| Both sides previous revision Previous revision Next revision | Previous revision |
| items:stocktakes [2024/10/18 11:13] – [Adding items not in the stocktake list] Gary Willetts | items:stocktakes [2025/01/05 22:17] (current) – [Filtering by location] Mark Glover |
|---|
| ==== Confirm Customer Invoices ==== | ==== Confirm Customer Invoices ==== |
| mSupply will not allow stock that is on a Customer Invoice with status of new (''nw'') or suggested (''sg'') to be taken out of stock by //any// other transaction process, including an inventory adjustment flowing from a stocktake - refer [[items:stocktakes#create_inventory_adjustments|Creating inventory adjustments]]. | mSupply will not allow stock that is on a Customer Invoice with status of new (''nw'') or suggested (''sg'') to be taken out of stock by //any// other transaction process, including an inventory adjustment flowing from a stocktake - refer [[items:stocktakes#create_inventory_adjustments|Creating inventory adjustments]]. |
| | |
| <WRAP center round important 60%> | <WRAP center round important 60%> |
| |
| It is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer invoices with a status of new (''nw'') or suggested (''sg'') //before// doing a stocktake - please see [[issuing_goods:issuing_goods_customer_invoice#confirm|Issuing Goods to a Customer (Customer Invoices), Confirming an invoice]] for details on how to do that. | //Before// starting a stocktake, it is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer invoices with a status of new (''nw'') or suggested (''sg'') - please see [[issuing_goods:issuing_goods_customer_invoice#confirm|Issuing Goods to a Customer (Customer Invoices), Confirming an invoice]] for details on how to do that. |
| |
| This is so important that mSupply will show you a warning message when you try to create a new stocktake if it detects and customer invoices with suggested status. Please read the warning and take suitable action. | This is so important that mSupply will show you a warning message when you try to create a new stocktake if it detects any customer invoices with suggested (''sg'') status. Please read and heed the warning and take suitable action. |
| </WRAP> | </WRAP> |
| |
| |
| <WRAP center round alert 60%> | <WRAP center round alert 60%> |
| Of course, it is not possible to filter by [[items:item_locations#item_locations_and_location_types|stock locations]] if locations have not been defined, and stock placed in to those locations!</WRAP> | Of course, it is not possible to filter by [[items:item_locations#item_locations_and_location_types|stock locations]] if locations have not been defined! Also, a stock location based stocktake will //only// include stock lines that have actually been placed in to locations ;-)</WRAP> |
| |
| <WRAP center round info 60%> | <WRAP center round info 60%> |