purchasing:ordering_from_one_store_to_another

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purchasing:ordering_from_one_store_to_another [2021/04/30 09:34] – [Entering an internal order] Gary Willettspurchasing:ordering_from_one_store_to_another [2023/09/30 01:51] (current) – [Entering an internal order] Mark Glover
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 There are two ways you can do this: There are two ways you can do this:
  
-  * Create [[purchasing:ordering_from_one_store_to_another#purchase_orders|Purchase Orders]]. +  * Create [[purchasing:ordering_from_one_store_to_another#purchase_orders|Purchase Orders]].  This method was the 'original' method, and is not recommended. In fact, from mSupply v7.0 this method has been removed. 
-  * In versions of mSupply newer than v4.01, [[purchasing:ordering_from_one_store_to_another#internal_orders_also_known_as_request_requisitions|Internal Orders]] are the desktop equivalent of [[mobile:user_guide2#supplier_requisitions|supplier requisitions]] in mSupply mobile. If you're already using purchase orders and goods received records in your workflow, this is a simpler and easier way to place orders in another store:+  * The recommended (since mSupply v4.01) method is [[purchasing:ordering_from_one_store_to_another#internal_orders_also_known_as_request_requisitions|Internal Orders]].  <WRAP center round tip 60%> 
 +Internal orders  are the desktop equivalent of [[mobile:user_guide2#supplier_requisitions|supplier requisitions]] in mSupply mobile. 
 +</WRAP> 
 +[[purchasing:ordering_from_one_store_to_another#internal_orders_also_known_as_request_requisitions|Internal Orders]] are a simpler and easier way to place orders to another store if you've already been using purchase orders and goods received records in your workflow:
     - In the requesting store:     - In the requesting store:
       - Create an Internal Order to the supplying store.       - Create an Internal Order to the supplying store.
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 {{ :purchasing:int_order_navigator.png?600 |}} {{ :purchasing:int_order_navigator.png?600 |}}
  
-The following window will open, showing you a list of all historic internal orders.  Click on the //Show// drop down list to filter the list by the status of the internal orders.+The following window will open, showing you a list of all existing internal orders:
  
 {{ :purchasing:internal_order_list.png?600 |}} {{ :purchasing:internal_order_list.png?600 |}}
 +
 +Click on the //Show// drop down list to filter the list by the status of the internal orders:
 +
 +{{ :purchasing:screenshot_2022-02-03_at_11.01.17.png?400 |}}
 +
 +After filtering this way, if the list is too long to find a particular internal order 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 supplier name, requisition number, program or comment that contain what you typed will be displayed.
  
 Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one.  Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. 
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 {{ :purchasing:internal_order_edit.jpg.?650 }} {{ :purchasing:internal_order_edit.jpg.?650 }}
  
-  * The //Name// will default to the supplying store for the current store, but any other store in the data file can be selected in the usual way (i.e. enter the first few characters and hit the //Tab// key to find matches).+  * The //Name// will default to the [[names:adding_and_editing#supplying_store|supplying store]] for the current store, but any other //visible// store in the data file can be selected in the usual way (i.e. enter the first few characters and hit the //Tab// key to find matches).
   * The //Order date// defaults to the current date.  You can change it.    * The //Order date// defaults to the current date.  You can change it. 
   * Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store's master list which are not there already.   * Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store's master list which are not there already.
     * If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell.     * If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell.
-    * If adding a single item, the cursor will go into the //User requested quantity// cell for that item.+    * If adding a single item, the cursor will go into the //User requested quantity// cell for that item when it has been added. When you click on the **New line** button, this window opens:{{ :purchasing:pasted:20201124-032451.png?450 }} 
 +      *  **Item:** Type the first few characters of the item's name and press the //Tab// key on the keyboard to select the item from a list of items whose name or code begins with what you typed. 
 +      * **User requested:** The quantity of units of the item the customer is requesting. 
 +      * **Comment:** Any comment you want the supplier to see for this item. 
 +      * Click on the **OK** button to add the line to the requisition, click the **OK & Next** button to add this line and empty the window so you can add another item right away or click the **Cancel** button to close the window without adding the current item to the requisition.
  
-{{  :purchasing:pasted:20201124-032451.png  }} 
 <WRAP center round info> <WRAP center round info>
   * For each item,   * For each item,
     * mSupply already knows //Our stock on hand//     * mSupply already knows //Our stock on hand//
     * mSupply calculates the //Average monthly consumption// based on what the store has issued over the last 12 months (or less if the store hasn't been operating that long).     * mSupply calculates the //Average monthly consumption// based on what the store has issued over the last 12 months (or less if the store hasn't been operating that long).
-    * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption//, assuming that continues.+    * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption// (this is therefore the months of stock at the current rate of consumption).
     * The //Calculated quantity// is then worked out by multiplying the //Average monthly consumption// by the //Max MOS// (maximum months of stock), and then subtracting //Our stock on hand//.  If the resulting value is negative, a value of ''0'' will be displayed.     * The //Calculated quantity// is then worked out by multiplying the //Average monthly consumption// by the //Max MOS// (maximum months of stock), and then subtracting //Our stock on hand//.  If the resulting value is negative, a value of ''0'' will be displayed.
  
-  * If the //Use consumption and stock from customers for internal orders// store preference is turned on (see [[other_stuff:virtual_stores#preferences_tab|25.08. Virtual stores, preferences]] for details) then the //Our current stock on hand// figure comes from the sum of all stock currently held by all the customers of this store and the stock consumed is taken as the stock issued to all customers.+  * If the //Use consumption and stock from customers for internal orders// store preference is turned on (see [[other_stuff:virtual_stores#preferences_tab|25.08. Virtual stores, preferences]] for details) then the //Our current stock on hand// figure comes from the sum of all stock currently held by all the customers of this store and the stock consumed is taken as the stock issued to all customers. Note that customer stores are those that have this store set as their supplying store.
  
   * The //Max MOS// is critical to this calculation, and you can change it.   * The //Max MOS// is critical to this calculation, and you can change it.
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 For the most part, the process is the same as for [[purchasing:ordering_from_suppliers|creating a normal purchase order]]. There are, however, a few significant differences: For the most part, the process is the same as for [[purchasing:ordering_from_suppliers|creating a normal purchase order]]. There are, however, a few significant differences:
  
-  * In the //Name// field of the purchase order, enter the name of the store which will supply your goods.+  * In the //Name// field of the purchase order, enter the name of the **store** which will supply your goods.
  
 <WRAP center round important 90%> <WRAP center round important 90%>
 The names of suppliers which are stores will appear in //RED// in the choice list of suppliers.  If the name of the store you select as a supplier is //BLACK//, then you have not chosen another store as a supplier (you will be creating a standard purchase order not an internal requisition), and the instructions in the remainder of this section do not apply. The names of suppliers which are stores will appear in //RED// in the choice list of suppliers.  If the name of the store you select as a supplier is //BLACK//, then you have not chosen another store as a supplier (you will be creating a standard purchase order not an internal requisition), and the instructions in the remainder of this section do not apply.
 +
 +**Note:** From mSupply v7.0 this method of ordering from another store has been removed. Store names have been filtered out of the name selection so it is not possible to send an internal requisition to another store this way.
 </WRAP> </WRAP>
  
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 Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods:goods_receipts|the normal way]] and note that, as with all other goods received, the goods are not added to your store's stock and available for issue until the goods received note has been finalised and the resulting supplier invoice confirmed. Note that, from mSupply v3.85, the original purchase order lines will only be updated with the stock received when the goods received note has been finalised. Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods:goods_receipts|the normal way]] and note that, as with all other goods received, the goods are not added to your store's stock and available for issue until the goods received note has been finalised and the resulting supplier invoice confirmed. Note that, from mSupply v3.85, the original purchase order lines will only be updated with the stock received when the goods received note has been finalised.
  
-|  //  Previous:  **[[purchasing:show_po_categories|6.03. Purchase order categories]]** | | Next: **[[purchasing:purchasing_from_multiple_store|6.05. Ordering from multiple stores]]** //  |+|  //  Previous:  **[[purchasing:show_po_categories|6.03. Purchase order categories]]** | | Next: **[[purchasing:purchasing_from_multiple_store|6.05. Multi-store Purchase Orders]]** //  |
 ---- struct data ---- ---- struct data ----
 pagestatus.status    :  pagestatus.status    : 
 ---- ----
  
  • Last modified: 2021/04/30 09:34
  • by Gary Willetts