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items:inventory_adjustments [2020/05/12 12:17] – [Add stock] Gary Willetts | items:inventory_adjustments [2023/12/12 14:44] (current) – Gary Willetts | ||
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- | ====== 4.18. Inventory adjustments ====== | + | ====== 4.19. Inventory adjustments ====== |
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- | 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: | ||
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- | ===== Add stock ===== | + | ===== Viewing inventory adjustments |
- | Choose **Item > Inventory adjust- add stock** to add some stock into mSupply | + | Choose **Items > Show inventory adjustments** or click on the Show inventory |
+ | {{ : | ||
+ | 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: | ||
- | The inventory adjustment window will open: | + | {{ :items: |
- | {{ : | + | 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 " | ||
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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 (add stock) icon on the //Item// tab of the Navigator: | ||
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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: | 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 (// | * The name (// | ||
- | * There is an additional // | + | * 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. | ||
+ | </ | ||
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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 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 ==== | ==== Adjustment reasons ==== | ||
If you have added any active //Positive inventory adjustment// | 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. | 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: | ||
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+ | {{ : | ||
+ | |||
+ | 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 ===== | ===== Reduce stock ===== | ||
+ | Choose **Item > Inventory adjust- reduce stock** to create an inventory adjustment to remove some stock into mSupply or click on the Inventory adjustment (reduce stock) icon on the //Item// tab of the Navigator: | ||
- | Use this function when you have done a stocktake and find that the physical stock of an item or items is less than the 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: |
- | {{ :items:invad_red.png?650 }} | + | The Inventory adjustment (reduce stock) window will open: |
+ | |||
+ | {{ :items:invad_reduce.png?600 |}} | ||
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+ | 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 // | ||
+ | |||
+ | 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 customer invoice. | ||
+ | |||
+ | 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. | ||
+ | |||
+ | |||
+ | ==== Adjustment reasons ==== | ||
+ | If you have added any active //Negative 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. | ||
- | Inventory adjustments are treated by mSupply as a kind of Supplier invoice (or credit). To view or edit an inventory adjustment, Choose the "Show inventory adjustments" | ||
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