MCP Server for Vault CRM

Build 25.0.9440

SalesIncrementalTransactions

Tracks changes in sales transactions over time by capturing only newly created or modified records since the last data load. This is used for efficient data synchronization and delta processing in downstream reporting and analytics.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sales incremental transaction record.

Global ID String True

System-generated global identifier used for cross-vault or cross-system integration.

Link String False

System-managed URL linking to the detailed record in Veeva Vault.

Sales Incremental Transaction Name String False

Descriptive name or title assigned to the sales incremental transaction.

Status String False

Current processing status of the transaction, such as Draft, Submitted, or Completed.

Created By String True

Username or ID of the individual who initially created the transaction record.

Created Date Datetime True

Timestamp indicating when the transaction record was first created.

Last Modified By String True

Username or ID of the person who last updated the transaction.

Last Modified Date Datetime True

Date and time when the transaction record was last modified.

Delivery Price Double False

Total price associated with the delivery of the product to the customer.

Distributor Branch Id Decimal False

Unique identifier for the specific branch of the distributor responsible for the transaction.

Distributor Comment String False

Additional notes or instructions provided by the distributor regarding the transaction.

Distributor Id Decimal False

Unique identifier for the distributor organization involved in the transaction.

External ID Decimal False

Identifier used by external systems to reference this transaction for integration or reconciliation.

Hospital Id Decimal False

Unique identifier for the hospital or healthcare institution involved in the transaction.

Issue Date Date False

Date on which the transaction document or slip was officially issued.

Metric 1 Double False

Custom numerical metric 1 used for analytical or reporting purposes.

Metric 2 Double False

Custom numerical metric 2 used for analytical or reporting purposes.

Metric 3 Double False

Custom numerical metric 3 used for analytical or reporting purposes.

Pharmacy Id Decimal False

Identifier of the pharmacy that fulfilled or participated in the transaction.

Product String False

Product group or category associated with the transaction line item.

Receipt Comment String False

Optional comment or note recorded on the receipt of the transaction.

Sales Date Date False

Actual date on which the sale was executed or finalized.

Sales Quantity Double False

Quantity of the product sold in this transaction.

Settlement Price Double False

Final negotiated or settled price agreed upon for the transaction.

Slip Number String False

Reference number or code associated with the transaction slip or invoice.

Slip Type String False

Classification of the transaction slip, such as Invoice, Credit Note, or Debit Memo.

Transaction Datetime Datetime False

Full timestamp capturing the precise date and time of the transaction event.

Unit Price Double False

Price per unit of the product sold in the transaction.

Owner String False

User or system responsible for ownership and governance of the transaction record.

Legacy CRM Id String False

Identifier referencing this transaction in a previous or legacy ustomer Relationship Management (CRM) system.

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Build 25.0.9440