New Features and Enhancements
ERP Materials Management
 You can select multiple asset locations for a new item using Consolidated Item Add.
A separate selection step is no longer needed for multiple asset location assignments when creating a new item in the item catalog.
With Consolidated Item Add (Materials Management > Inventory > Consolidated Item Add), after you enter and save the vendor information, the Assign Catalog Item to Asset Locations panel appears.
When you create an item with Consolidated Item Add, the item is automatically assigned to the asset location in your Current Settings. On the Assign Catalog Item to Asset Locations panel, you can choose additional asset locations for the item (Figure 1).
Details are in the online documentation topic "Assignment of a Single Catalog Item to Multiple Asset Locations."
The process of updating existing items and assigning them to new asset locations has not changed. This new feature only applies to items being created with Consolidated Item Add.
ERP Materials Management > Inventory > Consolidated Item Add
New site-defined financial reporting fields are available.
The new financial reporting fields let you identify, categorize, and display General Ledger data in reports and lists. When set up for a site, and entered on application records -- such as requisitions, purchase orders, invoices, quick issues, and more -- the financial reporting fields propagate to general ledger transactions.
Up to three financial reporting fields can be set up for a site. You need PremierConnect ERP General Ledger to use financial reporting fields.
Note that Project Code and Fund Code -- like the three new financial reporting fields -- also propagate to GL transactions, and can be used in reports. (Project Code and Fund Code fields have been available in the application for a long time.)
- You can specify financial reporting fields in these additional areas:
- As organizational overrides for vendors
- On the JV Import Template.
- GL exports include the financial reporting fields.
- The GL account import includes the financial reporting fields.
- The application displays financial reporting fields in GL transactions, available from several lists.
(e.g., MM > Inventory > File Item Transactions > GL Transactions)
- The financial reporting fields are available in 34 report objects. See the report object list.
Example
Figure 2 is an example of a manual journal voucher for a site that has three financial reporting fields: Physician, RN, and DRG Code.
ERP General Ledger > Journal Vouchers > Journal Vouchers > New
- The Fin Reporting tabbed panel contains the selectable financial reporting fields.
- You can create new journal entry lines on the General tabbed panel, and enter Project and Fund Codes there, as well.
- Each line (at the bottom) can be edited and Project Code, Fund Code, and financial reporting values selected or changed.
Figure 3 is a simple report for a department built from the "Order Guide" report object. The report definition includes financial reporting fields Physician, RN, and DRG Code, as well as Project and Fund codes. This site specifies financial reporting fields on order guides. The user has selected a single order guide, but could have selected a larger number, and from different organizations and departments.
Set Up and Enable Financial Reporting Fields
To use financial reporting values, contact the Help Desk. The feature must be enabled for your site.
In addition, you will need to:
- Assign a label to each financial reporting field. Three financial reporting fields are available for your use. You can identify them as you wish. This activity is available in the System Settings panels (Work in Administration > Administration > System Values).
- Create field values for users to select.
-
A table in General Ledger with an edit panel is available for you to enter values for each field that you have identified. The values are then selectable by users in the various application features.
- You can also import field values in a .csv-formatted file to populate the table.
- If you wish, you can flag the financial reporting fields as "required" for relevant GL accounts.
- The GL Account Code Edit panel for each account code lists financial reporting fields that your site uses. You can select those that you wish to require for account transactions.
Details on setting up the financial reporting fields, locations in the application where you can use them, and examples on the different panels are in the online documentation topic "Using Financial Reporting Fields in PremierConnect© ERP."
Panel Changes: Requisitions list - The redundant link "Release Req for Picking" is removed, and is now on the line Menu only.
The link is available from the Menu for each requisition on the list. It was removed from the list display to make the list easier to read. Figure 4 is an example:
ERP Materials Management > Requisitions - Current Dept or Requisitions - All Depts > QuickClick > Show All
ERP Financials - Accounts Payable and General Ledger
See the discussion of the new Financial Reporting Fields above. The setup for these fields in in General Ledger.
The fields can be used in General Ledger, Materials Management, and Accounts Payable records.
Panel Changes: The Unprocessed Scanned Invoices list now provides sorting by by File Name.
On the Unprocessed Scanned Invoices panel, click the File Name column header (Figure 5) to sort the list in ascending order. Click again to sort in descending order. The Position To also can accept a File Name value for positioning the list to a particular invoice.
ERP Accounts Payable > Invoicing > Unprocessed Scanned Invoices
Sourcing and Contract Management (SCM)
The new Miscellaneous field has been added to the supply contract header.
The new Miscellaneous field on the contract header is for optional, site-specific data that you wish to include with the contract. For example, you may wish to enter codes or names for other areas at your site that can use the contract. Miscellaneous is a sixty-character alphanumeric field. Figure 6 displays the field location.
SCM main Contents > Contracts > Contract Workbench > open contract > Contract Info panel > edit
The options for resolving user-initiated and GPO price changes are revised for Premier Managed Contracts.
The previous rule -- that you could not Accept Leave or Accept Remove GPO price changes for Premier Managed Contracts is changed.
The following discussion applies only to Premier members using both Supply Chain Analysis (SCA) and PremierConnect Sourcing and Contract Management (SCM).
A Premier Managed Contract is any contract created or synced via the Premier contract synchronization process.
For Premier Managed contracts, on the SCM Contract Detail Price Changes panel (Figure 7):
- You can Accept/Leave or Accept/Remove GPO price changes, but not reject them. The Reject option is grayed out.
-
You cannot Accept/Leave or Accept/Remove price changes that originate in the ERP system (Materials Management or Accounts Payable). The Reject option is available, however.
SCM main Contents > Supplies > Contract Workbench > open contract > Price Changes
Table 1 summarizes the options for resolving price changes for all contracts:
Table 1 - Price Change Options for Contracts
Price Change
Type |
Premier
Managed |
Accept
Leave |
Accept
Remove |
Reject |
| |
|
Enabled? |
Enabled? |
Enabled? |
| GPO |
Y |
Y |
Y |
N |
| PO/Invoice/Item |
Y |
N |
N |
Y |
| GPO |
N |
Y |
N |
Y |
| PO/Invoice/Item |
N |
Y |
Y |
Y |
Additional Notes on SCA-SCM Synchronization (Premier Members)
- Synchronization: Whenever the same contract/tier exists in both Supply Chain Analysis (SCA) and
Sourcing and Contract Management (SCM), the contracts are automatically synchronized.
- The synchronization feature is enabled for sites that use SCA when SCM is implemented at a hospital.
-
Synchronization runs nightly.
-
The process uploads new Supply Chain Analysis GPO contracts to Sourcing and Contract Management,
and synchronizes SCA updates of existing SCM contracts.
-
The process does not import to SCM contracts marked "local" in SCA.
-
The process does not import Premier contract lines whose Price End Date has already passed.
- Imports: You cannot manually import updated Premier Managed Contracts when those contracts are already in SCM.
Only the synchronization process can update SCA price-activated contracts.
In services spend analysis, data for contracts that have expired before the beginning of the specified date range are not displayed.
You can set the date range filter to display contracts between various dates (Figure 8). Spend data for services contracts that expired before the selected beginning date is not displayed.
SCM main Contents > Shared Services > Analysis Workbench
The Related Contracts field is added to the header of "Aperek" contract spreadsheet, for imports and exports, both single- and multi-tier formats.
Figure 9 is an example.
SCM main Contents > Supplies > Contract Workbench > open contract > Actions > Export Contract
Using the "Aperek" template, you can import any contracts that you may have downloaded previously which are lacking this field: the import will work. When you export a contract after the release date, the new field will be on the export.
Reports
New Report Objects/Report Fields
- A new report object "Contract Header and Detail With Prices" is available. This report object lets you download a full extract of all non-expired contract information for a site. Site staff can use the extract to identify new contract items that need to be available and matched in item inventories. Field names in the report object are:
| - AcceptedYN |
- Miscellaneous |
| - AcceptedDate |
- PkgConvFactor1 |
| - ActivatedYNDesc |
- PkgConvFactor2 |
| - ActivatedYNB |
- PkgConvFactor3 |
| - ContractEndDate |
- PkgConvFactor4 |
| - ContractName |
- PkgConvFactor5 |
| - ContractNo |
- PkgUOM1 |
| - ContractStartDate |
- PkgUOM2 |
| - CreateDate |
- PkgUOM3 |
| - CreateUser |
- PkgUOM4 |
| - CreateUserName |
- PkgUOM5 |
| - Description |
- PriceEndDate |
| - GPOCode |
- PriceStartDate |
| - GPOName |
- RecordCount |
| - LastUsedDate |
- RelatedContracts |
| - LastUsedUser |
- TierLevel |
| - LastUsedUserName |
- UnitOfMeasure |
| - Mfr |
- UNSPSCCode |
| - MfrItemNo |
- UOMConvFactor |
| - MfrName |
- UserID |
- The following new fields are available on the "Spend Item Detail," "Spend Item Summary," and "Spend Summary" report objects.
- Award Type
- Item Class
- Item Sub Class
- The new Miscellaneous field on the Contract Header panel is available on these report objects:
Contract Header (CaA)
Contract Header and Detail (CaA)
| General Ledger Detail by Account |
Invoice PO Detail |
Par Cart |
| General Ledger Detail By Account YTD |
Invoice Distribution Details with Payment Info |
PO Header (no detail lines) |
| General Ledger Detail By Department |
Invoice Expense Analysis Detail |
PO: Summary Header and Complete Line Data (PO Header & Line View 1) |
| General Ledger Detail By Department YTD |
Invoice Expense Analysis Detail
with Check Number |
PO: Complete Header and Summary Line Data (PO Header & Line View 2) |
| General Ledger Detail by Source |
Invoice Header and Distribution Detail |
PO Requisition Analysis |
| General Ledger Transactions MM |
Invoice Match Header |
PO with Related PO Lines, Receipts, Receipt Lines
(PO/PO Line/Receipt/Receipt Line) |
| General Ledger Transactions MM and AP |
Invoice Match Header, Detail, and PO Line |
Receipt Distribution Analysis (Receipt, Issue and Stock Transaction Detail) |
| Inventory Transactions File Items (Stock and Non-stock Items) |
Invoice PO NonFile Detail |
Requisition Details |
| Invoice Activity |
Invoice Recurring |
Requisition Details - Warnings and Errors |
| InventoryTransactions (File and Non-file Items) |
Journal Voucher |
Requisition Headers |
| Invoice Activity Summary |
Order Guide |
Department Expense Report
|
| Department Expense Report Custom |
Problem Resolutions
ERP - Materials Management/Accounts Payable/General Ledger
- Problem Summary: EDI 856 ship notices would not print when the user had the appropriate authorizations, and "Auto Process 856 Ship Notices As Receipt" was set on the Vendor Buy-From Location panel. This problem has been resolved. These documents now appear in My Archived Reports, as designed, and are available for generating hard copies.
Note: The following fields must also be selected on the User Profile to enable printing:
- On General tab,
a functioning Printer Name must be assigned to the EDI user.
- On the Authorities tab, the field Make Delivery Docs auto-available to My Reports must be checked.
Sourcing and Contract Management
- Problem Summary: The single tier contract export had too many locked down columns.
This situation caused difficulties for some sites who could not highlight rows, insert rows, etc.
This problem has been resolved by allowing insertion of rows and columns, and highlighting in areas that are editable.
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