Receive product

Receive either all or specific serial numbers, move the serial numbers to the Available Item Status, and close a receipt.

1. Select [Company Name] - Serialized Operations Manager from the Network drop-down in the header.

2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.

3. Select Receipts from the Process drop-down in the header.

4. Select the Go button in the header.

5. Select Search from the side menu.

6. Filter to find the receipt.

7. Select the Actionsicon for a specific delivery.

8. Select View Receipt.

9. In the Receive Serial Numbers section, select one of the following:

   • Receive All radio button – Receive all serial numbers listed in the receipt.

   Or

   • Receive Specific Serial Numbers radio button – Receive specific serial numbers from the receipt:

     1. Enter or scan the Serial Numbers (SGTIN) in the Serial Numbers text area.

     2. Select the Automatically disaggregate any child serial numbers from their parent containers checkbox to allow any child serial numbers to be disaggregated from their parent container while receiving the delivery.

     3. Set the Register Unknown Serial Numbers switch to determine whether serial numbers that currently do not exist in Serialized Operations Manager must be registered or not:

        • Yes – All serial numbers entered in the text area are registered with an Available Item Status.

        • No – (default) All serial numbers entered in the text area are rejected and an error will display.

10. Set the Allow Short Receipt switch:

    • Yes – The delivery can have fewer serial numbers entered than the original list of serial numbers in the receipt.
    • No – (default) The delivery cannot have fewer serial numbers entered than the original list of serial numbers in the receipt.
11. Set the Delivery Complete switch:
    • Yes – No additional serial numbers associated with the delivery number can be received.
    • No – (default) Additional serial numbers associated with the delivery number can be received.
    This switch is enabled only if an Administrator has configured Serialized Operations Manager in Track & Trace Services Administration to receive partial deliveries. See the Company Administration Online Help for more information.

12. Select Receive.

    The View Receipt screen refreshes.

    If the Delivery Complete switch is set to Yes, the Status of the receipt is updated as Closed, and all serial numbers entered are moved to the Available Item Status.

    If the Delivery Complete switch is set to No, the Status of the receipt will remain as In Progress, and all serial numbers entered are moved to the Available Item Status.

Tips

• Select Cancel to cancel the changes. All information will be discarded.
• Select Save and Go Back to save the changes and return to the Search Receipt screen. There will be no changes to the Item Status of the serial numbers or the Status of the receipt.
• Select Receive and Go Back to receive the serial numbers and return to the Search Receipt screen. Depending on the Delivery Complete configuration, the Status of the receipt will be updated accordingly.
• Select Save to save the changes and remain on the View Receipt screen. There will be no changes to the Item Status of the serial numbers or the Status of the receipt.

Close a receipt to quickly update the Status of the receipt to Closed, retaining the existing status of the respective serial numbers. Closing a receipt does not change the status of the serial numbers (e.g. a serial number in Pending Receipt Status remains as Pending Receipt). To move the serial numbers to Available Item Status, make received serial numbers available.

1. Select [Company Name] - Serialized Operations Manager from the Network drop-down in the header.

2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.

3. Select Receipts from the Process drop-down in the header.

4. Select the Go button in the header.

5. Select Search from the side menu.

6. Filter to find the receipt.

7. Select the Actionsicon for a specific delivery.

8. Select Close Receipt.

9. Select Close in the confirmation dialog box.

The Status of the receipt is updated as Closed.

Tips

• To export the serial numbers for a specific delivery, select the Actionsicon for any row and then select Export Shipped Numbers.

1. Select [Company Name] - Serialized Operations Manager from the Network drop-down in the header.

2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.

3. Select Receipts from the Process drop-down in the header.

4. Select the Go button in the header.

5. Select Search from the side menu.

6. Fill in one or more of the following fields in the Filters section:

   1. Delivery Number field – The unique identifier of the receipt that the serial number is included in.

   2. Business, Location, or Transaction ID field – Either the unique business or location name, or transaction identifier of the shipment that the serial number is included in.

   3. Status drop-down – The status of the receipt:

      • In Progress – The receipts that are pending completion. This status is the same as Unsubmitted in Track & Trace Services.

      • Closed – The receipts that are marked as received. This status is the same as Submitted in Track & Trace Services.

      • Voided - All – All receipts with void events.

      • Voided - Cancelled – A previously submitted receipt that is now void due to a customer cancellation.

      • Voided - Corrected – A previously submitted receipt that indicates a void event as a result of incorrect information, which now includes the correct information.

      • Voided - Not Corrected – A previously submitted receipt that indicates a void event, as a result of incorrect information, that still requires correction.

7. Select Show Additional Filters and fill in the following fields to further filter the results:

   1. Filter By drop-down – The type of value to filter for:

      1. Date Received – The date range when the delivery was received. Default is Last Week.

      2. Receipt Type – The type of receipt:

         • All (default)

         • Purchase - Import – A purchase into one country from another.

         • Purchase - In Country – A purchase within the same country.

         • Return - Import – A return into one country from another.

         • Return - In Country – A return within the same country.

         • Transfer - Import – A transfer into one country from another.

         • Transfer - In Country – A transfer within the same country.

   2. Select Add Additional Filter to specify another Filter Option.

8. Select Apply.

   The results display in the table.

   See the information that displays in the table

   • Status – The status of the receipt:

     • In Progress – The receipts that are pending completion. This status is the same as Unsubmitted in Track & Trace Services.

     • Closed – The receipts that are marked as received. This status is the same as Submitted in Track & Trace Services.

     • Voided - All – All receipts with void events.

     • Voided - Cancelled – A previously submitted receipt that is now void due to a customer cancellation.

     • Voided - Corrected – A previously submitted receipt that indicates a void event as a result of incorrect information, which now includes the correct information.

     • Voided - Not Corrected – A previously submitted receipt that indicates a void event, as a result of incorrect information, that still requires correction.

   • Delivery Number – The unique identifier of the receipt that the serial number is included in.
   • Date Received – The date that the delivery was received.
   • From Business – The business that ships the delivery.
   • From Location – The physical location that the delivery is shipped from.
   • To Location – The physical location that receives the delivery.
   • Transaction IDs – The transaction identifiers associated to the delivery (e.g. Purchase Order Number).

9. Select the Actionsicon for a specific delivery.

10. Select View Receipt. 

    The View Receipt screen displays.

    See the details that display for each receipt

    • Type – The type of receipt: 

      • Purchase - Import – A purchase into one country from another.

      • Purchase - In Country – A purchase within the same country.

      • Return - Import – A return into one country from another.

      • Return - In Country – A return within the same country.

      • Transfer - Import – A transfer into one country from another.

      • Transfer - In Country – A transfer within the same country.

    • Status – The status of the receipt:

      • Closed – The receipts that are marked as received. This status is the same as Submitted in Track & Trace Services.

      • Voided - Cancelled – A previously submitted receipt that is now void due to a customer cancellation.

      • Voided - Corrected – A previously submitted receipt that indicates a void event as a result of incorrect information, which now includes the correct information.

      • Voided - Not Corrected – A previously submitted receipt that indicates a void event, as a result of incorrect information, that still requires correction.

    • Date Received – The date that the delivery was received.

    Entities section

    • From Business – The business that ships the delivery.
    • To Business – The business that receives the delivery.
    • Ship From Location – The physical location that the delivery is shipped from.
    • Ship To Location – The physical location where the delivery is received.

    Transportation Carrier section

    • Exit Port – The name of the port where the delivery leaves the Ship From Country (e.g. airport, maritime port, border checkpoint).
    • Entry Port – The name of the port where the delivery enters the Ship To Country (e.g. airport, maritime port, border checkpoint).
    • Carrier – The transportation carrier that ships the delivery.

    Transaction IDs section

    • ID Type – The type of transaction identifier associated to the delivery (e.g. Purchase Order Number).
    • ID Value – The transaction identifier value associated to the delivery.
    • Document Date – The documented date associated to the delivery.

    Products & Containers section

    • Products tab

      • Product Name – The name of the product.
      • Item Code – The item code that identifies the product, usually an NDC.
      • Received Eaches – The total number of eaches that were marked as received.
      • Shipped Eaches – The total number of eaches that were shipped.
      • Lot Number – The lot number for the serialized items.
      • Expiration Date – The expiration date for the serialized items.
      • Transaction IDs – The transaction identifiers associated to the delivery (e.g. Purchase Order Number).

    • Containers tab

      • Serial Number – The serial number of the container. The container can be a pallet, case, inner pack, or each.
      • Packaging Type – The type of container (i.e. Homogeneous Pack, Mix Pack) derived from the GTIN in Product Master Data.
      • Received Eaches – The total number of eaches that are marked as received.
      • Shipped Eaches – The total number of eaches that were added to the receipt by the From Business.
      • Lot Number – The lot number for the container. Displays as -- if the Packaging Type is Mix Pack.
      • Expiration Date – The expiration date for the serialized items in the container. Displays as -- if the Packaging Type is Mix Pack.
      • Transaction IDs – The transaction identifiers associated to the delivery (e.g. Purchase Order Number).

    Additional Information section

    • Contract Type – The type of contract:
      • Agency Sales Agreement – An agent performs legal actions and paid services for a manufacturer or supplier.

      • Commission Sales Agreement – A sales agent earns commission for facilitating trade for an exporting company.

      • Consignment Agreement – The buyer pays the manufacturer or supplier only when the product is sold.

      • Competitive Bid – The right to fulfill the order is bid on by manufacturers and awarded to the manufacturer with the most favorable bid.

      • Government Contract – Product is sold under a government or state contract.

      • Private Contract – The buyer agrees to purchase product from the manufacturer.

    • Contract Number – The identification number of the selected Contract Type.
    • Supply Type – The intended purpose of the shipment:

      • Agency Ordered Destruction – Return of a product for destruction as ordered by a government agency.

      • Civil Protection Emergency Distribution – Distributing product to authorized parties (e.g. police) for civil protection and disaster control.

      • Clinical Trial – The product is part of a clinical trial.

      • Collection – Return of recalled product.

      • Contract Manufacturer Buyback – A return sale back to the contract manufacturer.

      • Court Ordered Destruction – Return of product for court ordered destruction.

      • Customs Clearance Distribution – Product that is received into an importer’s warehouse after customs clearance.

      • Customs Sale – Sale of product previously seized by a customs agency.

      • Customs Zone Transfer – Product that is transferred between customs zones.

      • Dental Practitioner Distribution – Distributing product to a dental practitioner.

      • Destruction – Return of product for company-initiated destruction.

      • Donation – Distributing product for donation.

      • Emergency Medical Practitioner Distribution – Distributing product to a paramedic or emergency medical practitioner.

      • Exempted Dispenser – Suppliers mark a product as Dispensed before a dispenser receives it.

      • Free of Charge Distribution – Free sales that are neither Donations nor Sample Distributions.

      • Medical Care Distribution – Distributing product for medical care.

      • Medical Practitioner Distribution – Distributing product to a doctor or other medical practitioner.

      • Military Distribution – Distributing product to the military.

      • Optical Practitioner Distribution – Distributing product to an optometrist or optician.

      • Patient Distribution – Distributing product to a patient.

      • Prison Distribution – Distributing product to a prison.

      • Pharmaceuticals Provider Distribution – Distributing product to a provider.

      • Re-Export – Product that is produced in Country A, and then imported into and subsequently re-exported from Country B.

      • Re-Export Embargo – Product that is produced in Country A, and then imported into and subsequently re-exported from Country B due to an embargo placed on a product.

      • Re-Export Sanctions – Product that is produced in Country A, and then imported into and subsequently re-exported from Country B due to imposed sanctions.

      • Research University Distribution – Distributing product to a research institution (e.g. universities that perform research).

      • Safety & Life Reserves Distribution – Distributing product to a retail pharmacy.

      • Sample Distribution – Distributing product as free samples.

      • School Distribution – Distributing product to a school.

      • Special Medical Care Distribution – Distributing product to a nursing home or hospice.

      • Veterinary Distribution – Distributing product to a veterinarian or a veterinary retailer.

      • Withdrawn Product Collection – Withdrawn goods are collected and returned to the manufacturer.

    • Funding Source – The source of funds used to purchase a shipment:

      • Extra Budget Funds – Funds not included in the budget are used to purchase the shipment.

      • Federal Budget Funds – Federal government funds are used to purchase the shipment.

      • Mixed Budget Funds – Both regional and federal government funds are used to purchase the shipment.

      • Own Funds – The company's own funds are used to purchase the shipment.

      • Regional Budget Funds – State or regional funds are used to purchase the shipment.

    • Removal From Circulation Reason Code – The reason that the product in a shipment is being removed from circulation:

      • Counterfeit – The product is a fraudulent imitation of the original.

      • Damaged – The product is damaged.

      • Excluded from Registration – The product was not registered.

      • Expired – The product is expired.

      • Falsified – The document for the product is intentionally inaccurate.

      • Lost Consumer Properties – The product has lost its potency (e.g. due to exposure to light or being stored outside of the appropriate temperature range).

      • Recalled – The product is recalled.

      • Substandard – The product does not meet physical or quality standards.

      • Unfit for Consumption – The product cannot be safely consumed.

      • Withdrawn by Manufacturer or MAH – The Manufacturer or MAH has withdrawn the product from the market.

    • Allow Short Receipt – A delivery with fewer serial numbers than the list of serial numbers entered in the Quantity field:
      • No – TraceLink does not allow the receipt to include fewer serial numbers.
      • Yes – TraceLink allows the receipt to include fewer serial numbers.
    • Comments – Any additional remarks. 200 character maximum (e.g. delivery number for South Korea).

    Inspections section

    • Receipt Inspection Status – The inspection status of a delivery:

      • Not Inspected – The contents of the delivery is not inspected.

      • Inspected - Passed – The contents of the delivery is inspected and match the associated receipt.

      • Inspected - Failed – The contents of the delivery is inspected and do not match the associated receipt.

    • Date Receipt Inspected – The date that the product in the delivery is inspected.
    • Receipt Inspection Comment – Any additional information about the delivery inspection.
    • Aggregation Inspection Status – The status of a delivery's aggregation hierarchy:

      • Verified – The aggregation hierarchy for the delivery is scanned down to the each level.

      • Unverified – Only the top-level (e.g. pallet) aggregation hierarchy for the delivery is scanned and the remaining aggregation levels are unknown to TraceLink.

      • Implied – The entire aggregation hierarchy for the delivery is known to TraceLink, but only the top-level (e.g. pallet) is scanned. The lower aggregation levels was provided previously (e.g in an aggregation or shipment).

    • Warehouse Operator – The name of the warehouse operator or supervisor responsible for processing the receipt.

Tips

• Select the Actionsicon in the upper right and then select:
  • Export Shipped Numbers to export all the associated serial numbers with the receipt along with their hierarchy.
  • Export Received Numbers to export all the received serial numbers associated with the receipt along with their statuses.