issuing_goods:issuing_goods_customer_invoice

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issuing_goods:issuing_goods_customer_invoice [2023/01/19 12:43] – [Log tab] Gary Willettsissuing_goods:issuing_goods_customer_invoice [2023/08/29 18:36] (current) – [Printing an invoice: picking slips and delivery notes] Mark Glover
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 {{ :issuing_goods:new_cust_inv.png?650 }} {{ :issuing_goods:new_cust_inv.png?650 }}
  
-A user defined field (the **Truck No** field) is displayed in the above screenshot. To show or hide user defined fields go to //File> Preferences> Invoices 2// (see the [[preferences:invoices#customer_invoices|16.03. Invoice preferences]] page for details).+== Variations you might see in this window == 
 +  * A user defined field (the **Truck No** field) is displayed in the above screenshot. To show or hide user defined fields go to //File> Preferences> Invoices 2// (see the [[preferences:invoices#customer_invoices|16.03. Invoice preferences]] page for details). 
 +  * If the //Able to specify VVM status when receiving items// store preference is turned on (see the [[other_stuff:virtual_stores#preferences_tab|26.07. Virtual stores]] page for details) then an additional //Doses// column will be displayed in the table. If the item is a vaccine then the column will show the number of doses the line represents. If it is not a vaccine then it will show //N/A//. 
 + 
  
 ==== Information to enter in the main window ==== ==== Information to enter in the main window ====
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 == Process button (grinder icon) == == Process button (grinder icon) ==
 Clicking this button shows a menu with the following choices: 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     * 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. 
  
  
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 {{ :issuing_goods:ship_mth_1.png?300 }} {{ :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 == == Responsible officer ==
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 {{ :issuing_goods:iss_goods2_add_itm.png?600 }} {{ :issuing_goods:iss_goods2_add_itm.png?600 }}
  
-The lines are numbered in the left hand column and sorted according to these values, in this order:+By default, the lines are numbered in the left hand column and sorted according to these values, in this order:
   * Expiry date (earliest expiry date at the top i.e. in FEFO order; **F**irst **E**xpiry, **F**irst **O**ut)   * Expiry date (earliest expiry date at the top i.e. in FEFO order; **F**irst **E**xpiry, **F**irst **O**ut)
   * Then, for all stock lines with identical expiry date, by location priority (lowest priority number first; see the [[items:item_locations#priority|4.06. Stock locations and location types]] page for details).    * Then, for all stock lines with identical expiry date, by location priority (lowest priority number first; see the [[items:item_locations#priority|4.06. Stock locations and location types]] page for details). 
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   * Then, for all stock lines with identical expiry dates, in locations with identical priority and code and with identical batch numbers, the number of available packs (in ascending numerical order i.e. smaller quantities first).   * Then, for all stock lines with identical expiry dates, in locations with identical priority and code and with identical batch numbers, the number of available packs (in ascending numerical order i.e. smaller quantities first).
  
-The first line is selected by default but you can choose another line in one of three ways:+This sort order will be slightly different if the //Sort available batches by VVM status rather than Expiry// store preference is turned on (see the [[other_stuff:virtual_stores#preferences_tab|26.07. Virtual stores]] page for details): 
 +  * VVM status (lowest first) 
 +  * Then by expiry date 
 +  * Then by location priority 
 +  * Then by location code  
 + 
 +The first line in the table is selected by default but you can choose another line in one of three ways:
  
   * Type the line number into the //Line// field and press //Tab//.  The cursor moves to the //Quan// field.   * Type the line number into the //Line// field and press //Tab//.  The cursor moves to the //Quan// field.
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 The number entered in the Quan field is the number of **//packs//**. The pack size of the currently selected line will be used to calculate the total quantity of units issued - which is shown below the list of lines as **Total quantity issued**. The number entered in the Quan field is the number of **//packs//**. The pack size of the currently selected line will be used to calculate the total quantity of units issued - which is shown below the list of lines as **Total quantity issued**.
 </WRAP> </WRAP>
 +
 +=== Vaccines ===
 +If an item is designated as a vaccine (see the **Is a vaccine** and **Doses** fields on the [[items:item_basics:tab_general]] page for details of how this is done) then an additional Doses field is displayed on this window:
 +
 +{{ :issuing_goods:pasted:20230119-151551.png?600 |}}
 +
 +When you enter a figure in the **Quan** field the equivalent number of doses is automatically entered in the **Doses** field.
 +
 +This works the other way round too, so you can enter the number of doses in the **Doses** field and mSupply will put the equivalent number of packs in the **Quan** field. This is useful because some users will think in terms of doses and others in terms of packs.
 +
 +If the preference to display the **Total** field is turned on (The **Allow users to enter total quantities to distribute** preference, see the [[other_stuff:virtual_stores#preferences_tab|26.07. Virtual stores]] page for more details) then this also works for the **Total** field: if a figure is entered in either the **Quan**, **Total** or **Doses** field then mSupply will put the correct equivalent figure in the other two fields.
  
 === Custom data fields for invoice lines === === Custom data fields for invoice lines ===
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 {{ :issuing_goods:iss_goods2_pl_holder.png?600 }} {{ :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. When you are not editing a placeholder line, the button is not visible.
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 If you have customers that use a currency other than your own, mSupply can be configured to use your customer's own currency. Firstly you need to make a selection in the Store's preferences to enable issuing in a foreign currency. If you have customers that use a currency other than your own, mSupply can be configured to use your customer's own currency. Firstly you need to make a selection in the Store's preferences to enable issuing in a foreign currency.
  
-{{ :issuing_goods:foreigncurrencypref.jpg |}}+{{ :issuing_goods:foreigncurrencypref.jpg?650 |}}
  
 Once you have done this, you can select a currency for a customer from the edit customer window. Once you have done this, you can select a currency for a customer from the edit customer window.
  
-{{ :issuing_goods:selectcurrency.jpg |}}+{{ :issuing_goods:selectcurrency.jpg?650 |}}
  
 You can also select the customer's currency when entering an invoice. You can also select the customer's currency when entering an invoice.
  
-{{ :issuing_goods:selectcurrencyinvoice.jpg |}}+{{ :issuing_goods:selectcurrencyinvoice.jpg?650 |}}
  
 __Currency__: This is the currency your customer uses. It is set in the Customer Details window of the Customer record and is displayed when you add your customer's name to the invoice. __Currency__: This is the currency your customer uses. It is set in the Customer Details window of the Customer record and is displayed when you add your customer's name to the invoice.
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 {{ :issuing_goods:customer_invoice_print_options.png?400 |}} {{ :issuing_goods:customer_invoice_print_options.png?400 |}}
 +
 +==== Form to use ====
  
 The **Form to use** drop down list contains all the options for the format of the print out you will get. All the standard mSupply options will be here, as well as any custom forms we have created for you. The **Form to use** drop down list contains all the options for the format of the print out you will get. All the standard mSupply options will be here, as well as any custom forms we have created for you.
  
 If the form you selected to use wasn't the one offered by default and you want to set it to be the default from now on (beware, this will set it for everyone!) then check the **Remember this choice** checkbox before you click on the **OK** button. If the form you selected to use wasn't the one offered by default and you want to set it to be the default from now on (beware, this will set it for everyone!) then check the **Remember this choice** checkbox before you click on the **OK** button.
 +
 +==== Dispatch labels ====
  
 If you want to print dispatch labels to go on each box then check the **Print dispatch labels** checkbox. This will print labels on 100x150mm labels on a label printer, not the usual A4 paper printer you print the picking slips and delivery notes with so you must have configured that in mSupply first - see [[dispensing:printer_setup|Printing preferences (setup)]] for details on how to do this. If you only want to print the dispatch labels and not a delivery note then select the //None// option in the **Form to use** drop down list. If you want to print dispatch labels to go on each box then check the **Print dispatch labels** checkbox. This will print labels on 100x150mm labels on a label printer, not the usual A4 paper printer you print the picking slips and delivery notes with so you must have configured that in mSupply first - see [[dispensing:printer_setup|Printing preferences (setup)]] for details on how to do this. If you only want to print the dispatch labels and not a delivery note then select the //None// option in the **Form to use** drop down list.
 +
 +==== Print destination ====
  
 The print **Destination** options: The print **Destination** options:
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   * **Export to Excel**: the invoice will be exported as a spreadsheet file and opened for you (provided you have a spreadsheet application installed).   * **Export to Excel**: the invoice will be exported as a spreadsheet file and opened for you (provided you have a spreadsheet application installed).
  
-The general process for distributing your goods should be this:+==== Recommended process ==== 
 + 
 +The recommended process for distributing your goods is this:
   - Create the customer invoice (new or suggested status).   - Create the customer invoice (new or suggested status).
   - Print the picking slip and give it to the staff who will pick the goods off the shelves.   - Print the picking slip and give it to the staff who will pick the goods off the shelves.
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   - Finalising the Customer Invoice changes its status to ''fn'' and prevents any further editing of the invoice.   - Finalising the Customer Invoice changes its status to ''fn'' and prevents any further editing of the invoice.
  
-{{:issuing_goods:pasted:20221123-004304.png}}+{{ :issuing_goods:pasted:20221123-004304.png?650 |}}
  
 <WRAP center round alert 90%> <WRAP center round alert 90%>
  • Last modified: 2023/01/19 12:43
  • by Gary Willetts