Differences

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--- faq:incorrect_receiving [2023/09/28 20:54] – Kahn Wynyard
+++ faq:incorrect_receiving [2025/01/03 00:14] (current) – [The stock was recorded as received with the incorrect price] Mark Glover
@@ Line 8: / Line 8: @@
   * Stock of an incorrect item was recorded as received
   * The stock was recorded as received from the incorrect supplier
-  * The stock was recorded as received from the correct supplier, but against the wrong PO
+  * The stock was recorded as received from the correct supplier, but with the incorrect price.  This can include receiving the stock from the correct supplier, but off the wrong PO.
 These can all be corrected.
@@ Line 58: / Line 58: @@
 ===== Stock of an incorrect item was recorded as received =====
-If stock of an incorrect item was recorded as received, then we have two carry out both of the above actions.  It doesn't actually matter which order you do these in:
+If stock of an incorrect item was recorded as received, then we have two carry out both of the following actions.  It doesn't actually matter which order you do these in:
   - Return the incorrectly received stock by following the actions to be taken if [[faq:incorrect_receiving#too_much_stock_was_recorded_as_received|Too much stock was recorded as received]]
   - Receive the stock that was actually delivered by following the actions to be taken if [[faq:incorrect_receiving#too_little_stock_was_recorded_as_received|Too little stock was recorded as received]]
@@ Line 70: / Line 70: @@
-===== The Stock was Recorded and Received with the Incorrect Price =====
+===== The stock was recorded as received with the incorrect price =====
-Reminder! mSupply will NEVER adjust prices, this must be done by the client!
+Stock can be received from the correct supplier, but with the incorrect price.  Possible reasons for this include:
+  * The price in the original PO is 'wrong'
+  * There is more than one PO containing the item for the supplier, and the wrong PO (with a different price) was selected when receiving the goods.
-Wauwa/Malcolm's approval is not needed to un-finalise Good received or Supplier invoices.
+If stock of an item was recorded as received, but with the incorrect price, do the following:
-Example: //Confirm the price of dexamethasone on the PO and your invoice. It doesn't match. Invoice price is 0.50/amp and PO K5 per amp. Please redo invoice and submit again.//
+==== GR+SI receipts ====
-If stock of an item was recorded as received, but with the incorrect price, you should suggest the following to the client:
+When a purchase order (PO) is used in the procurement process, then the price is set by the PO.  If the PO price was 'wrong', then the corrective actions should be governed by organisational policies and procedures.  If your organisation and the supplier have agreed that the price was wrong, and needs to be changed, then there are two approaches, an auditor recommended approach and a method that is not recommended by auditors.
-  * Client to adjust the price on the Purchase Order - If this has been finalised, this cannot be unfinalised
+<WRAP center round alert 60%>
-  * Client to communicate this adjustment with supplier
+Be sure that whatever method is used complies with your organisations procurement policies
-  * Supplier to adjust the price on Supplier Invoice - If Supplier Invoice, mSupply Support can unfinalise for supplier
+</WRAP>
+<wrap em>The Auditor recommended method:</wrap>  Cancel those lines on the PO and create a new PO
+  - Return the affected items on the current SI (refer to [[faq:incorrect_receiving#too_much_stock_was_recorded_as_received|Too much stock was recorded as received]] above)
+  - Create a new PO for the affected items with the correct price
+  - Receive the corrected stock as normal.
+There is another method that is <wrap em>not normally acceptable to auditors</wrap> as it involves amending historic transactions rather than creating new transactions to correct the mistakes in historic transactions.  It is included here only because some mSupply using customers choose this method and request assistance with it.  This method involves amending the historic PO and SI:
+  - Amend the prices on the historic PO - refer [[purchasing:ordering_from_suppliers#editing_purchase_order_lines|Editing purchase order lines]]
+  - Amend the prices on the SI - refer [[receiving_goods:supplier_invoices#editing_lines_on_a_supplier_invoice|Editing lines on a supplier invoice]]
+==== SI only receipts ====
-Our public docs for '[[receiving_goods:supplier_invoices#editing_lines_on_a_supplier_invoice|Editing lines if stock has been issued]]' can be used to show the supplier how they can edit the stock line and adjust the price accordingly.
+Even if a purchase order (PO) was not used in the procurement process and the price on the original paper supplier invoice turns out to be 'wrong', then the corrective actions should be governed by organisational policies and procedures.  If your organisation and the supplier have agreed that the price was wrong, and needs to be changed, then, as above, there are two approaches, an auditor recommended approach and a method that is not recommended by auditors.
+<wrap em>The Auditor recommended method:</wrap>  Return the incorrectly priced lines on the SI and create a new SI
+  - Return the affected items on the current SI (refer to [[faq:incorrect_receiving#too_much_stock_was_recorded_as_received|Too much stock was recorded as received]] above)
+  - Receive the corrected stock on a new SI as normal.
+There is another method <wrap em>that is not normally acceptable to auditors</wrap> as it involves amending historic transactions rather than creating new transactions to correct the mistakes in historic transactions.  It is included here only because some mSupply using customers choose this method and request assistance with it.  It involves amending the historic SI:
+  - Amend the prices on the SI - refer [[receiving_goods:supplier_invoices#editing_lines_on_a_supplier_invoice|Editing lines on a supplier invoice]]
 \\