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receiving_goods:show_outstanding_purchase_order_lines [2017/08/23 09:14] – [Finalising purchase orders] Gary Willetts | receiving_goods:show_outstanding_purchase_order_lines [2020/05/19 00:22] (current) – [Why can't we just un-finalise this PO ourselves?] Mark Glover | ||
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- | ===== Managing outstanding purchase order lines (pipeline stock) ===== | + | ====== 7.04. Managing outstanding purchase order lines (pipeline stock) |
Stock that you have ordered and waiting to be delivered is called your pipeline stock. Sometimes it's helpful and important to monitor this stock so mSupply has functions to help you do that. | Stock that you have ordered and waiting to be delivered is called your pipeline stock. Sometimes it's helpful and important to monitor this stock so mSupply has functions to help you do that. | ||
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The //Qty Outstanding// | The //Qty Outstanding// | ||
- | Double clicking on any line will open the Purchase Order containing | + | Double clicking on any line will open the Purchase Order with that line highlighted. |
You can print the list of purchase order lines currently displayed in this window at any time by clicking on the **Print** button - as usual, you will be given the option of printing or exporting to Excel. | You can print the list of purchase order lines currently displayed in this window at any time by clicking on the **Print** button - as usual, you will be given the option of printing or exporting to Excel. | ||
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It is good practice to finalise purchase orders for which you have received everything because it also removes the purchase order from the list you can create a goods received note from (see [[receiving_goods: | It is good practice to finalise purchase orders for which you have received everything because it also removes the purchase order from the list you can create a goods received note from (see [[receiving_goods: | ||
- | But beware: don't finalise a purchase order **before** you have received everything the supplier is going to send because you won't be able to make any changes to it or receive goods against it using the goods receipt function ([[receiving_goods: | + | But beware: don't finalise a purchase order **before** you have received everything the supplier is going to send because you won't be able to make any changes to it or receive goods against it using the [[receiving_goods: |
- | // Previous: [[receiving_goods: | + | === Why can't we just un-finalise this PO ourselves? === |
+ | Purchase orders are a legal contract between you and your supplier, and are often the subject of particular attention by auditors. | ||
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+ | When a PO is finalised, somebody with authority is saying "we are not receiving anything more on this PO" | ||
+ | * all ordered stock has been delivered | ||
+ | * the supplier has failed to supply in accordance with the PO contract and so is in breach of the contract. | ||
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+ | For this reason, mSupply does not have the facility for users to unfinalise a PO. However, mistakes can happen... | ||
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+ | <WRAP center round alert 60%> | ||
+ | If you do // | ||
+ | * Sustainable Solutions will need remote access to your database, | ||
+ | * An officer with authority must provide approval for the unfinalisation. | ||
+ | Sustainable Solutions keeps records of all communications and will be able to provide a copy of this approval to your auditor on request.</ | ||
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+ | \\ | ||
+ | \\ | ||
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