Resolve Item Recommendations

Before you integrate curated items to your ERP, closely review the recommended item updates on the Item Recommendation page. This item queue includes data such as the vendor part number, implantable flag, latex flag, and GTIN information.

When users accept changes to item data, Data Connect sends those changes to your organization's ERP. A decline action occurs when a user chooses to not accept the GHX recommendation value, but accepts the organization's value instead. A decline stays on the Completed tab for seven days. After that, the item is removed from the Completed queue. Data Connect remembers that declined action and will not make that recommendation again in the future.

Note: Items that require manual intervention are shown in the Item Recommendation queue. A Customer Admin user can define the item recommendations that Data Connect will auto approve. See Recommendation Management for details.

  1. Use one of the following methods to open the Item Recommendations page:

    • Click Dashboard > Tasks to Be Completed and click a number in the Recommendation Scopes list, or

    • Click Content Management > Item Recommendation

  2. View the list of recommendations queue and determine the actions to take.

    Tip: Data Connect automatically collapses the left navigation pane to give you more space to work in the right pane. To expand the left pane, select the side arrow expand icon on the left.

    Item Recommendation, Accept or Decline

    Vendor Part Number Recommendations

    Vendor Part Number recommended scopes can be filtered by New or Existing Change Exceptions.

    Filter example

    Vendor Part Number columns display a number, in red text surrounded by parenthesis, identifying how many change exceptions are found. Items with change exceptions will be notated by a blue flag icon.

    Blue flag example

  3. Click the radio buttons to accept or decline recommendations.

    Tip: GHX's recommendation is selected by default. Select Bulk Decline to decline filtered item recommendations in bulk.

  4. Select an item, click Move, and select a queue. Options are Parking Lot and Completed. (Optional)

    Field descriptions

    Field Description
    Recommendations View the queue for new and existing item recommendations that have yet to be reviewed.
    Parking Lot View the queue for item recommendations that need investigation.

    Completed

    View the queue for item recommendations where a decision has already been made. Items in this queue are eligible to be integrated and updated in your ERP.

    Tip: Declined items on the Completed tab stay in Data Connect for seven days. If the items are not integrated into your ERP, the items remain in this queue until the update has been made in your organization's ERP system.
    Integrate

    Click to manually add all items from all scopes that are currently on the Completed tab. These items will be added to the MCAT data file and sent to update your ERP system.

    For example, item 30-1189 has an accepted recommendation for the UNSPSC. That same item also has an accepted recommendation for the manufacturer part number. Data Connect will include both recommendations on one line in the MCAT file that will be sent to your organization.
    Actions

    Select the buttons in the header to take the following actions:

    • Select Scope to Review – Select to limit the view to items that have the following data types:

      • Contract Price

      • Manufacturer Part #

      • UNSPSC Code

      • HCPCS Code

      • Revenue Code

      • Vendor Part #

      • Contains Latex (flag)

      • Is Implantable (flag)

      • Device Identifiers (GTIN)

      • Descriptions

    • Filter – Select to filter items using the following criteria:

      • Select attribute

      • Select condition

      • Enter the value (task status)

      Tip: These filters persist across sessions.

    • Columns – Select to show, hide, and move specific columns.

      Tip: These column selections persist across sessions.

    • Bulk Decline - Decline filtered item recommendations in bulk to automatically select the provider value.

    • Move – Select to move selected items to one of the following queues:

      • Parking Lot – Use when you cannot make a decision about the item (for example, when you need a colleague’s feedback); you can email those Parking Lot items to another user within your organization

      • Completed – Use for item recommendations where a decision has already been made; items in this queue are eligible to be integrated and updated in your ERP system

    • Verify – Click to walk through a wizard to create a review request for the Content Team

      Note: This is future functionality.

    • Export – Click to export the selected data to a .xlsx, .csv., or .txt file.

    • Email – Click to email the selected data as a .xlsx, .csv., or .txt file.
    Buyer Part #

    The provider's internal number for ordering.
    Provider number

    The part number recognized by the manufacturer.
    Recommended number GHX's validated manufacturer catalog number.
    Other columns

    Column header names vary depending on the selected scope.

    Comments

    A free text field providers can use to add a comment about any concerns or next steps related to this item. This information remains in Data Connect and is not sent to your ERP.

    Tip: The maximum field length is 500 characters.