SampleOrderTransaction
Tracks individual transactions related to sample orders, including order status changes, shipment details, and inventory adjustments. This supports compliance tracking and inventory reconciliation in regulated industries.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the sample order transaction record. |
| Sample Order Transaction Type | String | True |
Specifies the type of sample order transaction, used to classify records in Veeva Vault. |
| Global ID | String | True |
System-generated unique global identifier for cross-system reference and integration. |
| Link | String | False |
System-generated URL link to access the full record within the Vault interface. |
| Transaction Id | String | True |
External-facing identifier or reference name for the sample order transaction. |
| Status | String | True |
Current state of the sample order transaction, such as Draft, Submitted, or Approved. |
| Created By | String | True |
Username or ID of the user who initially created the record. |
| Created Date | Datetime | True |
Timestamp indicating when the record was first created. |
| Last Modified By | String | True |
Username or ID of the user who last updated the record. |
| Last Modified Date | Datetime | True |
Timestamp of the most recent modification made to the record. |
| ASSMCA | String | False |
Field used to capture data for compliance with Puerto Rico's Administración de Servicios de Salud Mental y Contra la Adicción (ASSMCA). |
| Account Id | String | False |
Unique identifier of the associated healthcare provider account receiving the sample order. |
| Account Name | String | False |
Name of the account or organization associated with the sample order transaction. |
| Address Line 1 | String | False |
Primary street address where the sample order is to be delivered. |
| Address Line 2 | String | False |
Secondary address information, such as suite or building number. |
| Adjusted Date | Date | False |
Date on which the order quantities or delivery schedule were manually adjusted. |
| Call Date | Date | False |
Date on which the representative logged or conducted the call related to the sample order. |
| Call Datetime | Datetime | False |
Full timestamp for when the call associated with the sample order took place. |
| Call Id | String | False |
Unique identifier for the call record linked to the sample order. |
| Call Name | String | False |
Display name or title for the associated call entry. |
| Call Sample Id | String | False |
Unique identifier for the specific call sample record involved in the transaction. |
| Call Sample Name | String | False |
Name of the sample associated with the call and transaction. |
| City | String | False |
City portion of the address where the sample is being delivered. |
| Comments | String | False |
Free-text field for entering additional remarks or special instructions about the transaction. |
| Confirmed Quantity | Decimal | False |
Quantity of sample product that was confirmed for delivery in the transaction. |
| Credentials | String | False |
Professional credentials of the recipient, such as MD, RN, or PA, used for compliance verification. |
| Custom Text | String | False |
Custom field that can hold free-form or workflow-specific text as defined in the Vault configuration. |
| DEA Expiration Date | Date | False |
Expiration date of the DEA license associated with the recipient account, required for regulatory compliance. |
| DEA # | String | False |
Drug Enforcement Administration number identifying the recipient authorized to receive controlled substances. |
| Delivery Status | String | False |
Indicates the current delivery status of the sample order, such as pending, shipped, or delivered. |
| Disclaimer | String | False |
Text or legal disclaimer associated with the sample transaction, often required for regulatory compliance. |
| Distributor | String | False |
Name or identifier of the distribution partner or entity responsible for fulfilling the sample shipment. |
| Group Transaction Id | String | False |
Unique identifier used to associate this sample transaction with a group of related transactions. |
| Manufacturer | String | False |
The manufacturer of the sample product being shipped or delivered. |
| Quantity | Decimal | False |
The total number of sample units involved in this transaction. |
| Reason | String | False |
Reason or justification provided for requesting or processing the sample transaction. |
| Receipt Comments | String | False |
Optional comments entered upon receipt of the sample, such as condition or discrepancies. |
| Received | Bool | False |
Flag indicating whether the sample was successfully received by the intended recipient. |
| Request Receipt | Bool | False |
Flag specifying whether a receipt confirmation is requested from the recipient. |
| Salutation | String | False |
Honorific or title (such as Dr., Mr., Ms.) associated with the recipient of the sample. |
| Sample Card Reason | String | False |
The reason code explaining the issuance of a sample card associated with the transaction. |
| Sample Send Card # | String | False |
Reference number of the sample send card used to document and track the transaction. |
| Sample U/M | String | False |
Unit of Measure used for the sample (such as bottles, tablets, or vials). |
| Sample | String | False |
Identifier or name of the specific sample product involved in the transaction. |
| Ship Address Line 1 | String | False |
Primary address line for the shipment destination of the sample. |
| Ship Address Line 2 | String | False |
Secondary address line for the shipment destination, used for suite numbers or building names. |
| Ship CDS Expiration Date | Date | False |
Expiration date of the Controlled Dangerous Substances (CDS) registration for the shipping location. |
| Ship CDS # | String | False |
CDS registration number associated with the shipping location, required for controlled substances. |
| Ship City | String | False |
City portion of the address where the sample is being shipped. |
| Ship Country | String | False |
Country portion of the address for the shipment destination. |
| Ship License Expiration Date | Date | False |
Expiration date of the medical or business license at the shipping location. |
| Ship License Status | String | False |
Current status of the license at the shipping location, such as active, expired, or suspended. |
| Ship License | String | False |
License number authorizing the recipient to receive the sample. |
| Ship Location | String | False |
Specific name or identifier for the physical location where the sample will be shipped. |
| Ship State Distributor Expiration Date | Date | False |
Expiration date of the distributor license at the state level for the shipping location. |
| Ship State Distributor | String | False |
Name or number of the state-level distributor license required to ship controlled products. |
| Ship State | String | False |
State or province where the sample shipment is being delivered. |
| Ship Zip 4 | String | False |
Four-digit ZIP+4 extension code to further specify the shipment delivery area. |
| Ship Zip | String | False |
Primary ZIP or postal code for the sample shipping address. |
| Shipment Id | String | False |
Unique identifier assigned to the shipment associated with this sample order transaction. |
| Signature Captured Remotely | Bool | False |
Indicates whether the recipient's signature was obtained through a remote capture method, such as an electronic form. |
| Signature Captured Share Link | Bool | False |
Specifies whether the signature was collected using a secure shareable link sent to the recipient. |
| Signature Date | Datetime | False |
Date and time when the recipient's signature was recorded for this transaction. |
| Signature Page Display Name | String | False |
Display name of the page or document where the signature was captured, typically shown in user-facing views. |
| Signature | String | False |
Encoded or text-based representation of the captured signature, used for audit and validation purposes. |
| Signature Captured QR Code | Bool | False |
Indicates whether the signature was captured using a QR code-based mechanism. |
| State | String | False |
State or province where the sample transaction took place, useful for regional reporting and compliance. |
| Sample Order Transaction Status | String | False |
Current status of the sample order transaction, such as pending, submitted, transferred, or completed. |
| Submitted Date | Date | False |
Date on which the sample order transaction was officially submitted into the system. |
| Territory | String | False |
Sales or operational territory associated with the transaction, used for territory-level tracking and analytics. |
| Transfer To Name | String | False |
Name of the person or entity receiving the transferred sample order. |
| Transferred Date | Date | False |
Date on which the sample order was transferred to another party or location. |
| Transferred From Name | String | False |
Name of the person or entity from whom the sample order was received. |
| Type | String | False |
Defines the type of transaction, such as allocation, adjustment, transfer, or return. |
| U/M | String | False |
Unit of measure for the items in the transaction, such as bottle, blister pack, or vial. |
| Unlock | Bool | False |
Indicates whether the record is currently unlocked and editable in the system. |
| Zip 4 | String | False |
The four-digit ZIP code extension used to provide more precise location identification. |
| Zip | String | False |
Primary ZIP or postal code for the address related to the transaction. |
| Account | String | False |
Reference to the account or customer entity involved in the sample transaction. |
| Adjust For | String | False |
Specifies the reason or reference transaction for which this adjustment is being made. |
| Lot # | String | False |
Identifier for the product lot or batch involved in this transaction. |
| Ref Order Transaction Id | String | False |
System identifier that links this record to a related or original order transaction. |
| Transfer To | String | False |
Vault reference ID of the user, account, or location receiving the transferred samples. |
| Transferred From | String | False |
Vault reference ID of the user, account, or location sending the transferred samples. |
| Owner | String | False |
Vault user or role responsible for owning or managing this transaction record. |
| Allocation Impact Quantity | Decimal | True |
Quantity of product in this transaction that affects overall sample allocation calculations. |
| Discrepancy | Decimal | True |
Difference between expected and actual values in the transaction, used for reconciliation. |
| Group Identifier | String | True |
Unique identifier used to group related sample transactions for bulk operations or analysis. |
| Legacy CRM Id | String | False |
Reference ID used in a legacy Customer Relationship Management (CRM) system to track historical transactions. |
| Lifecycle | String | True |
Name of the lifecycle applied to this record, defining its phases and transitions. |
| Lifecycle State | String | True |
Current state within the record's lifecycle, such as Draft, Submitted, or Approved. |
| Lifecycle State Stage ID | String | True |
System-generated identifier for the stage of the current lifecycle state. |
| Lifecycle Stage | String | True |
Name of the current stage within the lifecycle, representing a finer classification of the lifecycle state. |