Excel Add-In for Vault CRM

Build 25.0.9434

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.

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Build 25.0.9434