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McKesson-Using Asset Management Software- VA Focus

McKesson-Using Asset Management Software- VA Focus. Linda R. Vaughn, Data Analyst VISN 3. Purchasing Detail- Invoice Level McKesson SMO 5.3.

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McKesson-Using Asset Management Software- VA Focus

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  1. McKesson-Using Asset Management Software- VA Focus Linda R. Vaughn, Data Analyst VISN 3

  2. Purchasing Detail- Invoice Level McKesson SMO 5.3 • Report used for tracking all pharmaceutical purchases during a specified time period or you can run a report for a specific pharmaceutical by Economost # or Description under Items. • SMO 6.0 Custom Report can be built and saved as Template. Call McKesson Help Desk for assistance to build a template. • Example 1- SMO 5.3 Reports, My Reports, Purchase Detail, Invoice Detail Level Format • Example 1a-SMO 5.3 Purchase Detail at Invoice Level Report

  3. McKesson SMO 5.3 - Detailed Inventory Turns • Go to Reports v.5.3, New Report, Asset Mgmt Reports, 12-Month Inventory Turns Forecast Reports, Detail • Example 2- McKesson SMO 5.3 12-Month Inventory Turns Forecast Report- Detail Format • Example 3- Download and Sort Instructions • Example 4- 12-Mo Inventory Turns Detail Report

  4. McKesson SMO 6.0 Inventory Detailed Turns • Data is the same, reports are generated differently. • Example 5 –SMO Reports 6.0 Inventory Detailed Turns Instructions. • Purpose of 12-Month Inventory Detailed Turns is to highlight potential shelf inventory issues for correction.

  5. How to Review Inventory Turns • Once formatted, look for anomalies targeting high $$ items. • Go to the shelf and check validity of McKesson report. • Remember, it is based on four months of purchasing history. • Patient safety shelf level inventory is top priority. • If oversupply is noted, make adjustments, return, mail pharmaceutical to patient instead of sending prescription to CMOP, or by using pharmaceutical at another of your facilities.

  6. McKesson Returns • Monitoring McKesson returns provides an opportunity to target staff strategies for inventory management. • Reasons for returns: • Recalls • Overstock • Purchasing errors • Changes in need for inventory

  7. McKesson Returns Reports • SMO 6.0 Canned Report, Performance Management, Top 200 Ranked by Dollar Example 6- SMO 6.0 Top 200 Ranked by Dollar Only variance in generating the report is Date Selection, Custom Option for exact date ranges. Formatting instructions are the same as previously noted.

  8. McKesson Returns Reports (continued) • McKesson SMO 6.0, Canned Reports, Performance Management, Returns Analysis Report. • This report is useful for comprehensive returns analysis. • Example 7-McKesson 6.0 Performance Management, Returns Analysis

  9. McKesson Credits • Including but not limited to credits from returned merchandise, SAP Third Party Credits from Blanket Purchasing Agreements, Pricing Corrections, Addbills and Service Charges can be sometimes be located in Purchase Detail at Invoice Level reports but can always be located in McKesson SMO Accounts Payable, Closed Transactions.

  10. McKesson Credits (continued) • McKesson SMO, Accounts Payable, Closed Transactions, Customer Criteria, one McKesson account or multiple accounts (may include Group Accounts, Transaction Criteria • May choose from Addbills, Credit Memos, Pricing Corrections, SAP Third Party Credits, or Service Charges. • Must specify Date Range • Submit • Example 8- SMO Accounts Payable, Closed Transactions Screen Shot

  11. Accounts Payable • McKesson’s SMO Accounts Payable [Closed Transactions, Transaction Criteria (All)] can be downloaded on a monthly basis to rectify all McKesson transactions and B09s. • Instructions for downloading All McKesson transactions. • Example 9-- Accounts Payable Closed Transactions, All Transactions

  12. Accounts Payable continued • Example 10- Accounts Payable, Closed Transactions, Spreadsheet-

  13. Contract Compliance Lost Savings Opportunity Report • This is the new McKesson report that was finalized in February 2010. It provides the opportunity to save this report as a template and run it each business day. You have the opportunity to identify any purchasing errors prior to McKesson unloading the products and to take corrective action(s). • Example 11-Contract Compliance Lost Savings Opportunity Instructions-

  14. Contract Compliance Lost Savings Opportunity Report (continued) • Example 12- Contract Compliance Lost Savings Opportunity Report- Demo report is in Excel due to privacy restrictions.

  15. Summary • By effectively incorporating these McKesson reporting tools into your processes, you will have an opportunity to identify program issues in purchasing and inventory management.

  16. Questions

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