Business Transaction Management with Linkiva Pharma

This document provides a comprehensive overview of how to manage and customize business transactions within the Linkiva Pharma environment. The process involves reviewing inbound and outbound files, analyzing logistic transactions, and customizing reports and dashboards to enhance data visualization and meet specific business needs.

Step 1

After logging into the Linkiva Pharma environment, users can view all business transactions exchanged with partners.

Step 2

Observe the inbound file, indicating receipt, and the outbound file. For example, when a transaction is sent from the WMS or ERP system to Mint, it is converted and forwarded to the partner in their specified format. Users can select and review specific transactions of interest.

Step 3

Users can access various logistic transactions such as inventory updates and stock transfer shipment advice. This provides information when a customer notifies that they are dispatching goods to the warehouse.

Step 4

By selecting a specific transaction, users can review detailed information, including shipment details, transfer stock number, dates, carrier information, reference transactions, associated purchase orders, client and provider details, shipping locations, and material data.

Step 5

Users can modify any field using SC technology to customize the user interface according to their preferences, allowing them to add, remove, or rearrange fields as needed.

Step 6

After reviewing the data, users can access reports and dashboards. For instance, they can view the inventory exchange with customers or the shipment status, showing whether it has been picked up, is in transit, or ready for pickup.

Step 7

Reports and dashboards can be modified as needed.

Step 8

Users can enter edit mode to adjust dashboards to fit their requirements. They can drag and drop additional reports or records to display.

Step 9

The newly added report will display information such as purchase orders and their status.

Step 10

Finally, users can modify data visualization to suit their needs.