Monthly Tasks

Task 1: Run the Price Parity report in My Exchange Orders to find prices that are discrepant from the supplier data.

  • Review spend disparities between facilities on the same contracts (different tiers may apply)
  • Review spend disparities between facilities on the same contracts (different tiers may apply)
  • Review the high and low spend across facilities for contracted and non-contract items
  • Share this information with Contract Administration and Accounts Payable and verify the actual prices paid on the PO

    • Note: The Price Parity report will indicate any differences between the vendor's acknowledgment and invoice (855 and 810 transaction sets).

Task 2: Run the Usage report in My Exchange Orders.

  • Determine if non-file or non-catalog items have been ordered multiple times
  • Check your department's policies and procedures to find out if there are a specific number of times an item is ordered and should be added to your facilities Item Master

Task 3: Run the Buyer Contract Performance report in My Exchange Orders.

Tip: This is an excellent management report to quickly review contract purchases by buyer to evaluate contract compliance and utilization patterns for your organization.

Task 4: Run the Contract By Organization Report report in CCXpert.

  • Review the information you manually entered in the Supplier, Agreement or Rebate fields
  • Use this information to report on Key Performance Indicators (KPIs)

Task 5: Run the Contract Purchases by Manufacturer report in My Exchange Orders by filtering on date range, manufacturer and facility.

  • Verify tier levels with your GPO or to negotiate contract pricing with your suppliers

Analysis Recommendations for Monthly Tasks

  • One of the most compelling reasons for reviewing the Buyer Contract Performance report is to clearly understand the off-contract dollar volume and develop a plan to incrementally decrease this number. For example, if a buyer purchases med-surg type items, the percentage of on-contract spend should be significant, whereas, a buyer who purchases capital items likely has an insignificant amount of on-contract spend. If the buyer purchases for the OR or Cath lab, the percentage off-contract may be something to review and monitor to leverage contract pricing. You should review periodically to maximize on-contract purchases in incremental levels to reach spend targets or goals.
  • The Contract Purchases by Manufacturer report displays contract spend totals by a specific MFG number (not your Item Number nor the Vendor Catalog Number). This is a great tool to utilize in contract negotiations because you can do a fair comparison with the Manufacturer Number.