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items:inventory_adjustments [2020/05/12 14:16] – [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 ====== |
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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{{ : | {{ : | ||
- | The inventory | + | The Inventory |
{{ : | {{ : | ||
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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. | ||
+ | </ | ||
+ | |||
+ | 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 ==== | ==== 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: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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 |}} | ||
+ | |||
+ | 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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