SampleLimits

Defines regulatory or organizational limits on the quantity or frequency of sample distributions, typically per product, territory, or healthcare professional. This helps ensure compliance with sampling policies and industry regulations.

Columns


Name	Type	ReadOnly	Description
ID [KEY]	String	True	Unique identifier for the sample limit record within Veeva Vault.
Global ID	String	True	System-generated global identifier that uniquely distinguishes the record across environments.
Link	String	False	System-managed link reference used internally to associate related records.
Sample Limit Name	String	False	Descriptive name assigned to the sample limit, used for reference and reporting.
Status	String	False	Current lifecycle state of the sample limit record, such as Active, Inactive, or Draft.
Created By	String	True	Username or ID of the user who originally created the sample limit entry.
Created Date	Datetime	True	Timestamp indicating when the sample limit record was initially created.
Last Modified By	String	True	Username or ID of the user who last updated the sample limit entry.
Last Modified Date	Datetime	True	Timestamp marking the most recent modification to the sample limit record.
Account Types	String	False	Comma-separated list of account types to which the sample limit applies, such as HCP, HCO.
Disable Txn Create	Bool	False	Indicates whether transactions are blocked from being created under this sample limit.
Disbursed Amount	Decimal	False	Total monetary value of samples disbursed under the limit in the local currency.
Disbursed Amount Corp	Decimal	True	Corporate-calculated monetary value of disbursed samples, used for centralized financial tracking.
Local Currency	String	False	Local currency code used for financial fields, such as USD, EUR, or JPY.
Disbursed Quantity	Decimal	False	Total number of sample units that have been distributed under the current limit.
End Date	Date	False	Final date after which the sample limit is no longer valid or enforceable.
Enforce Limit	Bool	False	Specifies whether the system should actively enforce the limit during transaction processing.
External Id	String	False	Optional external identifier used to link this record with external systems or legacy databases.
Group Id	String	False	Identifier used to group related sample limits together, such as by region or product.
Limit Amount	Decimal	False	Maximum allowable monetary value that can be disbursed under this sample limit.
Limit Amount Corp	Decimal	True	Maximum allowable disbursement amount calculated by corporate standards, in corporate currency.
Limit Per Call	Bool	False	Specifies whether the sample limit should be applied on a per-call basis rather than overall.
Limit Quantity	Decimal	False	Maximum number of sample units that can be disbursed under this limit.
Merge Conflict Id	String	False	Identifier used to track records affected by data synchronization or merge conflicts.
Merged	Bool	False	Indicates whether the current record is a result of a merge operation.
Original Account Id	String	False	Identifier of the original account linked to this sample limit, used for auditing and historical reference.
Rolling Period	Decimal	False	Time period, in days or months, over which the disbursement limit is measured continuously.
Sample Limit Type	String	False	Categorization of the sample limit, such as Quantity-based, Value-based, or Custom.
Split Period	String	False	Defines how the sample limit is segmented over time, such as Monthly, Quarterly, or Annually.
Start Date	Date	False	Initial date from which the sample limit becomes active and enforceable.
Template Group	String	False	Template grouping identifier used to manage limits created from standardized templates.
Template in Use	Bool	False	Indicates whether this sample limit is currently active in a deployed template.
Template Unique Key	String	False	Unique key associated with the template instance used to generate the sample limit.
Account	String	False	Reference to the associated account, such as Healthcare Professional (HCP) or Healthcare Organization (HCO), to which this limit applies.
Product	String	False	Reference to the specific product that this sample limit regulates.
User	String	False	User to whom the sample limit is assigned, typically a field representative.
Owner	String	False	User or system identifier that owns or manages this sample limit record.
Remaining Amount	Decimal	True	Monetary value remaining under the limit that can still be disbursed.
Remaining Quantity	Decimal	True	Number of sample units remaining under the limit that can still be distributed.
Legacy CRM Id	String	False	Identifier from a previous or external Customer Relationship Management (CRM) system used for migration or cross-reference purposes.

Excel Add-In for Vault CRM

SampleLimits

Columns