Create Transaction History for Received Paper

Select the Create Transaction History for Received Paper button on the View Transaction Histories screen.

Create an electronic Transaction History for a paper Transaction History that the user's company received. An outgoing shipment can then pull this Transaction History if needed.

• Specify – Where the company purchased the product from.

  This field only displays for Dispensers.

  • Direct Purchase: One or more products received in a direct purchase (from a manufacturer, repackager, or exclusive distributor) – Products purchased directly from a Pharmaceutical Manufacturer, Repackager, or Exclusive Distributor.
  • Indirect Purchase: A product received in an indirect purchase (not from a manufacturer, repackager, or exclusive distributor) – A product purchased indirectly from a Wholesale Distributor. Products received indirectly must be entered one at a time. If selected, the Prior History section appears at the bottom of the screen.
• Delivery Number – Number assigned to uniquely identify the shipment.

  Valid characters are numbers, letters, and special characters (– / . _ # only).

• Transfer From – ID of the location that sent the product. Upon selecting a location, the corresponding address appears underneath.
• Transaction Date – Date of the sale or transfer of products.
• Transaction Statement – Set within Company Administration . Every transaction that a company performs includes the transaction statement. The transaction statement verifies that the company sending the transaction has complied with federal regulations surrounding product movement.

  Mandatory for Pharmaceutical Manufacturers and Distributors. Dispensers do not see this field. Maximum of 264 characters.

• Receiving Location – Location that received the product and the paper Transaction History. Options are:
  • For users belonging to the Owner's company:
    • If the app does not have any Partner locations:
      • [Owner Name] (default)
    • If the app has only one Partner location:
      • [Partner Location Name] (default)
    • If the app has more than one Partner location:
      • Select One... (default)
      • [Partner Location names] (in alphabetical order)
  • For users belonging to only one Partner location: 
    • [Partner Location Name] (default)

  • For users belong to more than one Partner location:

    • Select One... (default)
    • [Partner Location names] (in alphabetical order)
• Transfer To – The ID of the location that received the product. Upon selecting a location, the corresponding address appears underneath.

• Shipment Date – Date the product shipped from its original location. If left blank, the Shipment Date defaults to the Transaction Date when TraceLink creates the Transaction History.
• Upload Document – Document file containing a scanned version of the paper Transaction History.

  The file size limit is 50MB.

• Drop Shipment – Indicates whether the sending company delivers the shipment to a third-party location for the receiving company. If selected, the Sold To field enables.

  A Pharmaceutical Manufacturer might select this option when a Wholesale Distributor (the receiving company) purchases the product from the Pharmaceutical Manufacturer (the sending company), but the Pharmaceutical Manufacturer ships the product directly to the Dispenser (a third-party location not on the TraceLink Network) who purchases the product from the Wholesale Distributor.

• Sold To – The company taking ownership of the product in the drop shipment.

  Only enabled when Drop Shipment is checked. Upon selecting, the corresponding address appears underneath.

Information for at least one row is required.

• NDC – Item code of the product in the shipment. The item codes in the type-ahead field populate from Product Master Data and Redbook.

  • If the NDC is in Master Data, the Product Description listed under the "Item Information" tab where the Language Code is English displays in the Description field, and TraceLink uses the other attributes (Strength, Dosage Form, and Container Size) when creating the Transaction History.
  • If the NDC is in both Master Data and RedBook, TraceLink uses the description and attributes from Master Data.
  • TraceLink displays an error message if the NDC in Master Data:
    • Does not have an "Item Information" where the Language Code is English.
    • An "Item Information" where the Language Code is English exists, but Strength, Dosage Form, or Container Size (called PACKAGE SIZE / SPEC in Master Data) does not have a value.
  • If the NDC is in RedBook but not in Master Data (with an "Item Information" where the Language Code is English ), the system displays the Redbook description and uses the Redbook attributes (Strength, Dosage Form, and Container Size).
• Description – The description automatically populates based on the NDC's information in Product Master Data or RedBook.
• Product Origin – Indicates where the user's company purchased the product from. Mandatory if the Specify radio button under "Transaction Information" is Direct Purchase. Otherwise, this field is disabled.
  • Select One... (default)
  • Direct Purchase from Exclusive Distributor – The company purchases the product from the sole Distributor of the product.
  • Direct Purchase from Manufacturer – The company purchases the product from the Manufacturer.
  • Direct Purchase from Repackager –The company purchases the product from the Repackager.
• Lot Number – The lot number associated with the product.
• Quantity – The number of individual units of product in the transaction.

  Value must be an integer greater than 0 (zero) with a maximum of 8 characters (such as 10000000).

• Direct Purchase Statement Type – The type of Direct Purchase Statement. Mandatory if the Specify radio button under "Transaction Information" is Indirect Purchase. Otherwise, this field is disabled.
  • If " " (blank) is selected, at least 2 prior histories must be entered.
  • Direct Purchase – The user's company bought the product directly from the Manufacturer or Exclusive Distributor.
  • Seller received a direct purchase statement from the supplier, as required by FDCA Sec. 582(c)(1)(A)(iv). – The user's company received a direct purchase statement from the sender of the shipment.

• Expiration Date – The date that the product expires.
• Reference ID – Identifies the product at a more granular level than the lot number. Often the physical location of the product in the inventory.
• Direct Purchase Statement – Confirms that there was only one prior transaction from the product's Pharmaceutical Manufacturer or Exclusive Distributor. Enabled if the Direct Purchase Statement Type is Direct Purchase or Seller received a direct purchase statement from the supplier, as required by FDCA Sec. 582(c)(1)(A)(iv).. Otherwise, the field is disabled.

  Maximum 225 characters.

This section only displays if the user's company is not a Dispenser and the Specify radio button under "Transaction Information" is Indirect Purchase. Information for at least one row is required.

• Transfer From:
  • Company Name – Name of the company that transferred the product.
  • Business Role – The type of company that transferred the product.
  • Select One... (default)
  • Exclusive Distributor – The sole distributor of the product.
  • Indirect Supplier – A secondary distributor of the product.
  • Manufacturer – The manufacturer of the product.
  • Repackager – A third-party contracted to package the product.
  • Street 1 – Street address for the company that transferred the product.
  • City – City for the company that transferred the product.
  • State/Region – State or region for the company that transferred the product.
  • Postal/Zip Code – Postal code for the company that transferred the product.
  • Country – Country for the company that transferred the product.
• Transfer To:
  • Company Name – Name of the company that received the product.
  • Street 1 – Street address for the company that received the product.
  • City – City for the company that received the product.
  • State/Region – State or region for the company that received the product.
  • Postal/Zip Code – Postal code for the company that received the product.
  • Country – Country for the company that received the product.
• Transaction Information:
  • Date – Date the Transfer To company legally gained ownership of the product.

• Transfer From:
  • Street 2 – Additional address information.
• Transfer To:
  • Street 2 – Additional address information.
• Transaction Information:
• ID – A unique identifier used to trace the transaction for audit purposes. The type of paper Transaction History received.
  • Bill of Lading – The number of the bill of lading, or receipt, for the shipment.
  • Carrier Reference – The number that the carrier uses to reference the shipment.
  • Delivery Document – The delivery number.
  • External Delivery – The number for the external delivery shipped by a third-party trade partner.
  • Goods Receipt Issue – The number of the receipt from the Pharmaceutical Manufacturer documenting the product.
  • Master BoL – The number of the bill of lading that summarizes the contents of the entire shipment, not just the individual items in the shipment.
  • Seal Number – The number of the container seal for the shipment.
  • Shipment Number – The internal number identifying the shipment.
  • Tracking Number – The number assigned to the shipment by the carrier.

1. Under "Transaction Information":
   1. Specify whether the transaction is a Direct Purchase or an Indirect Purchase with the radio button.

   Dispensers do not see this field.

   2. Enter a Delivery Numberin the text field.
   3. Enter a Transfer Fromin the type-ahead field.
   4. Select a Transaction Date and Shipment Datefrom the date picker.
   5. Enter a Transaction Statementin the text field.

      Dispensers do not see this field.

   6. Select the Choose File button to Upload Document.
   7. Select a Receiving Location from the drop-down.
   8. Enter a Transfer Toin the type-ahead field.
   9. If the shipment is a Drop Shipment:
      1. Select the Drop Shipment checkbox.
      2. Enter a Sold To location in the type-ahead field.
2. Under "Product Information":
   1. In the first column:
      1. Enter a NDC in the type-ahead field, or select the menu button to see all NDCs.

         The field below automatically populates with the product's Description.

      2. If the transaction is a Direct Purchase, select a Product Originfrom the drop-down.
   2. In the second column:
      1. Enter a Lot Numberin the text field.
      2. Enter an Expiration Datefrom the date picker below.
   3. In the third column:
      1. enter a Quantity in the first text field.
      2. Enter a Reference ID in the second text field.
   4. If the transaction is an Indirect Purchase:
      1. Select a Direct Purchase Statement Typefrom the drop-down.
      2. Enter a Direct Purchase Statementin the text field below.
3. If the transaction is an Indirect Purchase, the "Prior History" section appears at the bottom of the screen.
   1. In the "Transfer From" column:
      1. Enter a Company Name in the text field.
      2. Select a Business Rolefrom the drop-down.
      3. Enter a Street 1 in the text field.
      4. Enter a Street 2 in the text field.
      5. Enter a City in the text field.
      6. Enter a State/Region in the text field.
      7. Enter the Country in the type-ahead field.
   2. In the "Transfer To" column:
      1. Enter a Company Name in the text field.

      2. Enter a Street 1 in the text field.

      3. Enter a Street 2 in the text field.
      4. Enter a City in the text field.
      5. Enter a State/Region in the text field.
      6. Enter the Country in the type-ahead field.
   3. In the "Transaction Information" column:
      1. Select an ID type from the drop-down, and enter the value in the text field to the right.
      2. Select a Date from the date picker.
4. Select or deselect the After submitting create another Transaction History with same Transaction Information checkbox.

   Dispensers do not see this field.

5. Select the Submit button.
   • If the After submitting create another Transaction History with same Transaction Information checkbox is selected, the screen reloads for the user to create a new Transaction History.
   • If the After submitting create another Transaction History with same Transaction Information checkbox is not selected, the screen returns to the View Transaction Histories screen.