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All settings

Every setting the Rx Tracking modules add, in the order Settings shows them. Open Settings and find the section named here. What to choose and why is on the guide page in the Explained in column and on the settings reference.

Inventory ‣ DSCSA (Rx Tracking)​

SettingExplained inHelpModuleTechnical name
GLN (under Company GLN)Set the company GLN and GS1 prefix lengthGS1 Global Location Number of the company (13 digits), stored on the company's contact. Used as the company's party identifier and, for warehouses without their own GLN, as the location identifier.Rx Trackingdscsa_company_gln
GS1 prefix length (under Company GLN)Set the company GLN and GS1 prefix lengthNumber of digits of the GS1 company prefix at the start of the GLN (6 to 12), used to split the GLN into an SGLN URN. Leave empty to assume 7 (US pharma: '03' + 5-digit labeler code).Rx Trackingdscsa_gs1_prefix_length
Wholesalers/3PLs need a 503(e) reportSet whether wholesalers and 3PLs need an FDA 503(e) reportA wholesaler or 3PL trading partner is only authorized with a current, verified FDA 503(e) annual report in addition to its state license.Rx Trackingdscsa_require_503e_report
Small-dispenser exemptionSet the small-dispenser exemption end dateUntil this date, customers flagged as small dispensers may receive lot-level transaction information.Rx Trackingdscsa_small_dispenser_exemption_end
EPCIS legal noticeReview the Transaction Statement and the EPCIS legal noticeTransaction Statement notice written into outbound EPCIS files.Rx Trackingdscsa_ts_legal_notice
Transaction StatementReview the Transaction Statement and the EPCIS legal noticePrinted on outbound DSCSA documents. Each document keeps a snapshot of the text in force when it was created.Rx Trackingdscsa_ts_text
Off-site write-once archive (S3)DSCSA settingsCopy every posted DSCSA document (files and a JSON manifest) and every retention export to an S3 bucket with Object Lock in compliance mode.Rx Trackingdscsa_archive_enabled
Bucket (under Off-site write-once archive (S3))DSCSA settingsRx Trackingdscsa_archive_bucket
Region (under Off-site write-once archive (S3))DSCSA settingsRx Trackingdscsa_archive_region
Endpoint URL (under Off-site write-once archive (S3))DSCSA settingsOnly for S3-compatible storage or a VPC endpoint, e.g. https://minio.example.com. Leave empty for AWS.Rx Trackingdscsa_archive_endpoint_url
Key prefix (under Off-site write-once archive (S3))DSCSA settingsFolder of the archive inside the bucket. Use a different prefix for every Odoo database that writes to the same bucket.Rx Trackingdscsa_archive_prefix
Access key ID (under Off-site write-once archive (S3))DSCSA settingsRx Trackingdscsa_archive_access_key_id
Secret access key (under Off-site write-once archive (S3))DSCSA settingsWrite-only: type a new key to replace the stored one. The stored key is never shown.Rx Trackingdscsa_archive_secret_key
S3 Secret Key Set (under Off-site write-once archive (S3)) (not shown; set by the modules)Set up the off-site S3 archiveRx Trackingdscsa_archive_secret_key_set
Retention (years) (under Off-site write-once archive (S3))DSCSA settingsObject Lock retention of each archived file, counted from the transaction date (documents) or the end of the period (retention exports). At least the six years DSCSA requires. Compliance mode: nobody, not even the AWS root user, can delete or shorten it.Rx Trackingdscsa_archive_retention_years
Test mode (under Off-site write-once archive (S3))DSCSA settingsFor trying the archive against a test bucket only. Uploads use Object Lock GOVERNANCE mode (removable by an administrator with the bypass permission) and a retention of a few days, under <prefix>/company-<id>/test/. NOT DSCSA-compliant: records archived in test mode do not count as archived, and are queued again for a compliance upload once test mode is switched off. Never use it in production.Rx Trackingdscsa_archive_test_mode
Test retention (days) (under Off-site write-once archive (S3))DSCSA settingsTest mode only: Object Lock GOVERNANCE retention of each test upload, counted from when it is queued (1 to 30 days).Rx Trackingdscsa_archive_test_retention_days
DSCSA files in delivery emailsSend the DSCSA files with delivery confirmation emailsAttach the stored T3 report (PDF) and EPCIS file (XML) to the delivery confirmation email. Needs 'Email Confirmation' (Shipping section) to be enabled. Customers can also download their documents from the customer portal.Rx Trackingdscsa_delivery_email_documents
Open an investigation on quarantineSet up investigations: D-U-N-S number, automatic investigations, Form 3911 dataQuarantining a DSCSA lot that has no open investigation opens a suspect-product investigation (quality alert).Suspect productdscsa_quarantine_creates_alert
D-U-N-S numberSet up investigations: D-U-N-S number, automatic investigations, Form 3911 dataUnique Facility Identifier printed on Form FDA 3911 (item 23).Suspect productdscsa_duns

Inventory ‣ DSCSA: third-party logistics (3PL)​

SettingExplained inHelpModuleTechnical name
Third-party logistics (3PL)Turn on third-party logistics for a companyHold DSCSA stock for owners (3PL clients) and transfer title in place. While off, nothing changes and no owner profile can be created. Turning it on also shows Odoo's owner fields (Held for owner) to all internal users.3PL add-ondscsa_3pl_enabled
Title location (under Third-party logistics (3PL))Turn on third-party logistics for a companyVirtual location (usage inventory) that title-transfer pickings move units through, created when 3PL is turned on.3PL add-ondscsa_title_location_id
3PL Owner Data Exists (under Third-party logistics (3PL)) (not shown; set by the modules)Turn third-party logistics off againSet when the company's first owner profile is created, never reset: the company has owner data, which stays segregated in histories, reports and the portal even after 3PL is turned off.3PL add-ondscsa_3pl_used
Owner counterpartiesChoose the company's 3PL policiesWhat happens when an owner's supplier, customer or return designee is not an authorized trading partner. The owner's own authorization and our facility licence always block.3PL add-ondscsa_3pl_counterparty_check
Warn only for owners with a recorded counterparty attestation (under Owner counterparties)Choose the company's 3PL policiesWhen set, an owner profile with a recorded counterparty attestation gets "Warn" for its counterparties.3PL add-ondscsa_3pl_owner_attestation
Issue documents as the owner's agentChoose the company's 3PL policiesWhen we may send transaction information, statements and EPCIS in an owner's name to its customer (issuing mode B). Otherwise the documents go to the owner only (mode A).3PL add-ondscsa_3pl_agent_issuance
Consignor ownersChoose the company's 3PL policiesOwners of type Consignor: a supplier's stock we hold and sell ourselves through a just-in-time title transfer.3PL add-ondscsa_3pl_allow_consignors
Hold scopeChoose the hold scope: whole lot or per ownerWhole lot: every hold covers the lot for all owners, and each affected owner is notified. Per owner: documentation holds on an owner receipt hold only that owner's units.3PL add-ondscsa_3pl_hold_scope
Owner isolation for non-DSCSA productsChoose the company's 3PL policiesAlso keep owners' stock of non-DSCSA products apart when reserving.3PL add-ondscsa_3pl_isolate_non_dscsa