Bold Vision. Brilliant Execution.

Hollister

Chargebacks & Sales Tracings

KT session 1

Bold Vision. Brilliant Execution.

Version 4
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 Agenda
Bold Vision. Brilliant Execution.

• Chargeback & Rebate process

• Chargeback Process in Detail
 Membership
 Contract Maintenance
 Sales Order Integration
 Claims Processing
 Tracing Processing
 Settlements & Customer Reporting
 Resubmissions
 Pools
• Transaction Codes

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 Hollister Chargeback and Rebates
Hollister GPO/IDN

Institutional Rebates

GPO Admin Fees

GP / Federal / IDN Contract Pricing $10/Box

Distributor
Distributor Rebates Chili’s /
Premier
Aramark
Federal / IDN
Distributor Fees
End Customer

Dist. Contract Pricing Contract Pricing

$12 / Box $10 /Box

Claim $2/Box McKesson

Broker
Chargeback Credit
$2/Box

Hospital
GP / Federal contract Price on Direct purchases

Copyright © 2015 Vistex, Inc. Proprietary and confidential. All rights reserved.
 Chargeback & Rebates Process
Bold Vision. Brilliant Execution.

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 Membership
Bold Vision. Brilliant Execution.

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 Membership
Bold Vision. Brilliant Execution.

R8.12
E4.04

E4.08
E4.08
E4.08

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 Membership
Bold Vision. Brilliant Execution.

• Membership types
• Membership Types
• GPO - GPMB
• SL/Federal –
• Others
• Submission Type
• GP Member Maintenance - GPMB
• Primary Affiliation Maintenance - PAMT
• Identifiers
• Address ID (Only Premier)
• GPO ID
• GLN
• Customer Creation
• X-ref update
• Condition type YX21-A815

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 Membership
Bold Vision. Brilliant Execution.

• Primary affiliations
• to only one group in US
• To multiple groups in Canada
• Roaster Maintenance
• US GP Memberships
• Top Parent, Direct ID and AMC Ind

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Membership Templates - /irm/gmlftm

• Membership uploads - /irm/gmlupl
• Submission Maintenance - /irm/gmlm
• Partner X-ref - /irm/gpxref

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 Chargeback & Rebates Process
Bold Vision. Brilliant Execution.

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 Contracts
Bold Vision. Brilliant Execution.

E4.03

E4.03 I2.01

R1.13

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 Agreements
Bold Vision. Brilliant Execution.

• Agreement types
• YX01 – End customer Contract
• YX02 – Federal / State Contracts
• YX03 – Distributor Contract Pricing
• Agreement Requests
• Multiple requests for Agreement type YX01
• Single request for YX02 and YX03
• Contract Priority
• Grouping and Subgrouping
• YX43 Condition
• Duplicate checks
• Rebates different contracts

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 Agreements
Bold Vision. Brilliant Execution.

• EDI output
• Index Profiles
• Price Sheets
• Groupings
• Segments
• Upload templates

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Agreement request Templates - /irm/iparftm

• Agreement Request uploads - /irm/iparupl
• Agreement Request - /irm/ipbbarm
• Agreement - /irm/ipbbasp
• EDI845 ADM - /irm/ipgadm

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 Chargeback & Rebates Process
Bold Vision. Brilliant Execution.

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 Sales Order Pricing
Bold Vision. Brilliant Execution.

E
( Hollister )

E4.01 &
E4.07
E4.03

E4.01 E4.07 &

E ( Hollister )

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Default Pricing Templates - /irm/iparftm

• Default Pricing uploads - /irm/iparupl
• Pricing Creation - /irm/gpr01
• Pricing Change - /irm/gpr02
• Pricing display - /irm/gpr03
• Price Proposal Maintenance - /irm/gppm

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 Sales Order processing
Bold Vision. Brilliant Execution.

• Contract Priority
• Sales order Pricing Procedure
• Others

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 Chargeback & Rebates Process
Bold Vision. Brilliant Execution.

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 Chargeback Process
Bold Vision. Brilliant Execution.

I 2.03
I 2.05 E4.05
E 4.05
E4.08

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 Chargeback Process – Excel uploads
Bold Vision. Brilliant Execution.

C3.08

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 Sales Tracing Processing
Bold Vision. Brilliant Execution.

E4.05

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 Claims Processing
Bold Vision. Brilliant Execution.

• Claim types
• Rejections, action codes, Adjustment codes
• Partner / Material IDs
• Completion Checks
• Sales / Billing types
• Item categories
• Submitted values
• Resolutions
• Pricing Procedures

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Claim Templates - /irm/gcrftm

• Claim uploads - /irm/gcrupl
• Claim Processing - /irm/gcrm
• Claim Mass ReProcessing - /irm/gcr25
• Claim Mass Posting - /irm/gcr23
• Claim Validation - /irm/gcr37
• Material X-ref Maintenance - /irm/gmxref
• Partner X-ref Maintenance - /irm/gpxref
• Customer Index - /irm/gamcidx

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 Chargeback & Rebates Process
Bold Vision. Brilliant Execution.

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 Settlements & Customer Reporting
Bold Vision. Brilliant Execution.

R 1.07,
R 1.08
R 1.09

R 1.10

CR E 1.1

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Billback IP document - /irm/ipbbm

• Mass Billback IP creation - /irm/ipbb22
• Mass Settlement creation- /irm/ipbb23

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 Resubmissions
Bold Vision. Brilliant Execution.

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 Inventory Pools
Bold Vision. Brilliant Execution.

CR E 1.2

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 Pools
Bold Vision. Brilliant Execution.

• Key Design Decisions

• Quantity checks only for Distributors sending Tracings
• Source documents for building pools
• Invoices and Invoice cancellations
• Distributor Returns Credit memos and Return Credit memo
Cancellations
• Maintain Inventory pools
• Bill-to customer level
• Quantity in Base UOM
• Inventory pools based on Billing document date and Claim date
• Returns from End customer to Distributor to add quantity to pools.

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 Pools
Bold Vision. Brilliant Execution.

• Key Design Decisions

• Selected Distributors
• Selected item Categories
• Lookback period of 1 year
• FIFO
• Only YECS and YECR are relevant Item Catogories

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Billback IP document - /irm/ipbbm

• Mass pools IP creation - /irm/ipbb21
• Pools - /irm/ipplm
• Pools List - /irm/ippl05
• Pools adjustment - /irm/grcam
• Pools adjustment Template - /irm/grcaftm
• Pools adjustment upload- /irm/grcaupl

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 LOC Compliance
Bold Vision. Brilliant Execution.

CR E 1.2

CR E 1.3 CR E 1.3 R 1.06

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 Transaction Codes
Bold Vision. Brilliant Execution.

• Billback IP document - /irm/ipbbm

• Mass Billback IP creation - /irm/ipbb22
• Mass Billback IP creation based on Billing - /irm/ipbb21
• LOC compliance Individual Tracking - /irm/ipbbcip
• LOC compliance Calculation Run- /irm/ipbbpcrm

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