SampleLimitTransactions
Logs all events related to sample limit consumption or updates, including adjustments, usage, and resets. This enables auditing of sample distribution against preset limits and supports compliance monitoring.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the sample limit transaction record. |
| Global ID | String | True |
System-generated global identifier used to ensure uniqueness across all Vault instances. |
| Link | String | False |
System-generated URL link that provides direct access to the sample limit transaction record. |
| Sample Limit Transaction Name | String | True |
Descriptive name of the sample limit transaction, typically used for display and reference. |
| Status | String | False |
Current status of the transaction, such as Draft, Submitted, or Approved, reflecting its lifecycle stage. |
| Created By | String | True |
Username or ID of the user 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 user who last modified the transaction record. |
| Last Modified Date | Datetime | True |
Timestamp indicating when the transaction record was most recently updated. |
| Account Id | String | False |
Unique identifier of the associated account, typically referring to the healthcare professional or organization. |
| Account Name | String | False |
Name of the account (healthcare provider or organization) associated with the sample limit transaction. |
| Amount To Disburse | Decimal | False |
Planned monetary amount of sample product to be disbursed during the transaction, in the local currency. |
| Amount To Disburse Corp | Decimal | True |
Equivalent corporate value of the amount to disburse, normalized for cross-region analysis and reporting. |
| Local Currency | String | False |
Three-letter ISO currency code (such as USD, EUR) representing the local currency of the transaction. |
| Call Id | String | False |
Unique identifier of the related call activity that initiated the sample transaction. |
| Call Sample Id | String | False |
Unique identifier for the sample product provided during the call activity linked to this transaction. |
| Call Name | String | False |
Descriptive name or title of the call associated with this sample limit transaction. |
| Disbursed Amount | Decimal | False |
Actual monetary amount that was disbursed as part of this transaction, recorded in local currency. |
| Disbursed Amount Corp | Decimal | True |
Equivalent corporate value of the disbursed amount, used for consolidated financial tracking. |
| Disbursed Quantity | Decimal | False |
Total quantity of the sample products disbursed in this transaction. |
| End Date | Date | False |
The effective end date of the transaction, indicating the last day it is valid or enforceable. |
| Enforce Limit | Bool | False |
Indicates whether the sample disbursement is subject to predefined enforcement limits (true or false). |
| External Id | String | False |
Reference ID from an external system used to integrate or track the transaction outside of Vault. |
| Group Id | String | False |
Identifier representing a group or batch of transactions, often used for bulk processing or grouping related activities. |
| Limit Amount | Decimal | False |
Total monetary value of the allowed sample limit for the specific transaction, expressed in the local currency. |
| Limit Amount Corp | Decimal | True |
Corporate-level monetary limit for the sample transaction, typically reflecting enterprise-wide restrictions. |
| Limit Per Call | Bool | False |
Indicates whether the sample limit applies to each call individually (true) or across multiple calls (false). |
| Limit Quantity | Decimal | False |
Maximum number of sample units permitted to be distributed under this transaction. |
| Lot Number | String | False |
Unique identifier for the product lot being disbursed, used for traceability and inventory management. |
| Merged | Bool | False |
Specifies whether this transaction has been merged with another record, indicating consolidation of sample limits. |
| Product Id | String | False |
Internal identifier of the product being sampled, typically used for data integration and system reference. |
| Product Name | String | False |
Name of the product being sampled in this transaction, as recorded in the system. |
| Quantity To Disburse | Decimal | False |
Planned number of sample units to be distributed during the call or transaction. |
| Reason | String | False |
Justification or rationale for disbursing a sample, such as medical need or product launch. |
| Remaining Amount | Decimal | False |
Remaining monetary value allowed to be disbursed under this sample limit after prior transactions. |
| Remaining Amount Corp | Decimal | True |
Remaining corporate-level monetary value available for disbursement under this sample program. |
| Remaining Quantity | Decimal | False |
Remaining number of sample units that can still be disbursed under the current limit. |
| Sample Limit Id | String | False |
Unique identifier of the sample limit record associated with this transaction. |
| Sample Limit Name | String | False |
Display name or label for the sample limit configuration used in this transaction. |
| Sample Limit Type | String | False |
Categorization of the sample limit, such as annual, per-call, or product-specific. |
| Start Date | Date | False |
Effective start date of the sample limit, indicating when the limit begins to apply. |
| User Id | String | False |
Internal identifier of the user (typically a field representative) performing the sample transaction. |
| User Name | String | False |
Full name of the user responsible for executing the sample transaction. |
| Account | String | False |
Target account associated with the sample disbursement, typically representing a healthcare professional or organization. |
| Call | String | False |
Identifier of the call record linked to this sample transaction, capturing interaction context. |
| Product | String | False |
Reference to the product entity related to the sample transaction for traceability. |
| Sample Limit | String | False |
Reference field linking to the overall sample limit configuration that governs this transaction. |
| User | String | False |
Reference to the user entity associated with this sample limit transaction. |
| Owner | String | False |
Identifier of the owner of the record, typically the user who created or is responsible for the transaction. |
| Legacy CRM Id | String | False |
Identifier from a previous Customer Relationship Management (CRM) system used for data migration or backward compatibility. |