| Ordering | Direct Vendor Orders

A Mock Order is an order created in 340B Architect for a vendor without electronic data interchange (EDI) setup with Macro Helix for the purpose of decrementing accumulations to help you stay in compliance with the 340B program. When the order is submitted, you will receive an email or fax information you need to have the order processed for delivery. This means Macro Helix does NOT receive information about the order from the direct vendor.

NOTE: If you order an NDC directly from a vendor who is not your default, the item and NDC should be listed in the catalog for that direct vendor, even if the NDC is also listed in the default vendor catalog.

To ensure that your drug accumulations stay current, use one of the following methods to process direct vendor orders. Do NOT use both methods.

Method A: Place a Mock Order in 340B Architect. Then, place the vendor order as you normally would via their website, fax, or phone. Using this method, you can see the order split in order history before placing your vendor order. You will get an email that shows what you ordered with the vendor. This is the Order Submittal email.

Method B: Place the vendor order, then use the 340B Architect Manual Upload function to upload the file.

Method A

Step 1: Use the numbered steps in Placing a Mock Direct Vendor Order to Adjust Accumulations to place the mock order in 340B Architect. This will create an internal invoice for the transaction and adjust your drug accumulations accordingly. 340B Architect does not share an electronic transfer connection with most direct vendors, so you will not be placing the order twice. You place the 'mock' order in 340B Architect only so the system can adjust your drug accumulations according to the items you purchased.

Step 2: Place the same order directly with the vendor via their website or by phone, fax, or email as you normally would.

IMPORTANT: In order to use the Mock Direct Vendor Order option, you must have first completed a ManualUploads-Purchases spreadsheet. This document is usually provided to new customers by their Macro Helix installer during the implementation process. To obtain a copy of this spreadsheet, see Manual Uploads Purchases Spreadsheet Template.

Method B

Step 1: Place the order directly with the vendor via their website or by phone, fax, or email as you normally would.

Step 2: Using the Manual Uploads Purchases Spreadsheet Template, enter the NDCs purchased, date of purchase, number of packages per item, and vendor information. Save the file.

Step 3: Using the 340B Architect Manual Upload function, upload the file. If you have any errors or problems uploading the file, contact Macro Helix Support.

NOTE: Proceed with caution when entering mock orders. Ensure that the data you enter is correct. Once the order is placed, your accumulations will be decremented automatically.