View Partner Master Data

Overview

Hover over Master Data Exchange in the Modules drop-down at the top of the screen, and then select Partner Master Data.

  • Search for and view information (e.g. name, address) about trade partner companies and their locations.
  • Export filtered partner company and location data to a CSV file. Once exported, Partner Master Data can be shared with business partners or kept as a reference.
  • Access the Export and Download function to create an export containing a high volume of Partner Master Data.
  • Access the Import Partner Master Data function to add trade partner companies their locations via CSV upload.

Getting Started

  • Selecting more than one search value creates an "AND" search. The results will each include all values entered.
  • To clear all search fields at any time, select Reset.
  • After viewing the details of a specific search result, select View [data] Master Data in the top left corner of the screen to return to the saved search results. Do not click the back button in the browser.
    • E.g. On the View Product Details screen, select View Product Master Data.

Search Criteria

  • Company - Location Name – The name for a specific location.
  • City – The city for a company or location.
  • State/Region – The state or region for a company or location.
  • Company - Location ID – The identifier type for the location(s). The drop-down defaults to All.

    For more information, see Identifier and Item Code Types.

  • District – The district for a company or location.
  • Postal Code – The postal code for a company or location.
  • Country – The country for a company or location.
  • Company - Location License – The country, state or region, and license number.
  • Data Type – The type of entity returned in the results table.
    • All (default)
    • Company – Only data for companies displays in the results table.
    • Location – Only data for companies' locations displays in the results table.
    • Affiliate – Only data for locations that are another business entity or subsidiary of the company displays in the results table.
  • Data Status – Whether the master data returned in the results table is active or inactive.
    • All
    • Active – The data can be used in messages and UI functions, and TraceLink pulls the data when necessary.
    • Inactive – The data cannot be pulled for other functions within TraceLink.

Results Table

  • Data Type – Indicates whether the entity is a company or location.
  • Company Name – The name of the partner company.
  • Company ID – The identifier of the partner company.
  • Partner Type – The type of business the company conducts (value optional).
  • Location Name – The name of this particular location.
  • Location ID – The identifier of the partner location.
  • Address – The main address of the company or location.
  • Data Status – Indicates whether the entity's data is active or not.

Sort results by selecting any column header.

Data Type Company Name
Company ID		 Partner Type Location Name
Location ID		 Address Data Status Actions
Company A1 Pharmacy
DEA DEA122214		 Pharmacy --
--		 1000 Main Street
Wakefield, MA 01880
US		 Active View Details
Add Location
Filter By Company
Location A1 Pharmacy
DEA DEA122214		 Pharmacy A1 Pharmacy North
DEA KL2983793		 N. Eldridge Parkway
New Brunswick, ME
39820 US 		Active View Details
Company Amerisourcebergen Corporation
DUNS 939277590 		Wholesaler --
--		 1300 Morris Dr Chesterbrook, PA
19087 US 		Active View Details
Add Location
Filter By Company

Available Actions

If the Search Fields are not visible, select the blue arrow to the left of Search Criteria section.

  1. Enter the Company - Location Name in the text field.

    Use an asterisk (*) in this field to expand search results.

  2. Select the Company - Location ID from the drop-down and enter the corresponding value in the text field to the right.
  3. Enter the City in the text field.
  4. Enter the State / Region in the text field.
  5. Select the Company - Location ID from the drop-down and enter the corresponding value in the text field to the right.
  6. Enter the District in the text field.
  7. Enter the Postal Code in the text field.
  8. Enter the Country in the type-ahead field.
  9. Enter the country, state or region, and license number for the Company - Location License in the 3 text fields.
  10. Select the Data Type from the drop-down.
  11. Select the Data Status from the drop-down.
  12. Select Search.

    The results display in the table.

  1. Leave the default selected values for the Company - Location ID, Data Type, and Data Status drop-downs.
  2. Enter an asterisk (*) in the Company - Location Name text field.
  3. Select Search.

    The search results display in the table below.

    The results table can only display up to 10,000 entries. If Master Data has more than 10,000 entries, the search criteria need to be narrowed.

  • Select View Details in the Actions column for any row containing a Data Type of Company.

    • The View Partner Company Details screen displays.

If opening in Excel, follow the procedure in Opening Exported CSV Reports with Excel.

  • Export and download partner master data:
  • Export filtered company data:
    • Select Export Filtered Company Data to CSV above the search results table.

      Only the company data returned by the current search exports to the CSV file.

  • Export filtered location data:
    • Select Export Filtered Location Data to CSV above the search results table.

      Only the location data returned by the current search exports to the CSV file.