THIRD-PARTY SYSTEM INTEGRATION DOCUMENT … · i . THIRD-PARTY SYSTEM INTEGRATION DOCUMENT . Technical Specifications and Requirements. February 2017

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THIRD-PARTY SYSTEM INTEGRATION DOCUMENT Technical Specifications and Requirements February 2017

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TABLE OF CONTENTS

1. WHAT IS PHARMACLIK? .................................................................................................... 1

1.1 Integration Points between PharmaClik and a Third-Party System ............................... 1 1.2 PharmaClik’s Technical Requirements .......................................................................... 2

1.2.1 Workstations ................................................................................................... 2 1.2.2 Terminals ........................................................ Error! Bookmark not defined.

1.3 Additional Recommendations ........................................................................................ 2 1.3.1 Internet Firewall Packages .............................................................................. 2 1.3.2 Anti-Virus Packages ........................................................................................ 2 1.3.3 Service Packs ................................................................................................. 2

1.4 Connectivity .................................................................................................................... 2

2. PHARMACLIK FUNCTIONS AND THE SYSTEM ................................................................ 3

2.1 Access to PharmaClik .................................................................................................... 3 2.2 Order Upload .................................................................................................................. 4

2.2.1 Upload with Applet .......................................... Error! Bookmark not defined. 2.2.2 Upload without Applet ..................................................................................... 4 2.2.3 Electronic Ordering Format ............................................................................. 5 2.2.4 Order Format Rules ........................................................................................ 6 2.2.5 Sample order to McKesson Canada (without identifying the distributor) ........ 7 2.2.6 Sample order to McKesson Canada and McKesson Distribution Partners .... 7

2.3 Invoice Download ........................................................................................................... 8 2.3.1 Download Process .......................................................................................... 8 2.3.2 Electronic Invoice Format ............................................................................... 9 2.3.3 Electronic Invoice Recording Details ............................................................ 10

2.4 Export Catalog .............................................................................................................. 11 2.4.1 Print Catalogue Process ............................................................................... 11 2.4.2 Electronic Product File Formats .................................................................... 12 2.4.3 Example #1 ................................................................................................... 14 2.4.4 Example #2 ................................................................................................... 14 2.4.5 Electronic Product File Recording Details .................................................... 15 2.4.6 Electronic Promotions File Formats .............................................................. 17 2.4.7 Electronic Promotions File Recording Details ............................................... 18

3. WEBSERVICES .................................................................................................................. 19

3.1 Upload with Web services ............................................................................................ 19 3.1.1 URL ............................................................................................................... 19 3.1.2 Field descriptions .......................................................................................... 19 3.1.3 Reply Message ............................................................................................. 20

4. STEPS TO COMPLETE SUCCESSFUL INTEGRATION ................................................... 21

5. CONTACT INFORMATION ................................................................................................. 21

Third-Party Application Integration with PharmaClik 1

1. What Is PharmaClik? PharmaClik is the order management website used by pharmacies to manage their daily operations with two distributors: McKesson Canada and McKesson Distribution Partners through its website powered by PharmaClik. It offers functions such as instant order validation and confirmation, inventory check, purchasing and invoice histories, reports, as well as integration with third-party systems. PharmaClik can integrate with most third-party systems including: point-of-sale (POS) systems, pharmacy processing systems (PPS), hospital systems or enterprise resource planning (ERP) systems. Integrating the system with PharmaClik and/or the McKesson Distribution Partners and/or McKesson APS will add value to the system’s service offering by allowing users to streamline their daily operations. The third-party system acts as the central data repository and facilitates accounting and inventory management for customers. The integration with PharmaClik offers many advantages:

• Users can export an order generated from the system to PharmaClik for instant order validation, inventory check and product information. By doing so, users: Avoid entering data manually. Reduce potential transcription errors. Facilitate accounting and inventory management.

• Users can export electronic invoices and product information files from PharmaClik and

import them into the system. By doing so, users: Keep all the information in one place. Use the third-party system as a central data repository.

1.1 Integration Points between PharmaClik and a Third-Party System You will find in this document detailed information describing PharmaClik’s features and technical specifications to which the system output and input processes must comply to ensure a seamless integration. Finally, an integration action plan and key contact information are included at the end of this document in order to assist you in integrating the system with PharmaClik.


1.2 PharmaClik’s Technical Requirements The customers’ system must meet the following requirements for PharmaClik to run effectively:

Operating System (OS) • Microsoft: supported OS only • Linux: Latest vendor supported versions

Internet Browser

• Vendor (Microsoft, Google, Mozilla) supported internet browser only

• The browser must accept file download and upload if client uses this feature

• The following URL must be included as an authorized site for systems that are equipped with Internet site access control packages: https://clients.mckesson.ca https://webservices.mckesson.ca

* These applications are available free of charge on the internet.

1.2.1 Workstations If the workstations are networked and/or subject to complex configuration/installation, it is a good practice to assess the impact of installing PharmaClik and to develop a deployment methodology that will lower the risks of disturbing the environment efficiency. The PharmaClik support contact can assist you in achieving the best strategy for customers.

1.3 Additional Recommendations

1.3.1 Internet Firewall Packages We suggest the customer install an Internet firewall on the systems that will access the Internet. However, some customers may choose to rely on third-party system providers to implement a secure solution for their Internet access.

1.3.2 Anti-Virus Packages We recommend that customers install an anti-virus application on the systems that will access the Internet. However, some customers may choose to rely on third-party system providers to implement a secure solution to protect themselves against electronic viruses, hoaxes, Trojans and worms.

1.3.3 Service Packs It is recommended to apply the latest service packs (SP) on Microsoft products, especially security fixes and critical updates to ensure optimal security.

1.4 Connectivity To access PharmaClik, the customer must have access to a workstation where Internet access is available.

https://webservices.mckesson.ca/


2. PharmaClik Functions and the System The order upload, invoice and catalogue download offer great advantages to users. When using them through a seamless integration, users can avoid entering data manually, which reduces potential transcription errors. Also, keeping all the invoice and product information in the same place, ensures that all the data is up to date and therefore increases productivity.

2.1 Access to PharmaClik In order to use any of PharmaClik’s functions, the user must log in by entering a username and password on the login page https://clients.mckesson.ca.

Once the user is authenticated, the Welcome Page will be displayed:


From this page, the user can access all of PharmaClik’s main sections and functions. Users with access to both McKesson Canada and McKesson Distribution Partners and McKesson APS environments can change their order management environment by selecting an account in the drop down box on the top right corner. Then, they select the distributor and the account that they wish to access.

2.2 Order Upload Once an order is generated from the system and saved on the hard disk, the user can send it through PharmaClik within a few clicks, saving time and reducing the risk of transcription errors.

2.2.1 Upload The user selects Upload Orders (Broswer) from the Orders Menu

1. Click Browse to locate the file on your PC. 2. Select Upload only or Upload and send as preferred. 3. If you have selected Upload only, you need to click Upload Orders to

complete the transaction.

Notes: Upload only: will upload your order and you will be provided with the option to process your order through the checkout process for verification before sending it to McKesson Canada. Upload and send: is the equivalent of the Quick upload. You will not be required to complete the whole checkout process. You will be provided with the opportunity to verify warnings before sending the order to Mckesson Canada


2.2.2 Electronic Ordering Format The following file format is supported by PharmaClik and may differ from the EOE order file format. This format is used for both order files exported from POS/PSS systems and Telxon PTC-610 specially configured for the McKesson Canada and/or McKesson Distribution Partners distributors. Please note that the vendor product number cannot be used as the unique item identifier. The only valid item identifier is the distributor item #, UPC or GTIN.

Element Format indentation = hierarchical levels

Req./Opt.

Length, type and permitted values

Transmission Starting Characters1 ACE R

Unit Device Number 9999999+ O Used by Telxon only

Customer Number2 CU999999+ R 6 numeric characters mandatory (e.g. 000123, not 123)

Distributor Identifier SYSXXX+ O

McKesson Canada: MBA or blank McKesson Distribution Partners: DIS McKesson APS Partner: APS

Narcotic Secret Code3 NC99999+ O Not used in PharmaClik

Order Number POXXXXXXXXXXXX+ O Up to 12 characters, truncated otherwise

Code for Extended Term4 or Cash discount on invoice CCC+ O

Changes default Rx Term of Account to alternate: (e.g. If default is A, order is B If default is B, order is A)

Promotion Number5 CD99999+ O 5 numeric mandatory (e.g. 00120, not 120)

Delivery Date5 DTDDMMYY+ O 6 numeric mandatory (e.g. 011204 (Dec. 1st 2004)

Delivery Code5 RSXXXXXX+ O Up to 6 characters, must match distributor’s code

Item Number

Distributor 999999

R

6 numeric mandatory GTIN G99999999999999 14 numeric mandatory UPC U999999999999 11 numeric mandatory Custom BPR9999999999999999999999999 25 numeric mandatory

Item Quantity Unit 9999+ 1 to 4 numeric

(e.g. 0001 or 1)

Case 9999C+ 1 to 4 numeric (e.g. 0001C or 1C)

Transmission Ending Character AAAAAAAAAA+ R 10 A’s

1 One and only one transmission may be present in a single file. To create multiple orders, use multiple CU or PO 2 Currently supported distributors are McKesson Canada (MBA), McKesson Distribution Partners (MDP) and McKesson APS. If no identifier is specified, the order will be sent to McKesson Canada by default. *If identifier is specified, must come after the Customer Number element 3 The Narcotic Secret Code is NO LONGER required for Narcotic and Controlled Substance ordering on PharmaClik. It has been replaced with digital signatures. 4 Those selected elements may only be referenced ONCE in a PO block.


2.2.3 Order Format Rules Each transmission within an order must be continuous (on a single line) and

include the end character “+” (as indicated in the Electronic Format Table). The item number must be followed by the quantity. The item number must

not include an end character “+”. Many orders can be transmitted at once, and to multiple distributors, by using

the appropriate delimiters. The following fields are required to transmit an order successfully:

o Transmission Starting Character (ACE) o Distributor Identifier (SYS) o Customer Account Number (CU) o Item Number o Item Quantity o Transmission Ending Characters (AAAAAAAAAA+)

Multiple orders will be created when these fields are present in the order file multiple times:

o Distributor Identifier (SYS) o Customer Account Number (CU) o Purchase Order Number (PO) o Narcotic Secret Code (NC)

Use the Case Item Quantity (“C”) only when purchasing item with a Case modality. For Unit or Pack modality, use the Unit Item Quantity.


2.2.4 Sample order to McKesson Canada (without identifying the distributor)

=== Start of file ===

ACE0000000+CU123455+POTEST+07712312+G0006454130250412+3323466C+87469396+BPR00001234560000000002222220001+AAAAAAAAAA+

=== End of File ===

This order was submitted for:

• McKesson Canada Account# 123455 • PO# TEST • Five (5) products were ordered:

o Item# 077123, 12 units o GTIN# 64541302504, 12 units o Item# 332346, 6 cases o Item# 874693, 96 units o Custom Item# 123456 (customer vendor code) 222222 (customer

product number), 1 unit

2.2.5 Sample order to McKesson Canada and McKesson Distribution Partners

=== Start of file ===

ACE0000000+CU123455+SYSMBA+07712312+1164915C+CU222224+POLAB024+1302295+U068400018772+CU333336+SYSDIS+1168146+AAAAAAAAAA+ === End of File ===

This order was submitted for two distributors:

• McKesson Canada o Account# 123455, no PO

Item# 077123, 12 units and Item# 116491, 5 cases o Account# 222224, PO# LAB024

Item# 130229, 5 units and UPC# 06840001877, 2 units • McKesson Distribution Partners

o Account# 333336 o Item# 116814, 6 units

Account# Item#+Qty GTIN#+Qty Case Qty

Custom Item#

Distributor

Distributor


2.3 Invoice Download PharmaClik allows users to download invoices to a POS/PPS system, which acts as a repository system and therefore eases management and accounting operations.

2.3.1 Download Process The user selects Invoices Download from the Finance menu.

When invoices are available for download, the user simply has to click the Download button that appears on the invoice line.

The user saves the invoice on his hard drive and the file is ready to import it in the POS or PPS system.


2.3.2 Electronic Invoice Format This format is used for invoice data imported into POS/PSS systems. The GTIN invoice format is now available. The UPC field should not be used since the GTIN field has replaced the UPC. GTIN Format

Position Length Type Description 1-1 1 A RECORD TYPE (I = Invoice) 2-7 6 A CUSTOMER NUMBER (Ship-to) 8-17 10 A INVOICE NUMBER (999-999999)

18-25 8 A INVOICE DATE (YYYYMMDD) 26-37 12 A PURCHASE ORDER (P.O.) 38-43 6 A ITEM NUMBER 44-74 31 A ITEM DESCRIPTION 75-80 6 A QUANTITY SHIPPED 81-86 6 A QUANTITY NOT SHIPPED 87-87 1 A CODE FOR QTY NOT SHIPPED

1 = Distributor Short, Reorder 2 = Vendor Short, Reorder 3 = Distributor Short, B/O To Follow 4 = Vendor Short, B/O To Follow 5 = Item Discontinued by Manufacturer. 6 = Item No Longer Stocked by the Distributor 7 = Item does not exist in the distributor product files 8 = New product 9 = Seasonal product

88-88 1 A GST INDICATOR (Y = Yes, N = No) 89-89 1 A PST INDICATOR (Y = Yes, N = No, F = Forced, Blank) 90-90 1 A TYPE OF INVOICE (“ “ = Debit, “ – “ = Credit) 91-99 9 A SELLING UNIT PRICE (99999.999)

100-110 11 A EXTENDED SELLING PRICE (99999999.99) 111-121 11 A GST / HST AMOUNT (99999999.99) 122-132 11 A PST AMOUNT (99999999.99) 133-140 8 A EFFECTIVE DATE (YYYYMMDD) 141-148 8 A RETAIL PRICE (99999.99) 149-152 4 A PRODUCT FAMILY GROUP 153-158 6 A DRUG CAUTION CODE 159-172 14 A UNIT GTIN 173-186 14 A CASE GTIN 187-200 14 A PACK GTIN 201-206 6 A BANNER/HOSPITAL VENDOR NO. 207-214 8 A DIN 215-223 9 A ITEM FORMAT 224-228 5 A QUANTITY PER CASE 229-239 11 A DISCOUNT AMOUNT ON INVOICE (99999999.99) 240-246 7 A BANNER/HOSPITAL ITEM NUMBER 247-252 6 A CUSTOMER NUMBER (Bill to) 253-258 6 A ORIGINAL ITEM (if item was substituted)


2.3.3 Electronic Invoice Recording Details GTIN format

Record Type Indicates the record format. A file can contain more than one format.

Customer Number (ship to) Assigned by the distributor to identify a particular customer account (back-office) where the order will be shipped.

Invoice Number Invoice number produced by the distributor grouping invoiced items. Invoice Date The date of the invoice creation using the format “YYYYMMDD”.

Purchase Order Customer purchase order number taken from the order header (PO field). If no purchase order has been entered at the time of the order, this field is left blank.

Item Number The item number is the one assigned by the distributor to identify a specific item. Item Description The item description is the one assigned by the distributor to describe an item. Quantity shipped Indicates the quantity of units invoiced according to the distributor sale format.

Quantity not shipped The quantity of units not shipped represents the difference between the ordered quantity and the invoiced quantity.

Code for Quantity not shipped The code for quantity not shipped gives the reason why the total ordered quantity was not invoiced by the distributor. If the invoiced quantity is equal to the ordered quantity, this field will be « blank ».

GST/HST Indicator Goods and Services Tax indicator and Harmonized Sales Tax indicator (Y = Yes, the GST/HST has been collected by the distributor and N = No, the GST/HST has not been collected by the distributor).

Provincial Tax Code

Provincial sales tax code (Y = Yes, the product is subject to Provincial tax and the distributor has not collected the tax; N = No, the product is not subject to Provincial tax and the distributor has not collected the tax; F = Forced, the product is subject to Provincial tax and the distributor has collected the tax; Blank, the product is subject to Provincial tax and the customer has an exemption number).

Type of Invoice Indicates the type of transaction of invoice (« blank » = Debit and « - » = Credit).

Selling Unit Price The unit price invoiced by the distributor without the various taxes and without the cash discount on fast payment

Extended Selling Price The extended price represents the invoiced quantity multiplied by the unit price (rounded up to the cent).

GST/HST Amount The total amount of goods and services tax or harmonized sales tax collected by the distributor for this product.

PST Amount The total amount of provincial sale tax collected by the distributor for this product.

Effective Date The effective date of invoice under the format YYYYMMDD (date when the invoice will appear on the distributor account statement).

Retail Price Retail price from the merchant to the consumer.

Product Family Group A numeric classification that groups products together based on their main function.

First three positions: Product Family Group code Fourth position: Sub-Group

Drug Caution Code Drug Caution Code for the item (applies to Quebec only). Unit GTIN Global Trade Item Number for Unit. Case GTIN Global Trade Item Number for Case. Pack GTIN Global Trade Item Number for Pack. Banner/Hospital Vendor Number Banner/Hospital vendor number for the item. DIN Drug Identification Number. Item Format Distributor’s item sale format. Quantity per case Quantity of items contained in a case. Discount Amount on Invoice Amount of cash discount on invoice.

Banner/Hospital Item Number Banner/Hospital item number used by purchasing. This information is available when ordering from McKesson Canada only

Customer Number (bill to) Assigned by the distributor to identify a particular customer account (back-office) the order will be billed to.

Original Item (if item was substituted)

Item number assigned to the original item number that has been replaced by an equivalent item. If the original item was not replaced, the value of this field is zero.

Please note that the bill to / ship to feature (customer number fields) is included in this format only and that it is included for future use


2.4 Export Catalog PharmaClik allows users to generate a file containing product catalogue updates which can be imported into a third-party system in order to maintain accurate, up-to-date product information.

2.4.1 Print Catalogue Process To generate the electronic catalogue, the user selects the Export Catalog function from the Catalogue menu:

Then, the user selects the file format in the dropdown menu and click on Generate to download the catalog. The generated file information will appear in a table in the lower half of the screen:

At this point, the user simply has to click the Download button to save the search result file on his local drive. The file can then be imported into the third-party system.


2.4.2 Electronic Product File Formats PharmaClik introduces a new product file layout that is very extensive. The table below details and explains the product file layout. The GTIN format for the product file download on PharmaClik has been defined and is now available. The UPC field should not be used since the GTIN field has replaced the UPC.

Position Length Type Value Description

1 – 1 1 N P Record ID (P=Product record) 2 – 7 6 N Item Number 8 – 57 50 A Item Description (French or English)

58 – 65 8 N Last Update – Format: YYYYMMDD (eg.: 20011231)

66 – 75 10 N Customer supplier product number (banner/hospitals) McKesson Distribution Partners Zeros

76 – 90 15 N Customer product number (banner/hospitals) McKesson Distribution Partners Zeros

91 – 94 4 N Product Family Group McKesson Distribution Partners Zeros

95 – 102 8 A Drug code (eg.: ABE) McKesson Distribution Partners Blank

103 – 103 1 A C, N Narcotic indicator (C=controlled, N=uncontrolled) 104 – 104 1 N UPC package code 105 – 111 7 N UPC vendor code 112 – 116 5 N UPC product code (unit)

117 – 121 5 N UPC product code (case) McKesson Distribution Partners Zeros

122 – 126 5 N UPC product code (pack) McKesson Distribution Partners Zeros

127 – 134 8 A Drug identification number (DIN) 135 – 143 9 A Product Format (eg.: 100ML)

144 – 149 6 N Supplier Product Format (eg.:100000) McKesson Distribution Partners Zeros

150 – 152 3 A Province Tobacco code McKesson Distribution Partners Blank

153 – 162 10 A Product Strength (eg.: 6MG) McKesson Distribution Partners Blank

163 – 177 15 A Product Form (eg.: LOTION)

178-183 6 N Generic product number McKesson Distribution Partners Zeros

184-213 30 A Generic product description (French or English) 214-219 6 N Product Therapeutic Class 220-229 10 A Supplier Product number 230-230 1 A Y, N GST/HST Indicator (Y = Yes, N = No) 231-231 1 A Y, N, F, _ PST Indicator (Y = Yes, N = No, F = Forced, Blank) 232-234 3 A Distribution Center 235-238 4 A Supplier Code 239-245 7,2 N Regular Unit Price (99999.99)

246-246 1 A Y, N Discount indicator for Regular Unit Price (Y=Price is calculated with the discount applied)

247-253 7,2 N Regular Case Price (99999.99) McKesson Distribution Partners Zeros

254-254 1 A Y, N Discount indicator for Regular Case Price

(Y=Price is calculated with the discount applied) McKesson Distribution Partners Always N



255-259 5 N Minimal Sales Quantity (MSQ) Regular Price McKesson Distribution Partners

260-264 5 N Unit Quantity / Case McKesson Distribution Partners “1”

265-271 7,2 N Regular Unit Price of the Minimum Unit Quantity 272-278 7,2 N Regular Case Price of the Minimum Unit Quantity 279-285 7,4 N Discount Rate (e.g.: Rate of 0505000 = 50.5%)

286-292 7,2 N Special Unit Price McKesson Distribution Partners Zeros

293-293 1 A Y, N Discount indicator for Special Unit Price (Y=Price is calculated with the discount applied)

294-296 3 N Minimum Quantity for Special Price

297-303 7,2 N Special Case Price McKesson Distribution Partners Zeros

304-304 1 A Y, N Discount indicator for Special Case Price (Y=Price is calculated with the discount applied)

305-312 8 N Special Start Date – Format: YYYYMMDD

(e.g.: 20011231) McKesson Distribution Partners Contract start date

313-320 8 N Special End Date – Format: YYYYMMDD

(e.g.: 20011231) McKesson Distribution Partners Contract end date

321-328 8 N Special Dating – Format: YYYYMMDD (e.g.: 20011231)

329-331 3 N Special Dating Days 332-338 7,2 N Suggested Retail Price 339-345 7,2 N Base price for Suggested Retail Price 346-351 6 N Client number of the Requester

352-352 1 A

A, T, D Product status associated with the customer’s distribution center: A = Stock available at the distribution center (even if the product

is discontinued by the manufacturer) D = Discontinued by manufacturer T = Discontinued by the distributor and all stock has been sold.

353-353 1 A U, P, C, D Unit modality (U = Unit, P = Pack, C = Case, D = Deal)

354-354 1 A C, D, blank

Case modality (C = Case, D = Deal or field is left with no value if no CASE modality exists) McKesson Distribution Partners Blank

355-368 14 N U GTIN Product Code (unit) 369-382 14 N P GTIN Product Code (pack) 383-396 14 N C GTIN Product Code (case)

Legend A = Alphanumeric characters only; N = Numeric characters only; l,d = Total number length, decimals. E.g.: Regular Unit price of 001250 = 12,50$

NOTES

UPC If an item has three distinct UPC code for unit, pack and case, but the item is sold only in PACK or CASE, using the UPC-Unit will be converted to UPC-Pack (which is the lowest modality) and will not generate an error on the site.


2.4.3 Example #1 McKesson Canada sells ABC VIALS 500MG 10X25ML Regular Unit Price = Price of a pack of ABC VIALS (10.00$) MSQ for Regular Unit Price = Minimum quantity to order (1) Regular Unit Price of the Minimum Unit Quantity = Price of one ABC VIAL (1.00$) Product Format = 10X25 Supplier Product Format = 250 Product Strength = 500MG Product Form = VIAL * This product only sells in PACK and there is no Case Price (a case is a pack). * The Regular Unit Price of the minimum unit quantity will only show for specially coded products and banners.

2.4.4 Example #2 McKesson Canada sells ABC BLKCURRANT 20 Regular Unit = Price of a pack of ABC (2.31$) MSQ for Regular Unit Price = Minimum quantity to order (12) Regular Case Price = Price of a pack of ABC (2.25$) Quantity per Case = nb. of packs per Case (288) Special Unit Price = Price of a pack of ABC (2.25$) MSQ for Special Price = Minimum quantity to order (12) Regular Unit Price of the Minimum Unit Quantity = Price of one ABC (0.11$) Regular Case Price of the Minimum Unit Quantity = Price of one ABC (0.11$) Product Format = 20 Supplier Product Format = 20 Product Form = LOZENGE * The Special price is always applied, since MSQ special price = MSQ regular price * Caution: Minimum Unit quantity is based on Regular price … which is not applied here! IF customer orders […+1234560001] 1 unit of this product, the site will generate an error IF customer orders […+1234560012] 12 units of this product, he will receive 12 packs (27$) IF customer orders […+1234560001C] 1 case of this product, he will receive 288 packs (648$)


2.4.5 Electronic Product File Recording Details

Record ID Indicates the record format. A file can contain more than one format. (P = products)

Item Number Unique number attributed to a product by the distributor.

Item Description The name given to the product by the distributor, respecting certain guidelines determined by the vendor. Usually includes the name, strength, format, and size of the product.

Last Update Indicates the date of the last update of the item in the database

Customer supplier product number (banner/hospitals)

Distributor’s maintained unique supplier number assigned to hospital group, banner or chain. Currently offered by McKesson Canada only.

Customer product number Distributor’s maintained product number assigned by a hospital group, banner or chain. Currently offered by McKesson Canada only.

Product Family Group A numeric classification that groups products together based on their main function.

First three positions: Product Family Group code Fourth position: Sub-Group

Drug Caution Code

A letter code, printed on the price label, which is designed to inform consumers of certain precautions regarding over-the-counter medications: A = May cause drowsiness. B = May be hazardous for persons with hypertension, prostate

trouble, hyperthyroidism, or taking antidepressant drugs. D = Contains aspirin. Must be avoided by persons with gout,

stomach ulcer, asthma, or taking an anticoagulant. E = Not recommended for diabetics H = May cause a drug habit X = Consult your pharmacist before using this product

Currently offered by McKesson Canada only.

Narcotic indicator

Identifies a medication (Rx and OTC) as either narcotic, controlled, or neither. Three possibilities exist: N = The product is a narcotic non-controlled drug C = The product is a controlled drug (includes narcotic-

controlled drugs) Blank = The product is neither a narcotic nor a controlled drug.

UPC package code The Universal Product Code – package size

UPC vendor code The Universal Product Code – unique vendor (manufacturer) identifier

UPC product code (unit) The Universal Product Code – unitary UPC product code (case) The Universal Product Code – case UPC product code (pack) The Universal Product Code – pack

DIN Drug Identification Number. This is a unique drug identification number given by Health Canada. It identifies the drug and its strength, regardless of the size or format.

Product Format A number that represents the product format.

Supplier Product Format A number that represents the format of a product as given by the manufacturer.

Province Tobacco code Indicates the three (3) letters code representing the province of origin.

Product Strength A description of the product strength (unit and unit of measure). Product Form A description of the product visual composition.

Generic product number Distributor’s maintained unique generic product number that related to a generic product.

Generic product description Identifies the main ingredient of the product.


Product Therapeutic Class A numeric classification by The American Society of Health-System Pharmacists (ASHP) that groups products together based on their main function.

Supplier Product number A number attributed to the product by its vendor (supplier, manufacturer).

GST/HST Indicator A letter indicating whether the federal tax applies or not to this product (Y = Yes, N = No, F = Forced)

PST Indicator A letter indicating whether the provincial tax applies or not to this product (Y = Yes, N = No, F = Forced, Blank)

Distribution Center A uniquely identified distributor’s Distribution Center (usually three (3) digits)

Supplier Code A three-letter code that identifies the vendor (supplier, manufacturer)

Regular Unit Price Indicates the regular unit cost price for this customer. Discount indicator for Regular Unit Price

A letter indicating whether a discount is included within the regular unit price (Y = Yes, N = No)

Regular Case Price Indicates the regular case cost price for this customer. Discount indicator for Regular Case Price

A letter indicating whether a discount is included within the regular case price (Y = Yes, N = No)

Minimal Sales Quantity (MSQ) Regular Price

The minimum of products to order to obtain the regular unit cost price.

Unit Quantity / Case The number of units within a case.

Regular Unit Price of the Minimum Unit Quantity

Indicates the regular unitary cost price for this customer. This field is populated when the hospital, banner or chain expressively request this feature. Not available for all products.

Regular Case Price of the Minimum Unit Quantity

Indicates the regular unitary cost price for this customer. This field is populated when the hospital, banner or chain expressively request this feature. Not available for all products.

Discount Rate A number indicating the discount rate applied to this product. Special Unit Price Indicates the special unit cost price for this customer. Discount indicator for Special Unit Price

A letter indicating whether a discount is included within the special unit price (Y = Yes, N = No)

Minimum Quantity for Special Price

The minimum of products to order to obtain the special unit cost price.

Special Case Price Indicates the special case cost price for this customer. Discount indicator for Special Case Price

A letter indicating whether a discount is included within the special cost price (Y = Yes, N = No)

Special Start Date Date special begins or beginning of contract with the distributor. Special End Date Date special ends or ending of contract with the distributor. Special Dating Payment terms applicable to the purchase Special Dating Days Indicate the number of days applicable to the payment terms. Suggested Retail Price Identifies the product's suggested retail price. Base price for Suggested Retail Price

Identifies the product's regular cost price.

Client number of the Requester

The client number is the number assigned by the distributor to identify a particular account. This field will contain the number of the customer who requested the catalogue.

Status Code

Product status associated with the customer’s distribution center: A = Stock available at the distribution center (even if the

product is discontinued by the manufacturer) D = Discontinued by manufacturer T = Discontinued by the distributor and all stock has been sold.

Unit Modality Indicates the smallest modality to order the product (related to the MSQ)

Case Modality Indicates if the product has a Case modality in addition to the Unit modality.

GTIN Product Code (unit) The Global Trade Item Number– unitary GTIN Product Code (pack) The Global Trade Item Number– pack GTIN Product Code (case) The Global Trade Item Number– case


2.4.6 Electronic Promotions File Formats (part of Electronic Product File Formats)


1 – 1 1 N S Record ID (S = Specials record) 2 – 7 6 N Item Number

8 – 10 3 A Special Code 11 – 15 5 N Promotion Code 16 – 23 8 N Customer Start Date - Format: YYYYMMDD (e.g.: 20011231) 24 – 31 8 N Customer End Date - Format: YYYYMMDD (e.g.: 20011231) 32 – 39 8 N Store Start Date - Format: YYYYMMDD (e.g.: 20011231) 40 – 47 8 N Store End Date - Format: YYYYMMDD (e.g.: 20011231) 48 – 48 1 A Publicity Impact Code 49 – 60 12 A Comments 61 – 64 4 N Pre-Book Promotion Code 65 – 72 8 N Dating - Format: YYYYMMDD (e.g.: 20011231) 73 – 75 3 N Dating Days 76 – 82 7,2 N Unit Price 83 – 83 1 N Y, N Discount indicator for Unit Price

(Y = Price is calculated with the discount applied) 84 – 90 7,2 N Case Price 91 – 91 1 N Y, N Discount indicator for Case Price

(Y = Price is calculated with the discount applied) 92 – 94 3 N Minimum Quantity to obtain Special Price 95 – 95 1 A Y, N Pre-Book Indicator

96 – 102 7,2 N Suggested Retail Price 103 – 344 <filled with blanks> 345 – 345 1 N 0 End of record placeholder

Legend A = Alphanumeric characters only; N = Numeric characters only; l,d = Total number length, decimals. E.g.: Unit price of 001250 = 12,50$


2.4.7 Electronic Promotions File Recording Details

Record ID Indicates the record format. A file can contain more than one format. (S = specials) Distributor product number Unique number attributed to a product by the distributor.

Special code

Type of special or promotion. Three letters corresponding to a specific banner and identifying a promotion for its members:

REG = Regular price GRO = Vendor-driven promotion SPB = Pre-Booking promotion

Promotion code Special or promotion number. This 5 digit code identifies the type of special or promotion Customer Start Date Date special begins or beginning of contract with the distributor.

Customer End Date Date special ends or ending of contract with the distributor.

Store Start Date Date special begins in store. Usually corresponds to a flyer. Store End Date Date special ends in store. Usually corresponds to a flyer

Publicity Impact code

Flyer impact code. A = Item appears on front page of flyer B = Item appears on inside pages of flyer C = Item appears on back page of flyer

Comments Comments the banner might have on the special or promotion. Prebook promotion code A five (5) digits code that is used related product to this special at ordering time.

Dating Payment terms applicable to the purchase Dating Days Indicate the number of days applicable to the payment terms. Unit Price Indicates the regular unit cost price for this customer. Discount indicator for Unit Price A letter indicating whether a discount is included within the regular unit price (Y = Yes, N = No)

Case Price Indicates the regular case cost price for this customer. Discount indicator for Case Price A letter indicating whether a discount is included within the regular case price (Y = Yes, N = No)

Minimal Sales Quantity for Special Price

The minimum of products to order to obtain the special price.

Prebook indicator A letter indicating whether this special is part of a prebook or not (Y = Yes, N = No) Suggested retail price Identifies the product suggested retail price


3. WEBSERVICES To facilitate the integration of third party systems with PharmaClik the following SOAP web service is available. Notes:

- Don’t save the login credentials, your system should prompt the user for his credentials at every request.

- You should provide the user with error messages for an unsuccessful attempt (see Reply messages section).

- This service doesn’t prevent duplicate requests. As an example for the upload web service, the same identical order could be resubmitted.

3.1 Upload with Web services

3.1.1 URL https://webservices.mckesson.ca/BusinessServices/ORDERS/Service/intfOrders-service.serviceagent?wsdl

3.1.2 Field descriptions Element Description Required Restrictions / Length Order_Information Login User Name to access PharmaClik MAN String / max 12 password Password to access PharmaClik MAN String / max 20 Header AccountNumber Account number MAN Int / max 6 DistributorIdentifier MBA: McKesson Canada

DIS: McKesson Distribution Partner APS: McKesson APS Partner

MAN String / 3

PurchaseOrder Purchase Order OPT String / max 12 Code Changes default code for Extended

Term or Cash discount on Invoice OPT String / 3

MachineNumber Unit Device Number OPT String / max 7 Promotion_Information PromotionNumber Promotion Number OPT Numeric/ max 5 DeliveryDate Delivery date for the prebook OPT Date DeliveryCode Special Delivery Code

Must match distributor code OPT String / max 6

Item_Information LineNumber Line Number identification OPT Int / max 3 ItemID Item identification

MAN

String /max 25 Type D – 6 Type G – 14 Type U – 11 Type C – 25

ItemIDtype Item number format D: for McKesson Canada item number G: for GTIN U: for UPC C: Custom

MAN

String / 1

Quantity Ordered quantity MAN Int / max 4 Modality Modality for the item ordered OPT String / 1

https://webservices.mckesson.ca/BusinessServices/ORDERS/Service/intfOrders-service.serviceagent?wsdl


Element Description Required Restrictions / Length If no value Unit is assumed U = Unit P = Pack C = Case D = Deal

3.1.3 Reply Message

• Example successful response

<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"> <SOAP-ENV:Body> <ns0:OrderInformationResponse xmlns:ns0="Mckesson/specification/schema/xsd/OrderInformation"> <ns0:ConfirmationNumber>ORDERUPLOAD_5b156959-37d6-4908-b7f7-9f377d2e45dc</ns0:ConfirmationNumber> </ns0:OrderInformationResponse> </SOAP-ENV:Body> </SOAP-ENV:Envelope>

Note: The Confirmation number is not an order id but a service request reference

• Fault Messages Fault Code Fault Message Fault General exception. Message might vary depending on the

exception. InvalidLoginPassword Invalid Login/Password UserPwdExpired Password expired UserAccountLocked Account Locked UserRoleInvalid Your role does not allow ordering


4. STEPS TO COMPLETE SUCCESSFUL INTEGRATION This section provides you with a list of requirements and a recommended action plan that will ensure a smooth process through the online order management integration. Step 1: Verify System Requirements

Third-party system providers may have system requirements for their customers’ equipment. These requirements must meet or exceed those listed in section 1.1, 1.2. for your customers to be able to access PharmaClik.

Step 2: Develop a Test File for Order Upload and Prepare your System to Receive Information from PharmaClik

In order to achieve a seamless integration, the system input and output processes must be adapted to meet the requirements detailed in section 2. These requirements apply to:

• Order output generated by the system that is stored on the hard drive and ready to use in PharmaClik

o It has to meet the requirements listed in section 2.2.2 – Electronic Ordering Format.

o Please note that the vendor product number cannot be used as the unique item identifier. The only valid item identifier is the distributor item # or GTIN.

• The system’s product and invoice information import process

o It has to be compatible with the product and invoice output sent by McKesson Canada or McKesson Distribution Partners as described in 2.3.2 and 2.4.2 – Electronic Ordering Format.

o Please note that the vendor product number cannot be used as the unique item identifier. The only valid item identifier is the distributor item # or GTIN.

Step 3: Test the Integration Once you have developed a test file for ordering and the system is ready to receive invoices and product information, contact IT Service Desk at McKesson Canada to test the integration with the system for one or both distributors (McKesson Canada and McKesson Distribution Partners).

5. CONTACT INFORMATION Should you have any question regarding the integration procedures and/or require assistance in adapting your system, please contact McKesson Canada Customer Service.

Documents

THIRD-PARTY SYSTEM INTEGRATION DOCUMENT … · i . THIRD-PARTY SYSTEM INTEGRATION DOCUMENT . Technical Specifications and Requirements. February 2017