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issuing_goods:stock_control_methods [2022/02/08 15:23] – [Viewing existing requisitions] Gary Willetts | issuing_goods:stock_control_methods [2023/05/11 12:01] (current) – [Viewing existing requisitions] Gary Willetts | ||
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===== Defining the list of items to be included in the re-supply ===== | ===== Defining the list of items to be included in the re-supply ===== | ||
- | Both the imprest and stock history methods require a stocktake | + | The lists of items that a customer |
- | + | ||
- | <WRAP 600px info center round> | + | |
- | Master lists and how to create and assign customers to it is covered [[items: | + | |
- | </ | + | |
- | + | ||
- | Lists are defined for each customer in the //Edit Customer// window. Click on //Item lists// in the side bar menu. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | This displays the window in which you create the required lists. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
+ | See the [[items: | ||
===== Viewing existing requisitions ===== | ===== Viewing existing requisitions ===== | ||
- | Choose //Customer > Show requisitions...// | + | Choose //Customer > Show requisitions...// |
{{ : | {{ : | ||
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This window will open, showing you a list of the requisitions already in the system: | This window will open, showing you a list of the requisitions already in the system: | ||
- | {{ : | + | {{ : |
+ | Columns in the table: | ||
* **ID:** Unique identifier of the requisition. | * **ID:** Unique identifier of the requisition. | ||
* **Name:** The name of the customer the requisition has been entered for. | * **Name:** The name of the customer the requisition has been entered for. | ||
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* **Comment: | * **Comment: | ||
- | Use the **Show** drop down list to filter the requisitions by status. | + | Buttons and fields in the window: |
- | + | * **Show** drop down list: Use the **Show** drop down list to filter the requisitions by status. | |
- | After filtering this way, if the list is too long to find a particular requisition you are interested in then you can type something in the **Search** field. If you type anything in the **Search** field, only requisitions with a customer name, requisition number, program or comment that contain what you typed will be displayed. | + | * **Search** field: If the list of requisitions |
+ | * **New XX** buttons: To create a new requisition of a particular type (see below), click on the appropriate {{: | ||
+ | * **Delete** button: To delete a requisition, | ||
+ | * **Finalise** button: This button allows you to finalise multiple requisitions at once. Simply highlight a selection of requisitions in the list and click on the button. Only Confirmed status requisitions will be finalised; requisitions of any other status will be ignored. After finalisation has been carried out you will be told how many were successfully finalised and how many couldn' | ||
To edit a particular requisition, | To edit a particular requisition, | ||
- | |||
- | To create a new requisition of a particular type (see below), click on the appropriate {{: | ||
- | |||
- | To delete a requisition, | ||
===== Stock history method ===== | ===== Stock history method ===== | ||
The theory behind the stock history method (sometimes referred to as the Historical Logistics Method) is based on the assumption that future customer usage will be similar to historic usage. | The theory behind the stock history method (sometimes referred to as the Historical Logistics Method) is based on the assumption that future customer usage will be similar to historic usage. | ||
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- | If stocktakes are not taken at the pre-determined frequency, and particularly if they are missed, the system will fail. It is a fairly rigid system, in that once set, F, G and H must remain constant. It is frequently used for supplying wards in a hospital setting, where operations are generally more controllable. | + | If stocktakes are not taken at the pre-determined frequency, and particularly if they are missed, the system will fail. It is a fairly rigid system, in that once set, F, G and H must remain constant. It is frequently used for supplying wards in a hospital setting, where operations are generally more rigidly controlled. |
/* Section that can be added if we need to talk about the UNFPA 'Last Mile' method: A+B-C=D; Supply = 2*D | /* Section that can be added if we need to talk about the UNFPA 'Last Mile' method: A+B-C=D; Supply = 2*D | ||
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These work in much the same way as [[issuing_goods: | These work in much the same way as [[issuing_goods: | ||
- | * Most importantly, | + | * Most importantly, |
* It doesn' | * It doesn' | ||
* It is possible to generate multiple customer invoices from a single response requisition e.g. if not all of the requested stock is available at the time the requisition is entered, this allows for an initial customer invoice to be sent to partially fulfil the request and another to be sent at a later date when more stock becomes available. | * It is possible to generate multiple customer invoices from a single response requisition e.g. if not all of the requested stock is available at the time the requisition is entered, this allows for an initial customer invoice to be sent to partially fulfil the request and another to be sent at a later date when more stock becomes available. | ||
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- | ==== Entering a requisition ==== | + | ==== Entering a requisition ==== |
To begin the process, choose //Customer > Show requisitions//, | To begin the process, choose //Customer > Show requisitions//, | ||
{{ : | {{ : | ||
- | Either double-click on an existing requisition to edit it, or click the **Add new requisition** button to create a new one. The example below is for a manually entered requisition: | + | Either double-click on an existing requisition to edit it, or click the **New customer |
{{ : | {{ : | ||
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* Enter/ | * Enter/ | ||
- | * If necessary, update the // | + | * If necessary, update the // |
- | * Use either the **New line** button to manually add a single item, or **Add from master list** to add all items from a [[items: | + | * Select a // |
- | To use a [[items: | + | * Use either the **New line** button to manually add a single item, or **Add from master list** to add all items from a [[items: |
+ | |||
+ | <WRAP center round important 60%> | ||
+ | When you click on the **Add from master list** button you will see a list of all the master lists assigned | ||
</ | </ | ||
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Finalised requisitions will no longer appear on reports that show " | Finalised requisitions will no longer appear on reports that show " | ||
+ | ==== Reference documents ==== | ||
+ | The Reference documnents tab on a requisition enables you to save documents and other files relating to the requisition. The tab looks like this: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The table shows you all the files currently uploaded to this requisition. | ||
+ | |||
+ | * **Upload document button:** Click this to upload a document ot the requisition. This will open a window enabling you to search for and select the file on your computer. After you've selected it, click on the **Open** button to upload it. If you upload a file with the same name as one already uploaded, mSupply will upload it as a new version of the already uploaded file. | ||
+ | * **Delete document button:** Select a file in the table by clicking on it and click this button to remove it from the requisition. | ||
+ | * **Download document button:** When you click on this button you are presented with two options: | ||
+ | * **Download: | ||
+ | * **Download and open:** this will download the file to a location you select on your computer and then attempt to open it using the default application on your computer for that file type. If there is no application associated with the file type on your computer then mSupply will tell you that the file could not be opened. | ||
+ | |||
+ | ==== Requisition categories ==== | ||
+ | You can assign requisitions to a category for reporting. To setup the categories that users can select from, choose //Special > Requisition categories// | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This window shows a list of all the requisition categories currently setup. The ones with a tick in the //Is active// column are the ones that can be selected on a requisition. If there is a long list then you can type in the //Type here to search// field to show only categories that contain what you type. | ||
+ | |||
+ | To add a new category, click on the **New** button. This window opens: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Enter a **Description**, | ||
+ | |||
+ | To edit a category, double-click on it in the list and the same window as creating a new one will open but populated with the selected category' | ||
+ | |||
+ | You can quickly set a category as inactive (which means that it will no longer appear in the drop down list for selection on a requisition) by selecting it in the list and clicking on the **Set inactive** button. | ||
==== Requisition status ==== | ==== Requisition status ==== | ||