MCP Server for Vault CRM

Build 25.0.9440

SampleInventories

Maintains current inventory levels of drug samples across all storage locations, including field representatives, distribution centers, and warehouses. This supports inventory compliance, reconciliation, and audit tracking.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the sample inventory record within the system.

Sample Inventory Type String True

Specifies the type of sample inventory, such as physical, digital, or returned, used to categorize inventory records.

Global ID String True

System-generated unique identifier used across Vaults and integrations to track the record globally.

Link String False

System link or URL reference that enables direct access to this sample inventory record within the Vault application.

Inventory Name String True

The descriptive name assigned to this sample inventory record, typically used for reporting or identification.

Status String True

Current status of the sample inventory, such as In Progress, Completed, or Cancelled, used to track workflow progression.

Created By String True

Username or ID of the user who originally created the inventory record.

Created Date Datetime True

Date and time when the inventory record was first created in the system.

Last Modified By String True

Username or ID of the user who last modified the inventory record.

Last Modified Date Datetime True

Date and time of the most recent modification to the inventory record.

Audit Bool False

Indicates whether audit tracking is enabled for this inventory record; true if auditing is active.

Inventory Date Time Datetime False

The official date and time the inventory count was performed, often used for compliance and reporting.

Inventory From Date Datetime False

Start date of the inventory period this record covers, used to define the reporting or tracking range.

Inventory Type String False

Classification of the inventory such as 'Field Inventory' or 'Return Inventory', defining the inventory's operational context.

Mobile Created Datetime Datetime False

Date and time when this record was initially created using a mobile device.

Mobile ID String False

Device-generated identifier associated with the record submission from a mobile application.

Mobile Last Modified Datetime Datetime False

Date and time when the record was last updated via a mobile device.

No Sample Lots Bool False

Flag indicating whether the inventory includes any sample lots; true means no lots are associated.

Previous Inventory Date Time Datetime False

The date and time of the preceding inventory event for the same account or owner, used for comparison and audit purposes.

Sample Inventory Status String False

Describes the operational state of the inventory, such as Pending Review, Approved, or Rejected.

Submitted Date Datetime False

Timestamp indicating when the inventory record was officially submitted for processing or approval.

Submitted Bool False

Boolean flag indicating whether the record has been submitted; true if it has been finalized.

Unlock Bool False

Boolean indicator showing whether the inventory record is unlocked and can still be edited.

Inventory For String False

Specifies the target entity (such as a user or territory) the inventory is being conducted for.

Owner String False

Internal Vault identifier for the user or team responsible for the inventory record.

Legacy CRM Id String False

Reference to the record's original ID from a previous Customer Relationship Management (CRM) system prior to migration into Vault.

Lifecycle String True

Name of the lifecycle configuration assigned to this inventory record, defining its governance stages.

Lifecycle State String True

Current state within the assigned lifecycle, reflecting business process position such as Draft or Approved.

Lifecycle State Stage ID String True

System identifier for the stage of the current lifecycle state, typically used in configuration.

Lifecycle Stage String True

Descriptive name of the current lifecycle stage, such as Initiation, Validation, or Closure.

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Build 25.0.9440