Perfect Order Exclusion Rules

The Perfect Order Rate model is regularly evaluated for increased accuracy. When changes occur to the model, the excluded rules will be included on the following table:

Business Rule	Date of Impl.	Logic Change	Impacted Metrics/Reports	Business Logic	List of Excluded Suppliers
15	03/01/2024	Consignment orders now require only an 810 for Bill Only, eliminating the need for an 855 across all consignment order types.	Perfect Order Rate POA Rate Invoice Rate	The Bill Only CN will still require the invoice, but the POA is not required. Non-Bill Only CN will not require either the invoice or the POA.
14	03/01/2024	Omit PO lines with a $0 ASN, marked as Medline Fill/Kill.	Invoice Line Rate Perfect Order Rate ASN Innacuracy	Exclude PO Lines from certain Perfect order criteria when the PO Line has an ASN with a 0 Qty as the last or most recent ASN	Medline
13	1/1/2024	Omit PO lines that have the deleted status from the INV and ASN Metrics.	Invoice Line Rate ASN Line Rate PO Missing INV Report PO Missing ASN Report	If a PO line's POA status is deleted then we shouldn't expect the ASN and INV Documents. Change the ASN and INV denominator to the PO lines that we "expect" the ASN and INV.
12	1/1/2024	Omitting all Cardinal Health POs from the invoice criteria because we cannot match the records together due to the invoice coming in under Cardinal Valuelink.	Perfect Order Rate Invoice Line Rate	If Supplier/Vendor = Cardinal Health, those PO Lines will be excluded from the invoice criteria in Perfect Order.	Cardinal Health (101039407)
11	12/1/2023	Remove rejection exceptions from criteria for suppliers who are identified as Fill/Kill model suppliers.	Perfect Order Rate Rejection Exception Rate Invoice Rate	Omit rejection exceptions in Perfect Order for the following suppliers: Cardinal Valuelink (101094743) Medline (101040108)	Cardinal Valuelink (101094743) Medline (101040108)
10	12/1/2023	Exclude Price Exceptions related to Bill Only/Consignment Orders.	Perfect Order Rate Invoice Rate Price Exception Rate	Exclude price exceptions and Invoice exception where the: POA line has $0 price, or the PO and/or POA Type = 'CONSIGNED_ORDER'
9	12/1/2023	Exclude Medline 3PL Process PO Lines from Perfect Order Price Exceptions and Invoice Criteria.	Perfect Order Rate Price Exception Rate Invoice Line Rate	Exclude Medline 3PL Process PO Lines Where GHX receives a POA line unit price of $0.00 from Medline, GHX will omit the price exception for that line. GHX will not require the invoice for a 3PL identified line.	Medline (101040108)
8	12/1/2023	Omit PO lines that are rejected from the INV and ASN Metrics.	Invoice Line Rate ASN Line Rate PO Missing INV Report PO Missing ASN Report	If a PO Line's POA status is rejected then we shouldn't we expect the ASN and INV. Change the ASN and INV denominator to the PO lines that we "expect" the ASN and INV.
7	12/1/2023	Exclude suppliers that send only a single UOM code on the POA and/or INV.	Perfect Order Rate UOM Exception Rate	Exclude Suppliers from the UOM Exception if: count(distinct exception_original_value) > 1, and count(distinct exception_value) = 1
6	12/1/2023	Exclude Self Distribution volume from Perfect Order for Providers that have a Self Distribution model through GHX.	All Metrics (for impacted providers)	Exclude Transactions from Perfect Order that have come from a supplier entity under the same root parent as the provider denoting Self distribution volume.	Avera Health (103012273) Trinity Health System (Michigan) (377933550) The University of North Carolina Health Care System (104150112) Allegheny Health Network (104204585)
5	12/1/2023	Omitting all Cardinal Valuelink POs from the invoice criteria because we cannot match the records together due to the invoice coming in under Cardinal Health.	Perfect Order Rate Invoice Line Rate	If Supplier/Vendor = Cardinal Valuelink, those PO Lines will be excluded from the invoice criteria.	Cardinal Valuelink (101094743)
4	12/1/2023	Remove the invoice utilization criteria from all POs for the suppliers who do not support the 810 invoice document.	Perfect Order Rate Invoice Line Rate	Remove Supplier PO Lines from the Invoice Requirement that: The supplier does not have any Invoice Volume. The supplier is not Enabled in Reg Center. The supplier is US or CA.	104011710 PerkinElmer Canada - CA 104065388 The Powell Company, LTD 104143918 ProSys Information Systems 104109561 Singer Equipment Company 105122738 Metropolitan Detroit Area Hospital Services 101044507 Medical Mart 103012975 Fresenius Canada 147231207 Inspirity Health Partners LLC - Supplier 377940811 MTF Biologics 104062094 Schaan Healthcare Products Inc. 104054556 Dell Canada, Inc. 104115599 Nonin Medical, Inc. 103012313 Abbott Diagnostics Division Canada 377885542 Mohawk Shared Services Inc. 101059309 Abbott Laboratories, Limited CA 104026271 SCI Logistics
3	5/30/2023	Ignore price exceptions on lines with a PO unit price of $0.01.	Perfect Order Rate Price Exception Rate	Ignore any Price Exceptions where the PO unit price is $.01. Exclude the PO Lines from the Price exception criteria.
2	1/1/2023	Exclude substituted lines from Perfect Order that are identified on the POA.	All Perfect Order Metrics and KPI's	Exclude any PO lines that come through the exchange with a POA line containing the ack line status code 'IS' Item substituted.
1	1/1/2023	Exclude Metatrade transactions from Perfect Order Dashboard metrics and KPI’s.	All Perfect Order Metrics and KPI's	Only include GHX PO Lines and Return doc lines where the Document channel has gone through the exchange between both the Provider and Supplier.