Records

The opening balance, counts, the package ledger, retention exports, legal holds, integrity checks and the off-site archive.

Requires: Rx Tracking (DSCSA). Works in Odoo Community and Enterprise.

Pages

• Register the opening balance
  • Register the opening balance for stock that predates the package ledger
  • Check the package ledger against the stock (Ledger vs Stock)
• Count DSCSA stock
  • Count stock and record the units that are gone
  • Record units found in a count
• Look up units in the package ledger
  • Look up a unit in the package ledger
  • Correct a lot's number or expiry after documents were posted
• Keep, export and verify DSCSA records
  • Place a legal hold on DSCSA documents
  • Release a legal hold
  • Get the monthly retention export, or export on demand
  • Verify the integrity of the DSCSA documents
• Set up the off-site archive
  • Set up the off-site S3 archive
  • Try the archive in test mode, then switch to compliance mode
  • Prove the archive end to end on the real bucket
  • Keep a staging or restored copy from writing to the archive
• Run the off-site archive
  • Watch the archive queue and each record's archive state
  • Fix and retry failed archive uploads
  • Queue records posted before the archive was switched on
  • Get a record back from the off-site archive and check it

When something goes wrong

• Opening balance, counts and records
• Off-site archive and scheduled jobs
• Access, companies and setup

Related

• Records that are kept
• Go live with existing stock