The following info areas are taken into account for calculating the quota:
Item Master (AR): Source record configuration for Samples.
Sample (MU): Destination record configuration. The items where the user has entered data.
Person in Company (KP) or Company (FI): Root record configuration. The record for which the MU records are created.
Activity (MA): Samples are usually issued when a rep visits a client, therefore, this process is started from a MA record (that provides the issue date).
Sample Code (MK): Defines for each item master record how many samples can be issued for the defined time span in total. These records define whether samples can be issued at all.
Samples (MJ): For each item/person/sample code combination an MJ record is created (i.e. each MJ records has tree parent records). This record defines the rest of the time span and how many samples have been issued so far.
These records are only available offline after synchronization as they are only processed by the server. If a rep works offline, the created MJ records are not synchronized. CRM.pad calculates the quota locally by subtracting the issued samples from the server quote. The difference (i.e. the samples issued) is then synchronized to the server allowing to calculate the new quota.