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issuing_goods:stock_control_methods [2022/09/05 14:00] – [Requisition categories] Gary Willetts | issuing_goods:stock_control_methods [2023/05/11 12:01] – [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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- | If stocktakes are not taken at the pre-determined frequency, and particularly if they are missed, the system will fail. It is a fairly rigid system, in that once set, F, G and H must remain constant. It is frequently used for supplying wards in a hospital setting, where operations are generally more controllable. | + | If stocktakes are not taken at the pre-determined frequency, and particularly if they are missed, the system will fail. It is a fairly rigid system, in that once set, F, G and H must remain constant. It is frequently used for supplying wards in a hospital setting, where operations are generally more rigidly controlled. |
/* Section that can be added if we need to talk about the UNFPA 'Last Mile' method: A+B-C=D; Supply = 2*D | /* Section that can be added if we need to talk about the UNFPA 'Last Mile' method: A+B-C=D; Supply = 2*D | ||
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Finalised requisitions will no longer appear on reports that show " | Finalised requisitions will no longer appear on reports that show " | ||
+ | |||
+ | ==== Reference documents ==== | ||
+ | The Reference documnents tab on a requisition enables you to save documents and other files relating to the requisition. The tab looks like this: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The table shows you all the files currently uploaded to this requisition. | ||
+ | |||
+ | * **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 button to remove it from the requisition. | ||
+ | * **Download document button:** When you click on this button you are presented with two options: | ||
+ | * **Download: | ||
+ | * **Download and open:** this will download the file to a location you select on your computer and then attempt to open it using the default application on your computer for that file type. If there is no application associated with the file type on your computer then mSupply will tell you that the file could not be opened. | ||
==== Requisition categories ==== | ==== Requisition categories ==== | ||
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Enter a **Description**, | Enter a **Description**, | ||
- | To edit a category, double-click on it in the list and the same window as creating a new one will open but populated with the selected category' | + | To edit a category, double-click on it in the list and the same window as creating a new one will open but populated with the selected category' |
- | You can quickly set a category as inactive (which means that it will no longer appear in the drop down list for selection on a requisition) by selecting it in the list and clicking on the **Set as inactive** button. | + | You can quickly set a category as inactive (which means that it will no longer appear in the drop down list for selection on a requisition) by selecting it in the list and clicking on the **Set inactive** button. |
==== Requisition status ==== | ==== Requisition status ==== | ||