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Both sides previous revision Previous revision Next revision | Previous revision | ||
issuing_goods:stock_control_methods [2023/01/18 17:53] – [Requisition categories] Gary Willetts | issuing_goods:stock_control_methods [2023/05/11 12:01] (current) – [Viewing existing requisitions] Gary Willetts | ||
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This window will open, showing you a list of the requisitions already in the system: | This window will open, showing you a list of the requisitions already in the system: | ||
- | {{ : | + | {{ : |
+ | Columns in the table: | ||
* **ID:** Unique identifier of the requisition. | * **ID:** Unique identifier of the requisition. | ||
* **Name:** The name of the customer the requisition has been entered for. | * **Name:** The name of the customer the requisition has been entered for. | ||
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* **Comment: | * **Comment: | ||
- | Use the **Show** drop down list to filter the requisitions by status. | + | Buttons and fields in the window: |
- | + | * **Show** drop down list: Use the **Show** drop down list to filter the requisitions by status. | |
- | After filtering this way, if the list is too long to find a particular requisition you are interested in then you can type something in the **Search** field. If you type anything in the **Search** field, only requisitions with a customer name, requisition number, program or comment that contain what you typed will be displayed. | + | * **Search** field: If the list of requisitions |
+ | * **New XX** buttons: To create a new requisition of a particular type (see below), click on the appropriate {{: | ||
+ | * **Delete** button: To delete a requisition, | ||
+ | * **Finalise** button: This button allows you to finalise multiple requisitions at once. Simply highlight a selection of requisitions in the list and click on the button. Only Confirmed status requisitions will be finalised; requisitions of any other status will be ignored. After finalisation has been carried out you will be told how many were successfully finalised and how many couldn' | ||
To edit a particular requisition, | To edit a particular requisition, | ||
- | |||
- | To create a new requisition of a particular type (see below), click on the appropriate {{: | ||
- | |||
- | To delete a requisition, | ||
===== Stock history method ===== | ===== Stock history method ===== | ||
The theory behind the stock history method (sometimes referred to as the Historical Logistics Method) is based on the assumption that future customer usage will be similar to historic usage. | The theory behind the stock history method (sometimes referred to as the Historical Logistics Method) is based on the assumption that future customer usage will be similar to historic usage. | ||
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* **Upload document button:** Click this to upload a document ot the requisition. This will open a window enabling you to search for and select the file on your computer. After you've selected it, click on the **Open** button to upload it. If you upload a file with the same name as one already uploaded, mSupply will upload it as a new version of the already uploaded file. | * **Upload document button:** Click this to upload a document ot the requisition. This will open a window enabling you to search for and select the file on your computer. After you've selected it, click on the **Open** button to upload it. If you upload a file with the same name as one already uploaded, mSupply will upload it as a new version of the already uploaded file. | ||
- | * **Delete document button:** Select a file in the table by clicking on it and click this butotn | + | * **Delete document button:** Select a file in the table by clicking on it and click this button |
* **Download document button:** When you click on this button you are presented with two options: | * **Download document button:** When you click on this button you are presented with two options: | ||
* **Download: | * **Download: |