3PL guide: Rx Tracking (DSCSA): 3PL and title model

The guide for the 3PL add-on: holding DSCSA stock for several owners, documents in the owner's name, owner holds and notices, title transfers, owner reports and the owner portal.

Abbreviations on this page: EPCIS (Electronic Product Code Information Services).

Requires: Rx Tracking (DSCSA): 3PL and title model, with 3PL switched on. Works in Odoo Community and Enterprise.

Start here

• Go live as a 3PL
  • Go live as a 3PL: the setup order, and owner stock you already hold
• 3PL quick start: receive and ship for an owner
  • 3PL quick start: receive and ship for an owner on a demo database

Set up

All of it: Set up

• Turn third-party logistics on or off
  • Turn on third-party logistics for a company
  • Turn third-party logistics off again
• Choose the 3PL policies
  • Choose the company's 3PL policies
  • Choose the hold scope: whole lot or per owner
• Record facility licenses and jurisdictions
  • Record and verify our facility licenses
  • Record that a state does not license 3PLs
• Set up an owner profile
  • Create an owner profile
  • Set how the owner's documents are issued
  • Set the owner's policies
  • Allow title transfers or just-in-time transfers, or make the owner a consignor
• Check, change or end an owner relationship
  • Check whether an owner is an authorized trading partner, and fix it
  • Change, end or re-open an owner relationship
• Record owner instructions
  • Record an owner's instruction
  • Find an owner's instructions and see which are used
• Give owners access to the owner portal
  • Give an owner's contacts the owner portal
  • Take the owner portal away from a contact

Receive for an owner

All of it: Receive for an owner

• Receive stock for an owner
  • Create a receipt held for an owner
  • Attach the supplier's EPCIS file to an owner's open receipt
  • Scan and validate an owner receipt
  • Record the owner's confirmation or the supplier's statement before validating
• Receive an owner's own goods and put owner stock away
  • Receive the owner's own goods as a custody receipt
  • Put away and move an owner's units inside the warehouse
  • Move an owner's units to another of our warehouses
• Receive an owner's goods before their data
  • Receive an owner's goods before their data
  • Release a data-pending hold with the supplier's late EPCIS file
  • Release a data-pending hold with the supplier's transaction statement document
  • Release a data-pending hold with the owner's confirmation
  • Work the Supplier Data Pending list
• Handle late supplier files and owner uploads
  • Resolve the differences a late supplier file finds
  • Record supplier data the owner uploaded through its portal

Ship for an owner

All of it: Ship for an owner

• Ship owner orders
  • Record an owner order
  • Confirm an owner order
  • Pick, scan and ship an owner order
  • Change, cancel or delete an owner order
• Return goods to an owner, or ship without an owner order
  • Send an owner's goods back to it (custody return order)
  • Ship an owner's units without an owner order
• Read, send and publish owner documents
  • Read an owner's outbound document
  • Read an owner's inbound document and the history of owner documents
  • Know who receives an owner's documents: issuing mode A or B
  • Send an owner its documents
  • Publish a mode-A owner document to its buyer

Holds, notices and recalls

All of it: Holds, notices and recalls

• Read and send owner notices
  • Find and read the notices sent to an owner
  • Send a notice that could not be emailed
• Hold and release lots that hold owner units
  • Put a lot that holds owner units on hold
  • Release a lot that holds owner units, with each owner's release instruction
• Follow and release owner holds
  • Follow an owner hold placed by an owner receipt
  • Clear a documentation owner hold by recording the missing documentation
  • Release a transaction-information mismatch owner hold
• Recall an owner's lots
  • List the customers an owner's units of a lot were shipped to
  • Recall an owner's lots on its recall instruction

Returns and adjustments

All of it: Returns and adjustments

• Take back customer returns of owner units
  • Take back a customer return of units an owner sold
  • Verify an owner's returned units for resale
  • Reject and destroy an owner's returned units on its destroy instruction
  • Take back units an owner shipped at lot level to a small dispenser
• Return owner units to a supplier, the owner or a designee
  • Return an owner's units to its supplier, or to the owner in custody
  • Send an owner's nonsaleable units to the owner or one of its return designees
• Count, scrap and register owner stock
  • Count an owner's stock and record the units that are gone
  • Record owner units found in a count
  • Scrap an owner's units on its scrap or destroy instruction
  • Register an opening balance of units held for an owner

Title transfers, just in time and consignment

All of it: Title transfers, just in time and consignment

• Buy an owner's units in place
  • Get ready for title transfers in place
  • Create and approve a title purchase order
  • Select the serials that change owner
  • Check and validate a title transfer
• Use the owner's transfer file
  • Import the owner's transfer file on a title transfer
  • Record the seller's Transaction Statement that the owner's file does not affirm
  • Resolve serials the owner's file lists that can't change owner (Title Not Held)
• Sell units back to an owner, or between two owners
  • Sell units back to an owner in place (reversion)
  • Record a sale between two owners in place
  • Cancel or correct a title transfer or a title purchase order
• Buy an owner's units just in time
  • Set up an owner for just-in-time buying
  • Ship our own sale that takes a just-in-time owner's units
  • Pick, pack and ship when a just-in-time owner holds the product
  • Review and bill the automatic just-in-time purchase orders
• Take in and sell consignment stock
  • Take in and sell consignment stock
  • Stop just-in-time buying or end a consignment
• After a title transfer: documents, resale and accounting
  • Find and read the in-place documents of a title transfer
  • Sell units bought in place as our own stock
  • Account for a title transfer: valuation, vendor bill and reversion invoice

Trace requests

All of it: Trace requests

• Answer trace requests while holding owner stock
  • Answer a trace request about an owner's records
  • Answer a trace request about our own records while we hold owners' stock

Facility compliance records

All of it: Facility compliance records

• Keep the FDA annual report and facility events
  • Record a facility's FDA annual report and mark it submitted
  • Act on the FDA annual report reminders
  • Print the FDA annual report summary
  • Record a facility event and mark it reported to FDA
• Owner checks, the gate log and the client list
  • Get an owner transfer through the owner, counterparty and facility checks
  • Review the gate log and export it for an inspector
  • Print or export the facility client list

Reports

All of it: Reports

• Report on owner stock
  • See the stock we hold for each owner (Owner Stock)
  • List the serial numbers we hold for an owner (Owner Serials)
  • Follow an owner's stock movements (Owner Movements)
  • Export the selected rows of an owner report as a CSV file
  • Read our own stock figures while we hold owners' stock
• Report on owner documents, discrepancies, returns and holds
  • Find the DSCSA documents issued in an owner's name or received for it
  • Review the receiving discrepancies of owners' receipts
  • Review returns of owners' units
  • See which owners' units are on hold (Owner Holds report)
• Check and export an owner's records
  • Check every serial's recorded owner against the stock (Ledger vs Stock per Owner)
  • Export everything we keep about one owner as one zip

Reference

All of it: Reference

• 3PL settings and fields
  • 3PL settings and the fields the add-on adds to existing screens
• 3PL records that are kept
  • Which 3PL setup records and files are kept for good
• Owner instructions by operation
  • Which owner instruction each operation needs
• Owner notices and holds
  • Which operations notify an owner, and what each notice says
  • What an owner hold blocks, how holds combine, and when a release needs the owner's instruction
• Title transfer rules
  • Why title pickings, the title location and unit owners can't be changed by hand
• The owner-scoped trace response
  • What an owner-scoped trace response contains
• Owner exports and the owner column
  • What the owner export zip contains, and how to verify it
  • The owner column of the retention export and of packages.csv
• What the 3PL add-on doesn't do

When something goes wrong

• 3PL setup
• Owner profiles and instructions
• Owner receipts and owner isolation
• Goods before data
• Owner shipments
• Owner documents and trace requests
• Owner notices, holds and recalls
• Owner returns and adjustments
• Title transfers
• Just in time and consignment
• Facility compliance records and the owner checks
• Owner reports and exports
• The owner portal
• Access, companies and setup

Related guides

• Owners' side: The owner portal: your stock and documents, send your supplier's data
• With Odoo Enterprise: Scan owner stock in the Barcode app, Investigate owners' stock
• Ideas behind it: Owner stock and own stock, The title model
• The core guide it builds on: Core guide