Manage Initial Transactions

Select Manage Initial Transactions from the Go To drop-down in the top-right.

• Search for and view initial transactions created by the user's company for products that were not manufactured by that company or did not have Transaction Histories.
• Navigate to the Create Initial Inventory screen.
• Navigate to the Create Repackaged Product screen.
• Navigate to the View Initial Inventory Details screen.
• Navigate to the View Repackaged Product Details screen.

Create initial Transaction Histories because:

• The user's company possessed products before compliance regulations went into effect, so the company did not receive any Transaction Histories.
• The user's company repackages products as a Repackager.

• Manage Initial Transactions For – Only initial transactions for the location selected return in the results table.
  • 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)

• Reason Created – Indicates why a user created the initial transaction.
  • All (default)
  • Initial Inventory – Only transactions created because the user's company possessed products before compliance regulations went into effect return in the results table.
  • Repackaged Product – Only transactions created because the user's company repackages products as a Repackager return in the results table.
• Created On Or After – Only initial transactions that occurred on or after this date return in the results table.

Defaults to 2 days prior to the current GMT date.

• Created On Or Before – Only initial transactions that occurred on or before this date return in the results table.

  Defaults to the current GMT date.

• NDC – Only initial transactions including products with this NDC return in the results table.
• Keywords – Only transactions including the keywords in the Lot Number or Description fields display. Search is case insensitive.
  • The Keywords field is case sensitive.
  • Use an asterisk (*) to expand single-word search results.
  • "AND" is implied between multiple keywords.
  • Use "OR" to include either of multiple keywords.

• Location – The location selected at the top of the screen.
• Reason Created – Indicates why a user created the initial transaction.
• Date Created – The date the user created the initial transaction.
• NDC – The NDC of the product in the initial transaction.
• Description – Typically includes the product name, dosage, form, and the number of doses.
• Lot Number – The lot number associated with the product.
• Expiration Date – The date that the product expires.
• Quantity – The number of individual units of product in the transaction.

1. Select a location from the Manage Initial Transactions for drop-down.
2. Select a Reason Createdfrom the drop-down.
3. Select a Created On or After date from the date picker.
4. Select a Created On or Before date from the date picker.
5. Enter a NDC in the type-ahead field, or select the menu button to see all NDCs.
6. Enter any Keywords in the text field.
7. Select the Search button.

   The results display in the table.

1. Select a specific location from the Manage Initial Transactions for drop-down.
2. Select the Create Initial Inventory button.

   The Create Initial Inventory screen displays.

1. Select a specific location from the Manage Initial Transactions for drop-down.
2. Select the Create Repackaged Product button.

   The Create Repackaged Product screen displays.

• Select the View Details link in the Actions column for any row with a Reason Created of Initial Inventory.

  The View Initial Inventory Details screen displays.

• Select the View Details link in the Actions column for any row with a Reason Created of Repackaged Product.

  The View Repackaged Product Details screen displays.