faq:how_to_correct_packsize

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faq:how_to_correct_packsize [2013/05/21 06:55] – Links to admin:diagnotics changed to admin:diagnostics paulfaq:how_to_correct_packsize [2021/10/08 11:41] (current) – Gary Willetts
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-====== How to correct wrong packsizes ====== +====== 28.07. How to correct wrong pack sizes ====== 
-{{entry>81.FAQ/1.How to correct wrong packsizes|*}}+===== Introduction ===== 
 +In a warehouse or dispensary, stock may be received in 'bulk' (larger pack sizes) which then need to be physically and logically broken down in to smaller, 'issue size', packs before the stock is issued.  It often makes sense to keep last-expiring stock in bulk quantities until closer to the time it will be issued: 
 +  * It makes for easier stock-taking; just counting the number of cartons, rather than working out how many inner packs are in the cartons, and then multiplying that by the number of cartons. 
 +  * If you will be [[items:splitting_a_stock_line|splitting a stock line]] to move a carton(s) to a more accessible location for issue, then keeping the 'carton' pack size makes it easier to identify how much stock needs to be to split off.
  
-Within a warehouse or pharmacy, it is quite common for procurement managers to introduce bulk stock into mSupply and then for the dispenser to issue the bulk stock wrongly to the customer or patient. So physically the bulk stock may have been broken down to smaller pack sizes and distributed but this activity may not have been registered properly within mSupply.+In any case, whenever it is done, you will need to change the pack size of your stock.
  
-In an warehouse environment, bulk stock from the supplier may have been received and the stock may have been issued by the dispenser without paying attention to the pack sizes. An administrator may have forgotten to carry out a "Repack" or "Split" process within mSupply.+<WRAP center round important 60%> 
 +It is important that changing pack size does **NOT** change the total amount of stock that you have.  mSupply is carefully designed to ensure this. 
 + 
 +However, if you have accidentally told mSupply that you have issued more stock than you actually have, then mSupply does allow for these to be corrected through the process described in [[faq:how_to_correct_packsize#changing_pack_size_for_stock_already_issued|Changing pack size for stock already issued]], below. 
 +</WRAP> 
 + 
 + 
 +===== Changing pack size for stock on hand ===== 
 + 
 +The pack size for Stock on hand is changed through either of two methods: 
 +  * [[items:repacking|Repack items]] 
 +  * [[items:splitting_a_stock_line|Splitting a stock line]] 
 + 
 +===== Changing pack size for stock already issued ===== 
 + 
 +If your staff have forgotten to tell mSupply about the new pack size through a [[items:repacking|Repack]] or [[items:splitting_a_stock_line|Split]], then stock may be issued without noticing the large pack sizes.  This will result in mSupply being told that much more stock has been issued than actually has been. 
 + 
 +In an pharmacy environment, the same could also be true if the [[admin:dispensary_installation#pack_to_one|'Pack to one' preference]] has not been set.  Most users tend to rely on the stock being introduced to the system in the correct pack sizes (suitable for patient consumption) and when this is not done, the dispenser doesn't pay attention to the pack sizes and accidentally tells mSupply that they are issuing stock with large pack sizes. 
 + 
 +In both cases the customer or patient receives drug quantities that are generally much less than what mSupply has been told. 
 + 
 +It is **//much//** better to take measures to ensure that these errors do not occur frequently, but if you find that you haven't, mSupply does have the facility to correct the pack size for stock that has already been issued.  As you can imagine, this is a powerful and potentially harmful feature and so there is a special user permission to allow this.  Only high level users should have the user permissions to carry out the task below.
  
-In an pharmacy environment, the above could also be true. However, most users tend to rely on the stock being introduced to the system in the correct pack sizes (suitable for patient consumption) and when this is not done, the dispenser simply issues stock with large pack sizes. 
  
-In both cases the customer or patient receives drug quantities that tend to be less than what mSupply says. Depending on the user permission allocated to an mSupply user, the pack sizes can be corrected. However we emphasise that our clients should take measures to ensure that these errors do not occur frequently. Only high level users should have the appropriate user permissions to carry out the task below. 
  
 ===== User permissions ===== ===== User permissions =====
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 For this example lets assume that the total quantities are correct. Here we did indeed receive 20,000 tablets. So we are going to make the following adjustments.  For this example lets assume that the total quantities are correct. Here we did indeed receive 20,000 tablets. So we are going to make the following adjustments. 
-<note>The step below is only possible if you have the user permission "Can update pack size, cost and sell price" set as described above. If this permission is not set, the pack size is disabled but still viewable.</note>+<WRAP center round tip 60%> 
 +The step below is only possible if you have the user permission "Can update pack size, cost and sell price" set as described above. If this permission is not set, the pack size is disabled but still viewable.  
 + 
 +Starting with mSupply v4.12.06 the pack size field is only enabled if there are no pending repacks connected to the stock. If suggested repacks are encountered, they either need to be deleted or finalised.   
 +</WRAP> 
 + 
  
 Below we have changed the packsize to "1" and pushed the quantity to 20,000 Below we have changed the packsize to "1" and pushed the quantity to 20,000
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 We can also see that pack sizes on past ledgers have been converted from "100" to "1". We can also see that pack sizes on past ledgers have been converted from "100" to "1".
  
-// Previous: [[admin:diagnostics|The log]]     Next: [[faq:how_to_report_by_invoice_category|How to report by invoice category]]// +\\ 
- +\\ 
 +|  //  Previous:  **[[faq:why_is_my_stock_on_hold]]** | | Next: **[[faq:how_to_report_by_invoice_category]]** //  |
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  • Last modified: 2013/05/21 06:55
  • by paul