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items:inventory_adjustments [2012/07/11 12:20] – john | items:inventory_adjustments [2023/12/12 14:44] (current) – Gary Willetts | ||
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- | ===== Inventory adjustments ===== | + | {{indexmenu_n> |
- | {{entry> | + | ====== 4.19. 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 | + | * 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 for that. Otherwise, you will lose your audit trail and reporting on transactions will be difficult. | ||
+ | |||
+ | Inventory adjustments are used to deal with a problem or fix a mistake, not in the general | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | If you are doing a stocktake, it's better | ||
+ | </ | ||
+ | |||
+ | |||
+ | ===== Viewing inventory adjustments ===== | ||
+ | Choose **Items > Show inventory adjustments** or click on the Show inventory adjustment icon on the Item tab of the Navigator: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This will open the usual transaction filter window | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | You can double-click on any inventory adjustment in the list to view or edit it. | ||
+ | |||
+ | Note that //si// type inventory adjustments add stock and //sc// types reduce stock (//si// means "supplier | ||
+ | |||
+ | |||
+ | ===== Add stock ===== | ||
+ | Choose **Item > Inventory adjust- add stock** to create | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The Inventory adjustment (add stock) window will open: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This transaction is almost exactly the same as a supplier invoice and you enter data in exactly the same way (see [[receiving_goods: | ||
+ | * The name (// | ||
+ | * There is an additional // | ||
+ | |||
+ | <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. | ||
+ | </ | ||
+ | |||
+ | 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. | ||
+ | |||
+ | 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 and want to enter the lines into stock now, click on the **Confirm** button. If you don't want to enter it into stock now (because you want to add more lines later, for example) then click on the **Later** button. | ||
+ | |||
+ | |||
+ | ==== Adjustment reasons ==== | ||
+ | If you have added any active //Positive inventory adjustment// | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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: | ||
- | <note important> | + | 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't have one set already. |
+ | ===== Reduce stock ===== | ||
+ | Choose **Item > Inventory adjust- reduce stock** | ||
- | =====Inventory adjust - add stock... ===== | + | {{ :items: |
- | Choose **Items > Inventory adjust (Add stock)** | + | |
- | Use this function when you have performed a stocktake and find that the physical stock of an item or items exceeds the amount recorded in mSupply(r). | + | |
- | {{ :items: | + | The Inventory adjustment (reduce stock) window will open: |
- | A transaction that is like a supplier invoice will be created. Enter the details in just the same way you would as if you were receiving goods from a supplier, except that mSupply(r) fills in the **Name** field for you automatically, | + | {{ : |
- | After a stocktake, this can be used to adjust | + | This transaction is almost exactly the same as a customer invoice and you enter data in exactly the same way (see [[issuing_goods: |
+ | * The name (// | ||
+ | * There is an additional // | ||
- | You will be asked to enter the margin when starting this transaction. For a normal inventory adjustment, set this to zero. If you are using this procedure to enter stock when starting to use mSupply(r) for the first time, enter the percentage to apply here. | + | Use the **New line** button to add a line to the transaction |
- | =====Inventory adjust - reduce | + | When you have finished adding lines to the inventory adjustment, click on the **OK** button. You will not be asked to confirm what you want to do, the inventory adjustment will be confirmed and the lines will immediately be removed from 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 the customer. The section on entering customer invoices describes the entry procedure. See the section on Issuing goods - Customer invoices [[issuing_goods: | ||
- | {{ :items:invad_red.png? | + | ==== Adjustment reasons ==== |
+ | If you have added any active //Negative inventory adjustment// | ||
- | Inventory adjustments are treated by mSuppy as a kind of Supplier invoice (or credit). To view or edit an inventory adjustment, Choose the "Show inventory adjustments" | + | {{ : |
- | < | + | 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: | ||
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