Running Transaction Code Reports (Gold Suppliers)
McKesson Front End Insights includes the ability for Suppliers to pull reports for items sold to various customers with specific Transaction Codes identified from McKesson.
Please follow the steps below to pull reports via Transaction Code on Front End Insights within the SALES data universe.
- When pulling SALES reports, continue to establish your set timeframe via the Reporting Period(s) and your criteria via Measures.
- When establishing your Report on Entities selections, use the Class dropdown to select the last entry on the dropdown - Transaction Codes.
- Once selected, you then have a couple of options for choosing your selected Entity(ies) -
Using the Attribute Search function
- Type your search criteria into the field provided and then select your search function from the available dropdown to the right.
- Once you've got your search criteria set, you will click the small
symbol to activate the search.
- Any results from the search will be shown in the Available Entities field on the left.
- Using your mouse, click on the Transaction Code Entity(ies) you wish to include in the report and they will be moved over to the Selected Entity(ies) section on the right.
- Your report is then ready to run and be reviewed via the normal Sales report process.
Selecting the Transaction Code in Available Entities
- In the Available Entities field, click on ALL to release the available Transaction Codes.
- Select the Transaction Codes to include in the report by clicking on each one which will move them over to the Selected Entity(ies) field.
- Your report is then ready to run and be reviewed via the normal Sales report process.
Definition of the McKesson Transaction Codes
Below, please find a listing of the available McKesson Transaction Codes that are available for reports in Front End Insights and their definitions
Transaction Code Transaction Code Definition
| 6144 | Fees and Service |
| 6151 | Promo and Special Order |
| 6193 | Emergency Order |
| 6219 | Rebills |
| 6224 | Regular Sales |
| 6227 | Close Out |
| 6235 | Directs and Special Purchases |
| 6516 | Warehouse |
| 6631 | Overage/Keep |
| 6900 | Credit |
If you have any additional questions on this process, please send an email to our Support Team to support@frontend-insights.com.