Reports and documents
Core module Odoo Enterprise: Quality app 3PL add-on For: Administrator, Compliance manager, Warehouse staff
Every PDF report the Rx Tracking modules print, and the other files they produce, with where to get each one and the page that explains it. The report names are as Odoo lists them in its report list; the buttons and menus are as the screens show them.
PDF reports
The modules add five reports. Each is printed from the record it belongs to; none is sent anywhere by the software.
| Report | Module | What it prints | Where to print it | File name | Explained in |
|---|---|---|---|---|---|
| T3 Report (DSCSA) | Rx Tracking (DSCSA) | A DSCSA document's transaction information, history and statement (T3), as a US Letter PDF. The PDF is made once, when the document is posted, and stored with the document | on a DSCSA document (Inventory ‣ Rx Tracking ‣ Documents): Download T3, or ⚙ (Actions) ‣ T3 Report (DSCSA) | T3-DSCSA-OUT-YYYY-NNNNN.pdf | Find, view, download and print DSCSA documents; The T3 report |
| Form FDA 3911 (DSCSA) | Rx Tracking (DSCSA) - Suspect Product Investigations (Odoo Enterprise) | A data sheet with the items of Form FDA 3911 filled from an investigation, to copy into your notification to FDA. Made each time it is printed; not stored | on an investigation (Inventory ‣ Rx Tracking ‣ Suspect Investigations), the Form FDA 3911 button in the header. Only Rx Tracking users see it | Form_3911_QA000NN.pdf | Complete and print the Form FDA 3911 data sheet; the item map |
| Facility Client List | Rx Tracking (DSCSA): 3PL and title model | The owners a facility served on a date, with their role, licenses and service dates. Made each time it is printed | Inventory ‣ Rx Tracking ‣ Facility Client List (in the 3PL ‣ Reports section), Print | Client list CODE YYYY-MM-DD.pdf | Print or export the facility client list |
| FDA Annual Report Summary | Rx Tracking (DSCSA): 3PL and title model | What a facility's FDA annual report contains: facility, trade names, licenses and facility events. Made each time it is printed | Inventory ‣ Rx Tracking ‣ FDA Annual Reports (in the 3PL ‣ Configuration section): on a report, Print summary; for several reports, select them in the list, then ⚙ (Actions) ‣ FDA Annual Report Summary | FDA annual report YEAR CODE.pdf | Print the FDA annual report summary |
| Recall Consignees | Rx Tracking (DSCSA): 3PL and title model | The customers an owner's units of the recalled lots were shipped to through you. Made each time it is printed | Inventory ‣ Rx Tracking ‣ Recall Consignees (in the 3PL ‣ Operations section), Print | "Recall consignees - OWNER" | List the customers an owner's units of a lot were shipped to |
YYYY-NNNNN, QA000NN, CODE (a warehouse's short name), YEAR and OWNER stand for the record's own number, code, year or name.
Other files the modules produce
| File | Format | Where to get it | Explained in |
|---|---|---|---|
| The DSCSA document's EPCIS file | EPCIS 1.2 XML, EPCIS-DSCSA-OUT-YYYY-NNNNN.xml | the document's Files tab and Download EPCIS | DSCSA documents: T3, EPCIS file and transaction history |
| The retention export | two CSV files per export | Inventory ‣ Rx Tracking ‣ Retention Exports (in the Configuration section) | Get the monthly retention export, or export on demand |
| The facility client list | CSV, client_list_CODE_YYYYMMDD.csv | the Facility Client List window, Export CSV | Print or export the facility client list |
| The recall consignee list | CSV, one row per shipment | the Recall Consignees window, Export CSV | List the customers an owner's units of a lot were shipped to |
| The gate log | CSV | Inventory ‣ Rx Tracking ‣ Gate Log (in the 3PL ‣ Reports section) | Review the gate log and export it for an inspector |
| An owner report's selected rows | CSV | the owner reports Owner Stock, Owner Serials and Owner Movements | Export the selected rows of an owner report as a CSV file |
| Everything kept about one owner | ZIP | Inventory ‣ Rx Tracking ‣ Owner Exports (in the 3PL ‣ Reports section) | Export everything we keep about one owner as one zip |
Which of these records the software keeps is on Records that are kept and, for owners' stock, 3PL records that are kept.