The source values opportunity export columns company_mgmt_co and company_gpo have been changed to use the value from the FSE Chain Operator Profile instead of the clients value in their Operator Directory. The company_mgmt_co and/or company_gpo columns will only be populated if the Client Operator is properly mapped to a legitimate FSE Chain Operator Profile. If the Client Operator is not properly mapped to an FSE Chain Operator Profile the values company_mgmt_co and company_gpo will export as blank.

The purpose of this change it to normalize the exchange of information between brokers and manufacturers regarding operator affiliations (Contract Management Companies and GPOs).

The Opportunity Import process will now handle values in the company_mgmt_co and company_gpo columns differently. If the value in the column can be matched to value to an FSE Chain Operator Profile record it is okay, if not it is an exception and that record will be skipped.

If the importing company does not have an affiliation for the matched FSE Chain Operator Profile only the affiliation reference is ignored the rest of the record is processed as if it were blank. If the importing company does have an an affiliation for the matched FSE Chain Operator Profile a corresponding affiliate/affiliation relationship is established in the importing company's database as it did before this change.

The net effect of this change will be a reduced number of exceptions relating to the company_mgmt_co and company_gpo values produced during the Opportunity Import process. It will also allow the import processor to distinguish between mis-spellings of legitiate affiliate names Primeir vs. Premier and references to affiliates that are legitimate but just not of interest to the Manufacturer - i.e. Great Lakes Co-Op.

Clients Operator Directory

Properly linked to FSE Profile Database Mgmt Chain Operator Profile

FSE Profile Database Mgmt Chain Operator Profile