Differences

This shows you the differences between two versions of the page.

--- issuing_goods:issuing_goods_customer_invoice [2023/05/11 14:55] – [Selecting from stock lines] Gary Willetts
+++ issuing_goods:issuing_goods_customer_invoice [2023/08/13 23:33] – [Shipping method] Mark Glover
@@ Line 187: / Line 187: @@
 == Process button (grinder icon) ==
 Clicking this button shows a menu with the following choices:
-  - **Renumber lines:**  will re-assign line numbers to all lines on the invoice according to their current order (you can move lines around by dragging and dropping to a new position.
-  - **Issue stock for all placeholder lines:**  This option will go through each placeholder line on the invoice and attempt to issue stock.
+**1. Renumber lines:**  will re-assign line numbers to all lines on the invoice according to their current order (you can move lines around by dragging and dropping to a new position.
-<WRAP center round info 95%>
+**2. Issue stock for all placeholder lines:**  This option will go through each placeholder line on the invoice and issue stock to them by taking stock from stock lines in the order described in the [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|Selecting from stock lines]] section below. This can be really helpful but, beware, there are good reasons why you might not want this to happen, including:
-  * There are several factors that affect the success of the **Issue stock for all placeholder lines** operation, so you should review the automatic choices mSupply makes to ensure it is appropriate.
-  * mSupply will issue the oldest expiry stock first.  There are good reasons why you might not want this to happen, including:
     * Availability of sufficient stock of the line in question
-    * Pack sizes that fit with the quantity/pack on the placeholder line.  mSupply will happily issue parts of a pack.  In reality, you may wish to choose from a different stock line with different pack sizes!
+    * Pack sizes that fit with the quantity/pack on the placeholder line. mSupply will happily issue parts of a pack. In reality, you may wish to choose from a different stock line with different pack sizes!
-</WRAP>
+    * You might want to issue stock belonging to a particular program or donor.
@@ Line 254: / Line 253: @@
 {{ :issuing_goods:ship_mth_1.png?300 }}
-To enter a new method, click the **New** button. To edit an existing method, double-click the item in the list and edit its details. To delete a method, click on it in the list to select it then click on the **Delete** button. You will not be able to delete a shipping method if it is being used by a customer invoice.
+<WRAP center round alert 60%>
+Plan carefully before creation of shipping methods.  Once created, a shipping method can be edited, but it <wrap em>can't be deleted if even a single customer invoice is using it...</wrap>
+</WRAP>
+  * To enter a new method, click the **New** button.
+  * To edit an existing method, double-click the item in the list and edit its details.
+  * To delete a method, click on it in the list to select it then click on the **Delete** button. <wrap em>You will not be able to delete a shipping method if it is being used by a customer invoice.</wrap>  Depending on the status of the CI, you may be able to change a shipping method ;-)
 == Responsible officer ==
@@ Line 535: / Line 539: @@
 {{ :issuing_goods:iss_goods2_pl_holder.png?600 }}
-The Redistribute all button takes the quantity on placeholder lines and re-assigns it to actual batches in stock.
+The Redistribute all button takes the quantity on placeholder lines and re-assigns it to actual batches in stock, assigning stock from stock lines in the order described in the [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|Selecting from stock lines]] section above.
 When you are not editing a placeholder line, the button is not visible.