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  • Front End Insights Navigation (Gold Suppliers)
  • Front End Insights Navigation (Silver & Bronze Suppliers)
  • Updating Your Preferences and Changing Your Password (All Suppliers)
  • How to Use Ri-BIT Dashboards (ALL Suppliers)
  • How to Run a Sales Report (Gold Suppliers)
  • How to Run a Sales Distribution Matrix (Gold Suppliers)
  • Report Menu Buttons for Completed Reports (Gold Suppliers)
  • Understanding Rollups (Gold Suppliers)
  • Importing a Report Template (Gold Suppliers)
  • How to Import a Custom File (Gold Suppliers)
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Running Reason Code (Returns) Reports (Gold Suppliers)

McKesson Front End Insights includes the ability for Suppliers to pull reports for items that have been RETURNED to McKesson from various customers for various reasons. When items are returned to the McKesson DCs, they are processed with a Reason Code for the return and these Reason Codes are shared with Front End Insights to allow for Suppliers to pull reports for these items. 

Please follow the steps below to pull reports via Reason 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 2nd to last entry on the dropdown - Reason Code. 

  • 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 Reason 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 Reason Code in Available Entities

  • In the Available Entities field, click on ALL to release the available Reason Codes. 
  • Select the Reason 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 Reason Codes

Below, please find a listing of the available McKesson Reason Codes that are available for reports in Front End Insights and their definitions

  Reason Code                        Reason Code Definition

-- No Reason Code - Non Return (Sale)
21 Saleable - Customer Ordering Error or Customer Overstock
22 Unsaleable - Recall by Manufacturer
23 Unsaleable - Received by Customer in Unsaleable State
24 Unsaleable - Outdated or Short-dated from Customer Stock
26 Allowance - Shortage/Not Received or Less Than Ordered
27 Allowance - Miscellaneous Credits for Non-Contract Price Error
28 Overage - Kept Item Not Ordered or Received More Then Ordered
29 Allowance - Credit Rebill for Contract Price Error

 

If you have any additional questions on this process, please send an email to our Support Team to support@frontend-insights.com. 

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