Administrator or implementer
People who install the modules, configure Odoo and the modules, load master data and set up users. Access: Administration: Settings and Rx Tracking Manager.
Abbreviations on this page: GLN (Global Location Number), EPCIS (Electronic Product Code Information Services).
Set up once
Getting started
- Install Rx Tracking (DSCSA)
- Install the 3PL add-on
- Install the Enterprise add-ons, and what installs automatically
- Configure Rx Tracking in the first 30 minutes
- Load products, trading partners and licenses from a spreadsheet
- Go live with stock and records you already have
- Prove the whole chain once after go-live
- Quick start: receive, ship and trace a case on a demo database
Core guide
- Open the DSCSA settings of a company
- Set the company's address, GLN and GS1 prefix length
- Give a warehouse its own GLN
- Set the company time zone used for lot expiry dates
- Review the Transaction Statement and the EPCIS legal notice
- Set whether wholesalers and 3PLs need an FDA 503(e) report
- Set the small-dispenser exemption end date
- Send the DSCSA files with delivery confirmation emails
- Give staff the right Rx Tracking access
- Give a customer portal access to its DSCSA documents
- Tune the jobs through system parameters
- Choose who receives the DSCSA reminder activities
- 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
- Queue records posted before the archive was switched on
- Set up a DSCSA product
- Record our own company's licenses
- Set up and work in a multi-company database
- Set up a handheld scanner for Scan Serials
- Receive through a two- or three-step route
- Register the opening balance for stock that predates the package ledger
3PL guide
- Turn on third-party logistics for a company
- Choose the company's 3PL policies
- Choose the hold scope: whole lot or per owner
- Record and verify our facility licenses
- Record that a state does not license 3PLs
- 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
- Give an owner's contacts the owner portal
- Know who receives an owner's documents: issuing mode A or B
- Register an opening balance of units held for an owner
- Get ready for title transfers in place
- Set up an owner for just-in-time buying
- Go live as a 3PL: the setup order, and owner stock you already hold
- 3PL quick start: receive and ship for an owner on a demo database
Barcode app
- Switch the company to the GS1 barcode nomenclature
- Prepare scanners, products and operation types for DataMatrix scanning
Suspect product
- Set up investigations: D-U-N-S number, automatic investigations, Form 3911 data
- Give staff access to investigations
- Use Quality Control checks alongside DSCSA operations
Every day
Getting started
Core guide
- Check that a DSCSA job ran, and run it by hand
- Watch the archive queue and each record's archive state
- Record and verify a trading partner's license
- Renew, correct or retire a verified license
- Act on license-expiry reminders
- Let a customer accept or pay an order online
- Sell DSCSA product by dropship
- Send one document's link to a customer
- Verify returned units for resale, or reject and destroy them
- Check the package ledger against the stock (Ledger vs Stock)
- Get the monthly retention export, or export on demand
- Verify the integrity of the DSCSA documents
3PL guide
- Publish a mode-A owner document to its buyer
- 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
- Verify an owner's returned units for resale
- Sell units back to an owner in place (reversion)
- Record a sale between two owners in place
- Take in and sell consignment stock
- Record a facility's FDA annual report and mark it submitted
- Act on the FDA annual report reminders
- Export everything we keep about one owner as one zip
When something goes wrong
Getting started
Core guide
- Keep a staging or restored copy from writing to the archive
- Fix and retry failed archive uploads
- Get a record back from the off-site archive and check it
- Stop treating a product as DSCSA, duplicate it or archive it
- Move DSCSA stock between two of our companies
- Correct a receipt after validation
- Handle a document posted without an EPCIS file
- Send a non-saleable return to the supplier
- Quarantine a lot so it can't be reserved or shipped
- Release a lot from quarantine
- Cancel a trace request that needs no answer
- Record units found in a count
- Place a legal hold on DSCSA documents
- Release a legal hold
3PL guide
- Turn third-party logistics off again
- Change, end or re-open an owner relationship
- Take the owner portal away from a contact
- Put a lot that holds owner units on hold
- Release a lot that holds owner units, with each owner's release instruction
- Release a transaction-information mismatch owner hold
- Recall an owner's lots on its recall instruction
- Reject and destroy an owner's returned units on its destroy instruction
- Send an owner's nonsaleable units to the owner or one of its return designees
- Record owner units found in a count
- Stop just-in-time buying or end a consignment
- Record a facility event and mark it reported to FDA
Suspect product
- Quarantine the lot from its investigation
- Release the lot from its investigation
- Quarantine and release, from an investigation, a lot that holds owners' units
Troubleshooting
- Fix an "Only DSCSA users or managers can ..." refusal or an Odoo access error
- Find the troubleshooting entry for a message
- Fix a scan the Barcode app refuses or doesn't recognize
Reference you'll use
Core guide
- DSCSA settings and record numbering
- Which outbound paths are refused or skipped
- Fields and statuses the core module adds to Odoo screens
- What is kept, and what can never be deleted or changed
3PL guide
- 3PL settings and the fields the add-on adds to existing screens
- Which 3PL setup records and files are kept for good
- Why title pickings, the title location and unit owners can't be changed by hand
Barcode app
Suspect product
- Who may change an investigation, and every rule that refuses
- Suspect and illegitimate product without Odoo Enterprise
- What changes for investigations when you hold owners' stock
Shared reference
- Which modules to install for your edition
- Every scheduled job and what it does
- Every email, notification and activity the modules send
- What each Rx Tracking role can see and do
- Working with DSCSA products without an Rx Tracking right
- What portal users and link recipients can read
- Glossary
- Roles and permissions