reports:purchasing

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reports:purchasing [2024/05/09 05:24] – [mSupply's better algorithm] Craig Drownreports:purchasing [2024/05/16 02:05] (current) – Craig Drown
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 ===== Suggested order quantities ===== ===== Suggested order quantities =====
 Use this report for mSupply to analyse your current stock and, based upon a required number of months of stock cover which you enter, suggest how much of each stock item you should consider ordering. Use this report for mSupply to analyse your current stock and, based upon a required number of months of stock cover which you enter, suggest how much of each stock item you should consider ordering.
 +
 +There are currently 2 options for the suggested order quantities report:  **Suggested ordering report** and **Suggested ordering [Excel] report**. They both have the same options as defined below but the second Excel only report will run much more quickly than the first one, even if the first one is exported to Excel. This is a temporary situation: the first option will be removed in a later version of mSupply and the Excel option will be the only option available.
 +
  
 ==== Quantification ==== ==== Quantification ====
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 === Adjust by % of days out of stock === === Adjust by % of days out of stock ===
-This method takes each month's cosumption, and adjusts it for the number of days in the month the item was out of stock.+This method takes each month's consumption, and adjusts it for the number of days in the month the item was out of stock. 
 +We multiply the consumption for the month by (Days in month divided by Days in stock) to get adjusted AMC 
 +Take this example: 
 +  * Item B was in stock for 10 days in the month 
 +  * Its consumption was 500 
 +  * The adjusted AMC is 500 x 31 / 10 = 1,550
  
-For option 1.a. 
- 
-stock_history_by_month() will give you the days out of stock. Multiply the consumption for the month by (Days in month/Days in stock) to get adjusted AMC 
  
 === Only consider fully stocked months === === Only consider fully stocked months ===
 Here, we are attempting to address months with low stock by excluding them from our calculations, rather than adjusting their consumption. Here, we are attempting to address months with low stock by excluding them from our calculations, rather than adjusting their consumption.
 There is a field shown "% of days in stock to be considered fully stocked" that defaults to "90%" There is a field shown "% of days in stock to be considered fully stocked" that defaults to "90%"
-dFor option 1.c. 
  
 === mSupply's better algorithm === === mSupply's better algorithm ===
  
-We're trying to come up with a better algorithm here by: +We've tried to come up with a better algorithm here by: 
-  * ignoring months that are in stock for < 33% of days - the consumption on the remaining days is too erratic to draw conclusions from.         +  * ignoring months that are in stock for < 33% of days. That is, if the item was in stock for less than 10 days in the month, the consumption on those days is too erratic to draw conclusions about what the consumption for the whole month would have been.         
-  * For months with stock >= 33% of days, Multiply the consumption for the month by Square Root(Days in month/Days in stock) to get adjusted AMC.  +  * For months with stock >= 33% of days, Multiply the consumption for the month by Square Root(Days in month/Days in stock) to get adjusted AMC. This adjusts the consumption up due to being out of stock, but by a factor up to 1.7 - so not as big an adjustment as the "Adjust by % of days out of stock" method. 
-  * We gnore months where the mean stock on hand is less than "% of typical AMC that stock level is considered compromised:" (where "typical AMC" is the "PureAMC" we have calculated above+  * We also ignore months where the mean stock on hand is less than "% of typical AMC that stock level is considered compromised:" value you enter. This is a bit complicated, but here's an example: 
 +    * Consider Item A - we have set the "when we calculate consumption there are 3 months that were "fully stocked" - those three months give us an AMC of 1500 per month. 
 +    * Now, there's another month that was fully stocked (as in, on all 31 days in the month, there was _some_ stock on hand. 
 +    * But it turns out that the average stock on hand was only 50 - clearly they could never have had "normal" consumption, although they did have stock - if the cutoff is set to 100%, we're saying "ignore this month unless the average stock on hand was 1500 - in this case it's 50, so this month isn't used in the AMC calculations
    
-We then add together all the good months & divide by the number of months you used to get the best AMC eva ;-)+We then sum the adjusted consumption for all the eligible months & divide by the number eligible months to get the best AMC eva ;-)
  
- +==== Report options ====
-<WRAP info center round 90%> +
-There are currently 2 options for the suggested order quantities report:  **Suggested ordering report** and **Suggested ordering [Excel] report**. They both have the same options as defined below but the second Excel only report will run much more quickly than the first one, even if the first one is exported to Excel. This is a temporary situation: the first option will be removed in a later version of mSupply and the Excel option will be the only option available. +
-</WRAP>+
  
 You'll see this window: You'll see this window:
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 **Months stock required:** In this field, enter the number of months stock cover you want to have available. The report will automatically take into account any stock you already have, so all you need to do is enter how many months cover you want. **Months stock required:** In this field, enter the number of months stock cover you want to have available. The report will automatically take into account any stock you already have, so all you need to do is enter how many months cover you want.
 +
 +**AMC Adjustment for Out of Stock:** See the "Quantification" discussion above on the different options available.
  
 **Exclude stock that will expire within 3 months of projected consumption date** is a new/updated checkbox to accurately predict amount of stock that is likely to be wasted due to expiry and current consumption rate. In this current example, mSupply will only aim to distribute stock if the expiry is more than 3 months away. This updated feature is only available in mSupply v7.12 or later.   **Exclude stock that will expire within 3 months of projected consumption date** is a new/updated checkbox to accurately predict amount of stock that is likely to be wasted due to expiry and current consumption rate. In this current example, mSupply will only aim to distribute stock if the expiry is more than 3 months away. This updated feature is only available in mSupply v7.12 or later.  
  • Last modified: 2024/05/09 05:24
  • by Craig Drown