SampleTransactions
Logs each transaction involving sample products, such as distribution, return, or transfer events. This enables visibility into the movement and usage of samples across territories and users.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the sample transaction record. |
| Sample Transaction Type | String | True |
Specifies the Vault object type used to categorize the sample transaction. |
| Global ID | String | True |
System-generated global identifier used to ensure record uniqueness across Vault instances. |
| Link | String | False |
System-generated URL that provides a direct link to the sample transaction record in Vault. |
| Transaction Id | String | True |
User-defined name or code assigned to the sample transaction for tracking purposes. |
| Status | String | True |
Current lifecycle status of the sample transaction, indicating its progression or completion. |
| Created By | String | True |
Username of the person who created the sample transaction record. |
| Created Date | Datetime | True |
Timestamp recording when the sample transaction record was initially created. |
| Last Modified By | String | True |
Username of the person who last modified the sample transaction record. |
| Last Modified Date | Datetime | True |
Timestamp indicating the last time the sample transaction record was updated. |
| ASSMCA | String | False |
Puerto Rico's license number issued by the Administración de Servicios de Salud Mental y Contra la Adicción, if applicable. |
| Address Line 1 | String | False |
Primary address associated with the transaction, typically the delivery or recipient address. |
| Address Line 2 | String | False |
Secondary address information to further detail the location relevant to the transaction. |
| Adjusted Date | Date | False |
Date on which the sample transaction was corrected or adjusted post initial entry. |
| CDS Expiration Date | Date | False |
Expiration date of the Controlled Dangerous Substances license associated with the transaction. |
| CDS # | String | False |
Controlled Dangerous Substances (CDS) license number associated with the recipient or provider. |
| Call Date | Date | False |
Date when the related sales call or Healthcare Professional (HCP) interaction occurred. |
| Call Datetime | Datetime | False |
Exact date and time when the sales call or HCP interaction was conducted. |
| Call Name | String | False |
Name or identifier of the call event associated with the sample transaction. |
| City | String | False |
City location relevant to the transaction, typically tied to the shipping or recipient address. |
| Cold Chain Status | String | False |
Indicates whether the sample product required temperature-controlled (cold chain) handling. |
| Comments | String | False |
Free-text field for capturing additional notes or context about the transaction. |
| Confirmed Quantity | Decimal | False |
Final verified quantity of sample units involved in the transaction, post reconciliation. |
| Credentials | String | False |
Professional credentials of the disbursing individual or recipient, such as MD, NP, or RN. |
| Custom Text | String | False |
User-defined text field for capturing custom information specific to the transaction. |
| DEA Expiration Date | Date | False |
Expiration date of the DEA license related to controlled substances for this transaction. |
| DEA # | String | False |
Drug Enforcement Administration (DEA) number associated with the prescriber or recipient of the samples. |
| Disbursed To | String | False |
Full name or identifier of the individual or organization that received the sample products. |
| Disclaimer | String | False |
Legal or regulatory disclaimer text displayed or recorded as part of the sample transaction. |
| Distributor | String | False |
Name of the distributor or third-party provider responsible for supplying the sample product. |
| Group Transaction Id | String | False |
Unique identifier for a group of related sample transactions, used for batch tracking and reporting. |
| License Expiration Date | Date | False |
Date on which the recipient's professional license is set to expire, validating eligibility for sample receipt. |
| License Status | String | False |
Current status of the recipient's professional license, such as Active, Expired, or Suspended. |
| License # | String | False |
Official license number of the healthcare professional or organization authorized to receive samples. |
| Location | String | False |
Free-text field capturing the location where the sample transaction occurred or was recorded. |
| Lot # Name | String | False |
Name or identifier of the specific sample lot associated with the transaction, used for inventory traceability. |
| Manufacturer | String | False |
Name of the organization that produced or manufactured the sample product. |
| Quantity | Decimal | False |
Amount of the sample product involved in the transaction, measured in applicable units. |
| Reason | String | False |
Stated justification or rationale for the sample transaction, such as a recall, return, or HCP request. |
| Receipt Comments | String | False |
Additional remarks or observations recorded upon receipt of the sample product. |
| Received | Bool | False |
Indicates whether the sample product was actually received by the intended recipient (true or false). |
| Request Receipt | Bool | False |
Boolean value specifying whether a receipt confirmation was requested from the recipient. |
| Return To | String | False |
Designated return destination or entity to which the sample product should be sent back, if applicable. |
| Salutation | String | False |
Salutation or title (for example, Dr., Mr., Ms.) of the sample recipient for formal documentation. |
| Sample Card Reason | String | False |
Explanation for issuing a sample card, such as lost card replacement or special program participation. |
| Sample Card # | String | False |
Unique number printed on the sample card provided to the healthcare professional. |
| Sample | String | False |
Identifier or reference to the sample product involved in the transaction, typically linked to inventory. |
| Shipment Id | String | False |
Tracking number or identifier associated with the shipment that delivered the sample product. |
| Signature Date | Datetime | False |
Date and time when the recipient's signature was captured for acknowledgment or compliance. |
| Signature Page Display Name | String | False |
User-friendly name of the signature page shown in the digital interface or document. |
| Signature | String | False |
Encrypted or image-based representation of the recipient's signature for auditing purposes. |
| Signature Captured QR Code | Bool | False |
Indicates whether the signature was obtained by scanning a QR code (true or false). |
| State Distributor Address Line 1 | String | False |
Primary street address of the state-authorized distributor supplying the sample. |
| State Distributor Address Line 2 | String | False |
Secondary address information for the state distributor, such as suite or floor number. |
| State Distributor City | String | False |
City where the state-authorized distributor is physically located. |
| State Distributor Expiration Date | Date | False |
Date on which the distributor's state authorization for sample distribution expires. |
| State Distributor State | String | False |
State or territory abbreviation where the distributor is licensed to operate. |
| State Distributor Zip 4 | String | False |
The 4-digit ZIP+4 extension code for the state distributor's mailing address. |
| State Distributor Zip | String | False |
Primary 5-digit ZIP code corresponding to the distributor's state-licensed address. |
| State Distributor | String | False |
Indicates the distributor responsible for the sample transaction at the state level, often used for tracking regional distribution. |
| State | String | False |
Specifies the state or province associated with the sample transaction, used for geographic reporting and compliance tracking. |
| Sample Transaction Status | String | False |
Represents the current status of the sample transaction, such as submitted, pending, approved, or rejected. |
| Submitted Date | Date | False |
Date on which the sample transaction was officially submitted into the system for processing. |
| Tag Alert Number | String | False |
Unique identifier associated with a compliance or tracking alert related to this sample transaction. |
| Transfer To Name | String | False |
Full name of the individual or entity receiving the transferred sample product. |
| Transferred Date | Date | False |
Date on which the sample product was transferred from one party to another. |
| Transferred From Name | String | False |
Full name of the individual or entity who transferred the sample product. |
| Type | String | False |
Categorization of the sample transaction, such as distribution, transfer, adjustment, or correction. |
| U/M | String | False |
Unit of measure used to quantify the sample product, such as bottle, box, vial, or tablet. |
| Unlock | Bool | False |
Indicates whether the transaction is unlocked for editing or has been finalized and locked. |
| Zip 4 | String | False |
The four-digit extension to the ZIP code, used to further identify delivery locations for regulatory purposes. |
| Zip | String | False |
Standard five-digit ZIP code for the address associated with the sample transaction. |
| Account | String | False |
The target account associated with the sample transaction, such as a healthcare professional or institution. |
| Adjust For | String | False |
Specifies the reason or reference for adjusting the transaction, such as loss, theft, or overage. |
| Transfer To | String | False |
Unique identifier for the destination entity or person receiving the sample during a transfer. |
| Transferred From | String | False |
Unique identifier for the source entity or person transferring the sample product. |
| Discrepancy | Decimal | True |
Numeric value indicating any quantity discrepancy identified during reconciliation or review. |
| Group Identifier | String | True |
A common identifier used to group related transactions together for reporting or analysis. |
| Inventory Impact Quantity | Decimal | True |
The amount by which inventory is increased or decreased as a result of this transaction. |
| Legacy CRM Id | String | False |
Identifier for the transaction as it existed in the legacy Customer Relationship Management (CRM) system, used for historical tracking. |
| Lot # | String | False |
Lot number of the sample product involved in the transaction, used for traceability and compliance. |
| Ref Transaction Id | String | False |
Identifier for a related or referenced transaction, used for linking corrections or follow-ups. |
| Lifecycle | String | True |
Name of the lifecycle process associated with this transaction, which defines its stages and transitions. |
| Lifecycle State | String | True |
Current state in the lifecycle process, reflecting the transaction's progress or status. |
| Lifecycle State Stage ID | String | True |
System-generated ID representing the specific stage within the lifecycle state. |
| Lifecycle Stage | String | True |
Label or name of the stage within the lifecycle, such as draft, review, approved, or archived. |