MCP Server for Vault CRM

Build 25.0.9440

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.

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Build 25.0.9440