integration:nhlmis

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integration:nhlmis [2025/02/06 16:20] – [Customer invoices] Gary Willettsintegration:nhlmis [2026/03/02 12:24] (current) – [Other setup] Gary Willetts
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   * **Store codes:** the codes of stores in mSupply must be given the same codes that they have in NHLMIS (warehouse identifiers in NHLMIS).   * **Store codes:** the codes of stores in mSupply must be given the same codes that they have in NHLMIS (warehouse identifiers in NHLMIS).
   * **Stock:** Any stock in a store that needs to be sent to NHLMIS must be assigned a program and donor and must belong to an item with a code that is recognised by NHLMIS. The program is set using the **Program** drop down list that appears on a supplier invoice line add/edit or stock line edit window when the **Send stock** checkbox is checked. It is populated with the names of master lists that have an "NHLMISProgram://program name//" tag. The program is NOT assigned using custom stock field 5 (commonly used in other installations).   * **Stock:** Any stock in a store that needs to be sent to NHLMIS must be assigned a program and donor and must belong to an item with a code that is recognised by NHLMIS. The program is set using the **Program** drop down list that appears on a supplier invoice line add/edit or stock line edit window when the **Send stock** checkbox is checked. It is populated with the names of master lists that have an "NHLMISProgram://program name//" tag. The program is NOT assigned using custom stock field 5 (commonly used in other installations).
-  * **Master lists:** master lists should be created for each NHLMIS program (with a tag in the format "NHLMISProgram://program name//"), assigned to the stores that will use themn and then the preference ot control item visibility by item master list turned on. **NOTE:** this will mean a lot of configuration work when the interface first goes live!+  * **Master lists:** master lists should be created for each NHLMIS program (with a tag in the format "NHLMISProgram://program name//"), assigned to the stores that will use them and then the preference to control item visibility by item master list turned on. **NOTE:** this will mean a lot of configuration work when the interface first goes live! 
 +  * **Donors:** make sure all donors representing NHLMIS funders are created and visible in all stores selected in the **Stores to send stock and receive requisitions for** table in the //File > Preferences > NHLMIS// tab as described above. The code of the donor must match the funder name in NHLMIS. e.g. ''funder:pepfar'' must be a donor with its code set to ''pepfar'' in mSupply. 
  
  
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 The **Donor** field is populated with the name of the donor matching the NHLMIS funder (mSupply donor) associated with the requisition the customer invoice came from. It will be empty if there isn't a linked requisition. The **Donor** field is populated with the name of the donor matching the NHLMIS funder (mSupply donor) associated with the requisition the customer invoice came from. It will be empty if there isn't a linked requisition.
  
-The action of the //Issue stock for all placeholder lines// option on the grinder icon below the table oin the left hand is modified if the **Fetch requisitions from NHLMIS** checkbox is checked on the //File// > //Preferences// > //NHLMIS// tab: it still uses stock in FEFO order but it only uses stock which has a donor and program matching the customer invoice. If the customer invoice does not have a donor then donor matching is not carried out, if it has no program then program matching is not carried out. If it has neither then the functionality is exactly the same as normal and no additional filtering is carried out.  +The action of the //Issue stock for all placeholder lines// option on the grinder icon below the table on the left hand is modified if the **Fetch requisitions from NHLMIS** checkbox is checked on the //File// > //Preferences// > //NHLMIS// tab: it still applies stock in FEFO order but it only uses stock which has a donor and program matching the customer invoice's. If the customer invoice does not have a donor then donor matching is not carried out, if it has no program then program matching is not carried out. If it has neither then the functionality is exactly the same as normal and no additional filtering is carried out.  
 ==== Stock lines ==== ==== Stock lines ====
 A **Program** drop down list is displayed on the stock line edit window (opened by choosing //Item// > //Show items with stock// from the menus and double-clicking a stock line on that window). The drop down list will be set to the NHLMIS program associated with the stock and looks like this: A **Program** drop down list is displayed on the stock line edit window (opened by choosing //Item// > //Show items with stock// from the menus and double-clicking a stock line on that window). The drop down list will be set to the NHLMIS program associated with the stock and looks like this:
  • Last modified: 2025/02/06 16:20
  • by Gary Willetts