items:master_lists

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items:master_lists [2023/03/23 02:08] Mark Gloveritems:master_lists [2023/03/23 02:19] (current) – [Removing an item from a master list when it is currently in stock] Mark Glover
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 === Removing an item from a master list when it is currently in stock === === Removing an item from a master list when it is currently in stock ===
-There are a number of circumstances under which you will need to remove an item from a master list when it is currently in stock:+There are a number of circumstances under which you will need to remove an item from a master list when it is currently in stock including:
   * The item is being phased out and you don't want facilities to be able to order it   * The item is being phased out and you don't want facilities to be able to order it
   * The item should never have been on the master list and users have accidentally recorded stock of the item   * The item should never have been on the master list and users have accidentally recorded stock of the item
  
-In these cases, it is relatively straightforward to [[items:master_lists#remove_item_s|remove an item from a master list]] - except that if your system is [[items:master_lists#using_master_lists_to_control_item_visibility_in_stores|using master lists to control item visibility in stores]], then mSupply will <wrap em>not allow you to remove an item from a master list</wrap> IF //**any**// store that is assigned to that master list has:+In these cases, it is relatively straightforward to [[items:master_lists#remove_item_s|remove an item from a master list]] - //except// that if your system is [[items:master_lists#using_master_lists_to_control_item_visibility_in_stores|using master lists to control item visibility in stores]], then
 +<WRAP center round box 90%> 
 +mSupply will <wrap em>not allow you to remove an item from a master list</wrap> IF **any** store that is assigned to that master list has:
   * The item currently in stock AND   * The item currently in stock AND
   * The item is not on any //other// master list assigned to that store.   * The item is not on any //other// master list assigned to that store.
 +</WRAP>
 +
  
 There are two options open to you: There are two options open to you:
-  * Wait for all stock to be removed from the store before you make the change to the master list.  This is a particularly painful process if there are many affected stores.  While you are waiting for this to happen, stores can continue to receive and stock the item! +== Wait for all stock to be removed == 
-  * Create a temporary master list to assist with the process:+Wait for //all// stock to be removed from //all// the affected stores before you remove the item(s) from the master list.  This is a particularly painful process if there are many affected stores.  While you are waiting for the last store to remove the itemother stores can continue to receive and stock the item! 
 + 
 +== Use a temporary master list to assist with the process ==
   - Create a temporary master list with the item(s) to be removed.   - Create a temporary master list with the item(s) to be removed.
-  - Assign the temporary master list to all the stores that still hold stock of the item(s). +  - Assign the temporary master list to all the affected stores that still hold stock of the item(s). 
-  - Remove the item from the original master list (this should now be possible)+  - Remove the item from the original master list.  This should now be possible as the condition above should be met.
   - As each store removes the stock of the item(s), un-assign the temporary master list from the store.   - As each store removes the stock of the item(s), un-assign the temporary master list from the store.
   - Once all stores have removed stock of the item(s), the temporary master list can be deleted.   - Once all stores have removed stock of the item(s), the temporary master list can be deleted.
  • Last modified: 2023/03/23 02:19
  • by Mark Glover