Viewing Sample History by Allocation

End users and administrators can view samples by allocation using the Samples History by Allocation view.

To view sample history by allocation

  1. Navigate to Samples screen, then the Samples History by Allocation view.

  2. In the Product Allocations list, select any record.

    For information about the Product Allocations view, see Allocating Samples.

  3. In the Samples History list, review the information.

    Some fields are described in the following table.

    Field Comments

    Sample

    Name of the sample.

    Lot #

    Lot number corresponding to the sample.

    Quantity

    Number of items in the transaction.

    Expiration Date

    Expiration date of the lot.

    Item Status

    Status of the transaction.

    Transaction Date

    Date on which the transaction happened. This date is linked to the actual transaction.

    Transaction Type

    Possible values include Disbursement, Loss, Report and so on.

    Transaction #

    Transaction number for tracking purposes.

    Transaction Status

    Possible values include Adjusted, Processed, Submitted and so on.