Linda R. Vaughn, Data Analyst
VISN 3
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
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
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.
How to Review Inventory Turns
 Once formatted, look for anomalies targeting high
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$$ 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.
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
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.
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
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.
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
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
Accounts Payable continued
 Example 10- Accounts Payable, Closed Transactions,
Spreadsheet-
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-
Contract Compliance Lost Savings
Opportunity Report (continued)
 Example 12- Contract Compliance Lost Savings
Opportunity Report- Demo report is in Excel due to
privacy restrictions.
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.
Questions