Company How-Tos

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Search Company Master Data and Locations

  1. Hover over Master Data Exchange in the Modules drop-down at the top of the screen, and then select Company Master Data.
  2. Fill in one or more of the following search fields:
    • 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.
  3. Select Search.

    The results display in the table.

  • To view the company's details, select View Details in the Actions column for the row with a Data Type of Company.
    • To edit the company's information, select Edit Company Details on the view screen.
  • To view a location's details, select View Details in the Actions column for any row with a Data Type of Location.
    • To edit the location's information, select Edit Company Location Details on the view screen.

Add a Company Location

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Companies that use TraceLink for serialization and compliance must enter a value in the Street 1, City, State Or Region, Postal Code, and Country fields.
  1. Hover over Master Data Exchange in the Modules drop-down at the top of the screen, and then select Company Master Data.
  2. Select Add Location in the Actions column for the row where Data Type is Company.
  3. In the Location Information section:
    1. Enter the specific Location Name.

    2. Enter the first line of the location's address in the Street 1 field (required if any of the following fields contains a value; Street 2, City, District,Village, house number, Township, State Or Region, Postal Code, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

    3. Enter the second line of the location's address in the Street 2 field (optional).
    4. Enter the District (optional).
    5. Enter the Village (optional).
    6. Enter the House Number (optional).
    7. Enter the Township (optional).

    8. Enter the City (required if any of the following fields contains a value; Street 1, Street 2, District, Village, house number, Township, State Or Region, Postal Code, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID,Premises Code, Company Fax, and Tax Registration Code).

    9. Enter the State or Region (required if any of the following fields contains a value; Street 1, Street 2, City, District, Village, house number, Township, Postal Code, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

    10. Enter the Postal Code (required if any of the following fields contains a value; Street 1, Street 2, City, District, Village, house number, Township, State Or Region, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

    11. Enter the 2-letter Country code (required if any of the following fields contains a value; Street 1, Street 2, City, District, Village, house number, Township, State Or Region, Postal Code, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

      See Country Codes for a list of codes.

    12. Enter the Company Email address associated with this location (optional).
    13. Enter the Company URL for the website associated with this location (optional).
    14. Select a Data Status from the drop-down:
      • 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.

      Setting the location data to Inactive disables data only for that specific location.

    15. Enter the Building Number (optional).
    16. Enter the Plant Number (optional).
    17. Enter the Floor Number (optional).
    18. Select whether the location is an Affiliate from the drop-down (optional):
      • True – The company is another business entity or subsidiary of the company.
      • False – The company is not another business entity of subsidiary of the company.
    19. Select the type of business that the location conducts from the Business Type drop-down (optional):
      • Carrying and Forwarding Agent – (CFA) The company facilitates the movement and transfer of goods. In India, CFAs are often involved in moving goods as interstate stock transfers.
      • Chemist – The company specializes in the composition of substances, may mix substances in preparation for dispensation, and has a shop selling medicines and cosmetics. Also know as a compounding facility.
      • Distributor – The company distributes pharmaceuticals.
      • Exporter – The company exports products. For customs purposes, this company makes the export declaration and sells the products to a company in another country, known as the importer.
      • Healthcare Facility – The company dispenses pharmaceuticals as a healthcare facility.
      • Importer – The company imports products. For customs purposes, this company makes the import declaration, the shipping document names the company as consignee, and the exporter's invoice names the company as buyer.
      • Logistics – The company provides logistics services (e.g. LSP, 3PL).
      • Manufacturer – The license holder of the pharmaceutical product (e.g. Brand Owners, Generics, MAHs, Specialty Companies).
      • Packager – The company packages products.
      • Pharmacy – The company sells product directly to patients.
      • Returns Processor – The company processes returns.
      • Stockist (Regional Distributor) – The company stocks the products, and then distributes them.
      • Wholesaler – The company is a wholesaler of pharmaceuticals.
    20. Select Choose File to upload a .BMP, .JPG, .GIF, or .PNG Business Logo, with a maximum file size of 2 KB (optional).
    21. Enter the Tax Registration Code used to identify the location for tax and other legal reporting purposes (optional).
    22. Enter the Premises Code used to record the internal identifier the company uses for this location (optional).
    23. Enter the Company Phone number associated with the location (optional).
    24. Enter the Company Fax number associated with the location (optional).
  4. In the Regulatory Contact section, enter the contact information for the regulatory contact at the location (optional):
    1. Enter the Name in the text field (optional).
    2. Enter the Email in the text field (optional).
    3. Enter the Title in the text field (optional).
    4. Enter the Phone in the text field (optional).
  5. On the Location Identifiers tab:
    1. Select the Identifier Type from the drop-down.

      See Identifier and Item Code Types for more information.

    2. Enter the Value in the text field.
    3. Select Add New Identifier and repeat the previous steps to add another identifier (optional).
    4. Select a Primary Identifier if there is more than one identifier (minimum one identifier required).
  6. On the Regulatory Licenses tab (optional):
    1. Select Add New License.
    2. Enter the Agency in the text field (optional).
    3. Enter the Country in the text field (optional).
    4. Enter the State or Region in the text field (optional).
    5. Enter the Number in the text field (optional).
  7. Select Add Location.

    The View Company Master Data screen displays, and the new location displays in the results table.

  • To delete identifiers, select the Remove icon on the Location Identifiers tab.
  • To delete regulatory licenses, select Delete on the Regulatory Licenses tab.

Edit Company Master Data

Companies that use TraceLink for serialization and compliance must enter a value in the Street 1, City, State Or Region, Postal Code, and Country fields.
  1. Hover over Master Data Exchange in the Modules drop-down at the top of the screen, and then select Company Master Data.
  2. Select View Details in the Actions column for the row with a Data Type of Company.
  3. Select Edit Company Details.
  4. In the Company Information section:
    1. Enter the company's Name.
    2. Enter the first line of the company's corporate address in the Street 1 field (required if any of the following fields contains a value; Street 2, City, District,Village, house number, Township, State Or Region, Postal Code, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).
    3. Enter the second line of the company's corporate address in the Street 2 field (optional).
    4. Enter the District (optional).
    5. Enter the Village (optional).
    6. Enter the House Number (optional).
    7. Enter the Township (optional).

    8. Enter the City (required if any of the following fields contains a value; Street 1, Street 2, District, Village, house number, Township, State Or Region, Postal Code, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID,Premises Code, Company Fax, and Tax Registration Code).

    9. Enter the State or Region (required if any of the following fields contains a value; Street 1, Street 2, City, District, Village, house number, Township, Postal Code, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

    10. Enter the Postal Code (required if any of the following fields contains a value; Street 1, Street 2, City, District, Village, house number, Township, State Or Region, Country, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

    11. Enter the 2-letter Country code (required if any of the following fields contains a value; Street 1, Street 2, City, District, Village, house number, Township, State Or Region, Postal Code, Building Number, Plant Number, Floor Number, Address Object GUID, House GUID, Premises Code, Company Fax, and Tax Registration Code).

      See Country Codes for a list of codes.

    12. Enter the Company Email address associated with the overall company (optional).
    13. Enter the Company URL for the website associated with the overall company (optional).
    14. Enter the Building Number (optional).
    15. Enter the Plant Number (optional).
    16. Enter the Floor Number (optional).
    17. Enter the Tax Registration Code used to identify the location for tax and other legal reporting purposes (optional).
    18. Enter the Premises Code used to record the internal identifier associated with the company (optional).
    19. Select the type of business that the company conducts from the Business Type drop-down (optional):
      • Carrying and Forwarding Agent – (CFA) The company facilitates the movement and transfer of goods. In India, CFAs are often involved in moving goods as interstate stock transfers.
      • Chemist – The company specializes in the composition of substances, may mix substances in preparation for dispensation, and has a shop selling medicines and cosmetics. Also know as a compounding facility.
      • Distributor – The company distributes pharmaceuticals.
      • Exporter – The company exports products. For customs purposes, this company makes the export declaration and sells the products to a company in another country, known as the importer.
      • Healthcare Facility – The company dispenses pharmaceuticals as a healthcare facility.
      • Importer – The company imports products. For customs purposes, this company makes the import declaration, the shipping document names the company as consignee, and the exporter's invoice names the company as buyer.
      • Logistics – The company provides logistics services (e.g. LSP, 3PL).
      • Manufacturer – The license holder of the pharmaceutical product (e.g. Brand Owners, Generics, MAHs, Specialty Companies).
      • Packager – The company packages products.
      • Pharmacy – The company sells product directly to patients.
      • Returns Processor – The company processes returns.
      • Stockist (Regional Distributor) – The company stocks the products, and then distributes them.
      • Wholesaler – The company is a wholesaler of pharmaceuticals.
    20. Select Choose File to upload a .BMP, .JPG, .GIF, or .PNG Business Logo, with a maximum file size of 2 KB (optional).
    21. Enter the Company Phone number associated with the overall company (optional).
    22. Enter the Company Fax number associated with the company (optional).
  5. In the Regulatory Contact section, enter the contact information for the company's regulatory contact (optional):
    1. Enter the Name in the text field (optional).
    2. Enter the Email in the text field (optional).
    3. Enter the Title in the text field (optional).
    4. Enter the Phone in the text field (optional).
  6. On the Company Identifiers tab:
    1. Select Add New Identifier in the top-right corner of the tab.
    2. Select an Identifier Type from the drop-down.
    3. Enter the Value in the text field.
    4. Select a Primary Identifier if the company has more than one identifier (minimum one identifier required).
    5. Repeat the previous steps to add additional identifiers.
  7. Select Submit Changes.

    The View Company Details screen displays, and the updated company master data is saved.

  • To delete identifiers, select the Remove icon on the Company Identifiers tab.

Import Company Master Data

  1. Hover over Master Data Exchange in the Modules drop-down at the top of the screen, and then select Company Master Data.
  2. Select the Import icon in the top-right.
  3. Select the type of Data to Upload from the drop-down:
    • Company Data Element – To upload company master data.
    • Location Data Element(s) – To upload company location master data.
  4. Select Choose File.
  5. Browse for and select the desired CSV File (see Formatting the CSV for Company Master Data and Formatting the CSV for Locations for more information).
  6. Select Submit.

    The View Company Master Data screen displays, and TraceLink updates the company master data with the information in the imported file.

  • To download a sample CSV file, select CompanyElementSample.csv or LocationElementSample.csv.
  • See the Import Company Master Data screen for possible errors.