre-Call Analysis...........................................................10
2.3. Recording a Call ...........................................................10
2.3.1. Smart Call..............................................................13
2.3.2. List Button (Samples Dropped) .................................13
2.3.3. Planned Button (Samples Dropped) – FUTURE ............13
2.4. Activities .....................................................................14
2.5. Account Affiliations .......................................................14
2.6. Professional Affiliations..................................................14
2.7. Adding a New Professional .............................................15
2.8. Adding/Removing an Address.........................................17
2.9. Setting a Primary Address .............................................17
2.10. Change Requests - Professionals ....................................17
2.11. Querying Rx Data - Professionals....................................18
3. QUERYING ........................................................................20
3.1. Creating a Query ..........................................................20
3.2. Saving a Query ............................................................20
3.3. Deleting a Query ..........................................................21
3.4. Refining a Query ..........................................................21
3.5. Useful Querying Operations ...........................................21
4. MENU FUNCTIONS .............................................................23
4.1. Undo Record ................................................................23
4.2. Record Count ...............................................................23
4.3. Columns Displayed .......................................................23
4.4. Advanced Sort .............................................................24
4.5. Export.........................................................................25
4.6. Column Functions .........................................................26
Central Database
1.4. Benefits
AdvantEDGE offers many benefits including:
• Strategic System for Decision Making
• Analytic Reporting of Sales Metrics Data
• Targeting of Key Customers
• 360 View of Customers
• Streamlining Business Processes
• Sharing of Customer Information
• Transferring Customer Knowledge between
Colleagues
Application
Screen
tool bar Link bar
Thread
Bar
List applet
Previous –
View Next Record
tabs
Form
applet
Select
button
Previous
Record
Previous
Set
Record
Hyperlinks
Next
Record
Set Next
Record
Select
button
Drop Calendar
Down button
arrow
1.7. Terminology
Term Description
AdvantEDGE Name of Siebel system used by Novo
Nordisk in North America (i.e., Canada &
US)
DBM District Business Manager
Rep Sales Representative
SC or SAC Sample Compliance (team at Head Office
which addresses all Samples Management
concerns); SC is used interchangeably with
SAC (Sample Accountability & Compliance)
which is the term used in the US. For
consistency, we use the term “SAC”
throughout this document.
The Link Bar and View tabs allow you to access the many
applets of information regarding the selected Professional.
By default, the Link Bar displays the Professionals List.
The selection made in the Link Bar will determine which
View tabs are displayed. The following table displays a
summary of the applets on the Professionals screen.
Note:
• To simplify recording Samples Dropped, use the Hide
function to only show the Samples you are currently
working with.
Note:
• When adding a “New” Professional, you cannot
immediately enter a call. You need to step off the
record (i.e., access another Professional) and then
step back on the record to allow the system to Save
the Professional before entering a call.
4.5. Export
To Export the data of a List Applet:
1. From the List Applet, select Menu/Export.
2. A dialog box is displayed to help you specify the details
of the Export. Accepting the defaults is recommended
as indicated below:
Click Open.
4. Excel opens with the exported data.
5. To Save the data, click File/Save As from the Excel
menu bar and specify the following attributes:
• Navigate to an appropriate Folder (e.g., My
Documents).
• Set Save as type to “Microsoft Office Excel
Workbook (*.xls)”. Note: Siebel exports data in a
raw Unicode Text format by default.
• Set the File name of the file. Note: Siebel uses
output[1].csv by default.
The Link Bar and View tabs allow you to access the many
applets of information regarding the selected Account. By
default, the Link Bar displays the Accounts List. The
selection made in the Link Bar will determine which View
tabs are displayed. The following table displays a
summary of the applets on the Accounts screen.
Notes
• To quickly view Call information, position the cursor
over the Call to invoke a pop-up.
• You can also drill-down to the Call Screen by clicking
on the Call hyperlink.
• You can set your default Calendar view using Site
Map / User Preferences / Calendar. The “Weekly
(7 day)” view is recommended.
Useful pre-defined queries on the Calendar screen are:
• Canada – Planned Calls
• Canada – Submitted Calls
$
$
$
Note:
• You will find that the Expense Report module contains
both List applets and Form applets which display the
same data. It is recommended that you use List
applets for querying data and Form applets for entering
data.
Note:
• The actual Disbursement of Samples to a Professional
(i.e., Sample Drop) is covered in the “Call Recording”
section of this document.
12.2.2. Transfer In
The Rep receiving Sample Transfers must acknowledge the
Transfer In transaction so that your sample inventory
reflects what is physically on hand. To record a Transfer
In transaction, you need to perform the following steps:
1. Synchronize. This will pickup the Transfer In
transaction triggered from the sending Rep.
2. Click the Samples / Received Samples screen.
3. From the “My Received Samples” applet, highlight the
corresponding Transfer In record. The record will have
a status of “In Progress”. The “Line Items” list applet at
the bottom of the screen will display the details of the
transfer.
4. Fill in the Date / Time Received field to specify the
date/time that the transfer was received. The field
defaults to the current date/time.
5. Enter the sample counts for each Lot # in the Received
Quantity field. The values default to those entered by
the Rep who recorded the Transfer Out, so if all
quantities are correct, you do not need to change
anything. If however the quantities are incorrect,
update them and enter a brief description in the
Comments field.
6. Click Submit to complete the receipt of the Transfer In.
The Lot #s are now part of your sample inventory
balance in AdvantEDGE.
Note:
If in step 9), there are transactions (i.e.,
Disbursements, Received Samples, Sent Samples, or
Samples Adjustments) with a status of “In Progress”,
you will not be able to Submit your Inventory Count and
a corresponding error message is displayed. You will
need to return to the appropriate screens to check for
“In Progress” transactions and Submit them.
12.4.2. Reconciliation
The Reconciliation Process is used to account for any
discrepancies between your physical inventory (i.e.,
Inventory Count) and your AdvantEDGE inventory (i.e.,
what the system calculates you to have on hand).
The AdvantEDGE On Hand Inventory is calculated as
follows:
AdvantEDGE Inv. = Inv. at Start of Inv. Period
+ Shipments Received
Important Notes:
Look at the “Reconciliation” screen immediately after
submitting an inventory count to determine if
adjustments are needed to bring the Differences to 0.
If you do not Submit for Reconciliation the closed
inventory period prior to taking your next inventory
count, the system will prevent you from submitting your
next inventory count.
Note:
You can change the Professional directly on the Call
Screen by clicking the “Last Name” pick-list icon. This
is useful when you recorded Sample Data on the Call
Screen and the original Professional when you started
the Sample Drop is no longer available.
Important Note:
• When you are finished assessing the other Position, you
must switch back to your regular Position. BE
EXTREMELY CAREFUL THAT YOU DO NOT SUBMIT
EXPENSES ERRONEOUSLY UNDER THE WRONG
POSITION.