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items:inventory_adjustments [2016/03/23 23:27] – [Inventory adjustments] fergus | items:inventory_adjustments [2023/02/10 12:31] – [Adjustment reasons] Gary Willetts | ||
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- | ===== Inventory adjustments ===== | + | {{indexmenu_n> |
- | {{entry> | + | ====== 4.18. Inventory adjustments ====== |
- | + | ||
- | Choose **Items > Show inventory adjustments** | + | |
Inventory adjustments allow you to increase or decrease the stock of an item that is recorded in mSupply(r). You will need to adjust the inventory if: | Inventory adjustments allow you to increase or decrease the stock of an item that is recorded in mSupply(r). You will need to adjust the inventory if: | ||
* Stock is discarded (due to damage or expiry) | * Stock is discarded (due to damage or expiry) | ||
- | * You do a Stocktake and find that physical stock is different to the stock recorded in mSupply(r). In this case the first thing to do is to see if you can find out where a mistake may have been made in issuing stock. For example, you may be able to retrieve extra stock mistakenly given to a client, or may need to ask a supplier for an order that has been entered but never actually received. | ||
* Stock has been stolen. | * Stock has been stolen. | ||
- | * As a general rule, consider using a regular invoice | + | * You find some stock on the shelf that is not in mSupply and you don't know where it came from. |
+ | |||
+ | **DO NOT** use inventory adjustments for distributing stock to customers or patients or receiving stock from suppliers. Use customer invoices or prescriptions and supplier invoices | ||
+ | |||
+ | Inventory adjustments are used to deal with a problem | ||
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
- | If you are doing a " | + | If you are doing a stocktake, it's better to use the stocktake module described [[items: |
</ | </ | ||
- | =====Inventory adjust | + | ===== Viewing inventory adjustments ===== |
- | Choose **Items > Inventory adjust (Add stock)** | + | Choose **Items > Show inventory adjustments** or click on the Show inventory adjustment icon on the Item tab of the Navigator: |
- | Use this function when you have performed | + | |
+ | {{ : | ||
+ | |||
+ | This will open the usual transaction filter window for you to choose which inventory adjustments you want to see. Make your filter selections (or leave them alone to see the 15 most recent inventory adjustments by default) and click on the **OK** button to see the list of matching inventory adjustments: | ||
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+ | {{ : | ||
+ | |||
+ | You can double-click on any inventory adjustment in the list to view or edit it. | ||
+ | |||
+ | Note that //si// type inventory adjustments | ||
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+ | |||
+ | ===== Add stock ===== | ||
+ | Choose **Item > Inventory adjust- add stock** to create an inventory adjustment to add some stock into mSupply or click on the Inventory adjustment | ||
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+ | {{ : | ||
+ | |||
+ | The Inventory adjustment (add stock) window will open: | ||
+ | |||
+ | {{ : | ||
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+ | This transaction is almost exactly the same as a supplier invoice and you enter data in exactly the same way (see [[receiving_goods: | ||
+ | | ||
+ | | ||
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+ | <WRAP center round important 60%> | ||
+ | Because an inventory adjustment represents a correction for some problem or other incident, we strongly recommend that you enter a comment in the **Comment** field of each inventory adjustment you create, whether to add or reduce stock, so that the reason for the correction is not forgotten. | ||
+ | </ | ||
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+ | Use the **New line** button to add a line to the transaction (and the **Delete line** button to remove them), just as you would on a supplier invoice. | ||
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+ | When you have finished adding lines to the inventory adjustment, click on the **OK** button. You will be asked to confirm what you want to do: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | If you've finished with the inventory adjustment | ||
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+ | ==== Adjustment reasons ==== | ||
+ | If you have added any active //Positive inventory adjustment// | ||
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+ | {{ :items: | ||
+ | |||
+ | Note that existing lines that do not have a reason selected can be left with no reason seleted if you click the **Cancel** button on this window. | ||
+ | |||
+ | ==== Vaccines ==== | ||
+ | If the //Able to specify VVM status when receiving items// store preference is turned on (see the [[other_stuff: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The **VVM status field** is populated with the statuses set up in the system. See the [[cold_chain_equipment: | ||
+ | |||
+ | If you are editing an existing line on the inventory adjustment then the **VVM status** field will display the status selected for the invoice line or //Please select...// if it doesn' | ||
+ | ===== Reduce stock ===== | ||
+ | Choose **Item > Inventory adjust- reduce stock** to create an inventory adjustment to remove some stock into mSupply | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The Inventory adjustment (reduce stock) window will open: | ||
- | {{ :items:invad_add.png?650 }} | + | {{ :items:invad_reduce.png?600 |}} |
- | A transaction | + | This transaction is almost exactly the same as a customer |
+ | * The name (//Inventory adjust- reduce stock//) is filled | ||
+ | * There is an additional // | ||
- | After a stocktake, this can be used to adjust any stock lines where the stock recorded in mSupply(r) is less than the physical stock. | + | Use the **New line** button to add a line to the transaction |
- | You will be asked to enter the margin when starting this transaction. For a normal | + | When you have finished adding lines to the inventory adjustment, |
- | =====Inventory adjust - reduce stock... ===== | ||
- | Use this function when you have done a stocktake and find that the physical stock of an item or items is less thanthe amount recorded in mSupply(r). A transaction that is just like a customer invoice will be created, except that you do not choose | + | ==== Adjustment reasons ==== |
+ | If you have added any active //Negative inventory adjustment// | ||
- | {{ :items:invad_red.png?650 }} | + | {{ :items:invad_reduce_add_line.png?600 |}} |
- | Inventory adjustments are treated by mSuppy as a kind of Supplier invoice (or credit). To view or edit an inventory adjustment, Choose | + | Note that existing lines that do not have a reason selected can be left with no reason seleted if you click the **Cancel** button on this window. |
- | // Previous: [[items: | + | \\ |
+ | \\ | ||
+ | | | ||
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+ | pagestatus.status | ||
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