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purchasing:ordering_from_one_store_to_another [2021/04/28 09:22] – [Programs] Gary Willetts | purchasing:ordering_from_one_store_to_another [2023/09/30 01:51] (current) – [Entering an internal order] Mark Glover | ||
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There are two ways you can do this: | There are two ways you can do this: | ||
- | * Create [[purchasing: | + | * Create [[purchasing: |
- | * In versions of mSupply | + | * The recommended (since |
+ | Internal orders | ||
+ | </ | ||
+ | [[purchasing: | ||
- In the requesting store: | - In the requesting store: | ||
- Create an Internal Order to the supplying store. | - Create an Internal Order to the supplying store. | ||
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{{ : | {{ : | ||
- | The following window will open, showing you a list of all historic | + | The following window will open, showing you a list of all existing |
{{ : | {{ : | ||
+ | |||
+ | Click on the //Show// drop down list to filter the list by the status of the internal orders: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | After filtering this way, if the list is too long to find a particular internal order 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 supplier name, requisition number, program or comment that contain what you typed will be displayed. | ||
Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. | Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. | ||
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{{ : | {{ : | ||
- | * The //Name// will default to the supplying store for the current store, but any other store in the data file can be selected in the usual way (i.e. enter the first few characters and hit the //Tab// key to find matches). | + | * The //Name// will default to the [[names: |
* The //Order date// defaults to the current date. You can change it. | * The //Order date// defaults to the current date. You can change it. | ||
* Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store' | * Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store' | ||
* If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell. | * If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell. | ||
- | * If adding a single item, the cursor will go into the //User requested quantity// cell for that item. | + | * If adding a single item, the cursor will go into the //User requested quantity// cell for that item when it has been added. When you click on the **New line** button, this window opens:{{ : |
+ | * **Item:** Type the first few characters of the item's name and press the //Tab// key on the keyboard to select the item from a list of items whose name or code begins with what you typed. | ||
+ | * **User requested: | ||
+ | * **Comment: | ||
+ | * Click on the **OK** button to add the line to the requisition, | ||
- | {{ : | ||
<WRAP center round info> | <WRAP center round info> | ||
* For each item, | * For each item, | ||
* mSupply already knows //Our stock on hand// | * mSupply already knows //Our stock on hand// | ||
* mSupply calculates the //Average monthly consumption// | * mSupply calculates the //Average monthly consumption// | ||
- | * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption// | + | * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption// |
* The // | * The // | ||
+ | |||
+ | * If the //Use consumption and stock from customers for internal orders// store preference is turned on (see [[other_stuff: | ||
* The //Max MOS// is critical to this calculation, | * The //Max MOS// is critical to this calculation, | ||
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* **Requisition type:** Select one of the types of order you have defined for this program. Normal orders will follow the quantification rules and be limited in the number of orders per period. Emergency orders will not follow quantification rules and will not be limited in the numbers of orders per period but will typically be limited in the numbers of lines that can be entered on them. | * **Requisition type:** Select one of the types of order you have defined for this program. Normal orders will follow the quantification rules and be limited in the number of orders per period. Emergency orders will not follow quantification rules and will not be limited in the numbers of orders per period but will typically be limited in the numbers of lines that can be entered on them. | ||
* **Supplier: | * **Supplier: | ||
- | * **Period:** The period this requisition is for. Will contain a list of all the periods which are still available for you to enter a requisition for i.e. those for which you have not already entered the maximum number of requisitions. | + | * **Period:** The period this requisition is for. Will contain a list of all the periods which are still available for you to enter a requisition for i.e. those for which you have not already entered the maximum number of requisitions. The //Start date// and //End date// fields show the dates of the start and end of the selected period. |
When you click on the **OK** button on this window, the requisition is created for you. The items defined for the program are automatically added to it and the suggested order quantity is calculated for you following the quantification rules. | When you click on the **OK** button on this window, the requisition is created for you. The items defined for the program are automatically added to it and the suggested order quantity is calculated for you following the quantification rules. | ||
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For the most part, the process is the same as for [[purchasing: | For the most part, the process is the same as for [[purchasing: | ||
- | * In the //Name// field of the purchase order, enter the name of the store which will supply your goods. | + | * In the //Name// field of the purchase order, enter the name of the **store** which will supply your goods. |
<WRAP center round important 90%> | <WRAP center round important 90%> | ||
The names of suppliers which are stores will appear in //RED// in the choice list of suppliers. | The names of suppliers which are stores will appear in //RED// in the choice list of suppliers. | ||
+ | |||
+ | **Note:** From mSupply v7.0 this method of ordering from another store has been removed. Store names have been filtered out of the name selection so it is not possible to send an internal requisition to another store this way. | ||
</ | </ | ||
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Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods: | Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods: | ||
- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
pagestatus.status | pagestatus.status | ||
---- | ---- | ||