august 22 nd & 23 rd , 2012

35
Helping you make informed business decisions! CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved. August 22 nd & 23 rd , 2012 Utilizing for Pharmacy Purchasing & Inventory Control Welcome to:

Upload: naomi-melendez

Post on 30-Dec-2015

43 views

Category:

Documents


0 download

DESCRIPTION

Utilizing for Pharmacy Purchasing & Inventory Control. Welcome to:. August 22 nd & 23 rd , 2012. KS Overview. Established in 2001 Headquartered in Bridgewater, NJ - PowerPoint PPT Presentation

TRANSCRIPT

Helping you make informed business decisions!

CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

August 22nd & 23rd , 2012

Utilizing for Pharmacy Purchasing & Inventory Control

Welcome to:

2CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

KS Overview

Established in 2001

Headquartered in Bridgewater, NJ

We deliver information management and ERP solutions that enable corporations to make timely and informed business decisions. We focus on integrating technology, business processes and policies to transform it into business-intelligent and actionable information, and improve business operations.

Lawson Certified Partner since 2005 Data Management / Business Intelligence Business Process Analytics

3CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Primary Industries Served

Healthcare Retail Manufacturing

Insurance Public Sector Utilities & Communications

Financial Services

4CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

With clients such as

5CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Experience• 25 years in Pharmacy Purchasing & Inventory Control Management • 5 years Consulting and Customer Service

Skill set:• Lawson Project Lead for Pharmacy implementations• Senior Business Consultant at Lawson Software• Lawson Procurement Suite implementation expertise, Certified in 9.0.1

Accomplishments:• Successful application set up for Pharmacy at NYPH and two Upgrades• Procurement application set up for Pharmacy at a State hospital in New York City(Completed on time). • President and founder of LMT Health Care Consulting Services, • Application set up of Procurement and Inventory Control for two hospitals

Internationally•Montreal, Canada (Completed on time )•Mexico City, Mexico. (Completed on time)

Director of ERP Procurement Services and Solutions at Knowledge Solutions, LLC

BIO - Mario Naranjo

6CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Content

Common Pharmacy Process (RQ, IC & PO)Pharmacy RQ, IC & PO Using LawsonPharmacy SetupView Proposed KS SolutionQ&ASummary of BenefitsOverview of existing client setup screens

7CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Standard Process

Department Pharmacy AccountsPayable

Manual Process; e.g.,Hand written, phone,

fax, spreadsheet

Manual Process / Misinterpretation; e.g.,Blind ordering, follow-up

No Item Detail; e.g.,

No Categories, Descriptions

Manual Process; e.g.,

Replenishment, follow-up, 3rd party

control

Manual Process; e.g.,

No Line Item details

8CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Lawson Procurement and Materials Management

Lawson-based Process

Department Pharmacy AccountsPayable

AutomatedProcess;

Requisition Center or Mobile Supply

Chain Mgmt

Automated Process; Online Ordering & Online

Inventory (RQC), Mobile Par Counting (MSCM)

Item Details; e.g.,Descriptions,

Categories, Accounts, & Accounting Units

Automated Process; Replenishment, follow-up, line item receipts (MSCM) and contract compliance

Automated Process; Invoice Line Item

Match

9CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Process for setup of Pharmacy for Inventory Control

• Build an Item Master in Lawson- ALL Pharmacy items or only those you approve.

• Agreements- Create from GPO or Distributor File to Lawson and maintained in Lawson by the Pharmacy Buyer

•Perpetual Inventory is required so ALL areas can order supplies via Requisition Center (RQC) in Lowest Unit of Measure (LUOM) Internally and then automatically replenish stock.

• Stock can be ordered via (MSCM, RQC or Templates) by ALL areas (Pharmacy Satellites, clinics, labs, etc..) direct from the Primary Distributor, this will reduce carrying cost and internal workload from picking and packing

• Par Locations- are maintained by the Pharmacy Buyer from one central location, reduces overstock and minimize expiration of stock on the floors.

•Supplies can be replenished directly by specific areas from Pharmacy Inventory or from the Distributor.

10CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Set up for Inventory Control -Continued -

• Receiving: Can be done on Lawson or by utilizing Receiving and Delivery(RAD), if available.

•Radiology, Dialysis and clinics- Can be set up as Par Locations and order using RQC Non-Stock supplies direct from the Supplier

•Generate PO’s automatically- Eliminate double entry for PO’s

•ALL Locations can view actual inventory On Hand (JIT)- Order on-line utilizing RQC to improve communications

•Physical Inventory and Cycle Counting update Lawson (JIT)- Eliminate cost associated to outside vendors and generate ability to update working Inventory immediately

11CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Questions?

Are you still with me?

12CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Pharmacy Purchasing & Inventory Control Management Solution

Solution Description:

Allow for the Automation Process of Requesting Supplies by the End User

Provide the Pharmacy Buyer full control of the Order Process from Requisition to Delivery by using a single system

Solution Capabilities:

Single System to track Purchasing, Inventory Distribution, Financial Management

Single System to Track Accounts Payable Vendor Payment History

Standardized & Centralized location for Requesting Pharmacy Supplies

Standardized Format for Item Descriptions Standardized Format for Unit of Measure Provide Buyer with Direct Access to Contract Management

13CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Solution Requirement1: Lawson 9.0.1.x or Higher

Solution Duration2:

Two (2) months – includes:Pharmacy set up with up to 2,000 Lines Items Purchased historically (Formulary & Non-Formulary) created and added to current Item MasterOne (1) Inventory LocationOne (1) Primary Contract with 98% of Lines created in the Item Master Up to Five (5) Direct Vendor Contracts (Max. 20 Lines/contract) Up to Twenty (20) Requesting Locations Up to Ten (10) Par LocationsUp to Ten (10) TemplatesTraining Pharmacy Staff and train the trainer

Pharmacy Purchasing & Inventory Control Management Solution - Continued -

14CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Use of one ERP System to report and track all expenditures- Lawson

Contracts are loaded & maintained in Lawson by the Pharmacy Purchasing Manager.

Budget and track usage by specific AHFS Category You can budget and control your departments

expenditures for Pharmaceuticals Approval of Requisitions using Process Flow in Lawson A/P has ability for 3-way match to pay invoice Option for Electronic Invoice Payment Ease for Auditors, ALL data Online

Summary of Benefits for Lawson & Pharmacy

15CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Automated Inventory Replenishment Par and Cycle Counting for ALL areasTrack deliveries made via Lawson R&D. Interface with Pyxis or OmnicellOrder Pharmacy items online using RQCView Availability of SOH OnlineLocked Templates to control approved Pharmacy itemsUse of Template reduces possibility of order errorMSMC used for picking of goods requested Your Physical Inventory of Perpetual Inventory updated JIT All items are created in Generic Description

Summary of Benefits - Continued

16CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Questions?

17CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC02 *

To setup Pharmacy Inventory Location

18CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC04 GL Categories

19CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC11 Items Master Setup *

Item setup same way as in Procurement but with ‘P’ in front

20CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC11 Setup UOM *

21CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC12 Setup *

22CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC12 Setup Reorder Point*

23CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC12 Source and Replenishment *

24CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

PO13 Setup * Consider PO13.3

25CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

PO25 Setup *

26CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

PO25.6 Lines*

27CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Requisition Center *

End users place orders for Pharmacy items separately

28CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC81 Par Setup *

Satellites replenish using Par counting

29CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

IC82 Mass Change*

30CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

MSCM Par and Cycle Counting *

31CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

ED Setups Outbound *

FTP over to Cardinal.com (pharmacy reviews order in Cardinal.com before sending out)

32CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

ED10 Setup for 832 *

33CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Bid Response Loads *

Run to update Pharmacy Contracts

34CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Questions?

Thank you

35CONFIDENTIAL © 2012 Knowledge Solutions, LLC®. All rights reserved.

Helping you make informed business decisions!

Thank You!

Mario F. NaranjoDirector of ERP Procurement

Knowledge Solutions, LLCCell: 201- 895-1384

[email protected]

Allen GebhardtDirector of Business Development

Knowledge Solutions, LLCCell 973-216-5825

[email protected]

*- Screen shots from Lawson are for presentation and visualization purposes only, data is not actual, some information detail was provided and composed with the assistance of In-Ho Kwak, Manager at NewYork-Presbyterian Hospital, Knowledge Solutions has received permission to publish and use this information as deemed necessary.