preferences:invoices

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preferences:invoices [2022/01/13 14:49] – [Warn if expiry is less than XX days] Gary Willettspreferences:invoices [2023/09/02 00:47] (current) – [16.03. Invoice preferences] Mark Glover
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   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.
-  * In a [[other_stuff:remote_sync|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. +  * In a [[synchronisation:introduction|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. 
-  * There are some settings that are 'per store' - refer [[https://docs.msupply.org.nz/other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.+  * There are some settings that are 'per store' - refer [[other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.
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 === Use program pricing === === Use program pricing ===
-If checked then the sell prices for items on: +If checked then the sell prices for items on **customer invoices** are taken from the first master list that is to be used as a price list. 
-  * **customer invoices** are taken from the first master list that is to be used as a price list +
-  * **prescriptions** are taken from the first master list that is set as a patient master list +
 === Round prices === === Round prices ===
 You can choose to round prices to a given number of decimal places. By default prices will be rounded to 2 decimal places. You can choose to round prices to a given number of decimal places. By default prices will be rounded to 2 decimal places.
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 == Show inner and outer pack fields == == Show inner and outer pack fields ==
-If checked, mSupply will allow the entry of the `inner' and `outer' pack sizes - if an item is packed 100 to a container, and 12 containers to a box, the `inner' field entry would be `100' and the `outer' field entry would be `12'+If checked, mSupply will allow the entry of the "inner" and "outer" pack sizes. The "inner" pack size is the number of primary packs that fit in a carton and the "outer" pack size is the number of cartons that fit on a pallet. So, for example, if an item is packed in packs of 1000, there are 24 of those in boxes and then there are 15 boxes on a pallet, the "inner" pack size would be 24 and the "outer" pack size would be 15. 
 + 
 +When turned on, this preference results in an extra **Quan per inner** and **Inners per outer** field being displayed on the supplier invoice line input window shown on the [[receiving_goods:supplier_invoices#adding_new_lines_to_a_supplier_invoice|7.01. Supplier invoices]] page like this: 
 + 
 +{{ :preferences:pasted:20230113-144729.png?450 |}} 
 + 
  
 === Hold invoices by default === === Hold invoices by default ===
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 Check this item if you want stock to be automatically issued to a customer with a backorder when it becomes available. Check this item if you want stock to be automatically issued to a customer with a backorder when it becomes available.
  
-== Show transport details == 
-If this box is checked, then a transport details button will be shown on customer invoices, allowing editing of transport details (arrival dates, etc) and box numbers. 
  
 == Allow placeholder lines on customer invoices== == Allow placeholder lines on customer invoices==
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 == Disallow issue of goods with short expiry==  == Disallow issue of goods with short expiry== 
-If this option is checked, mSupply will not allow issue (customer invoices, prescriptions) of goods with an expiry date less than the number of days specified here. Goods with no expiry date will not be affected. Note that once this preference is checked, there is no way for the user to override it- the rule is enforced until the preference is turned off.+If this option is checked, mSupply will not allow issue (on customer invoices and prescriptions) of goods with an expiry date less than the number of days specified here. Goods with no expiry date will not be affected. Note that once this preference is checked, there is no way for the user to override it; the rule is enforced until the preference is turned off.
  
 Enter zero in the field to disallow entry of goods that have expired. Enter zero in the field to disallow entry of goods that have expired.
 +
 +The restriction is applied to manually selecting stock for issue on a customer invoice or prescription or automatically selecting it with the **Issue stock for all placeholder lines** function, **Backorder** button, **History** button and Prescription repeats functionality.
  
 Note that inventory adjustments and supplier credits can still be issued to remove goods from stock or return goods to a supplier. Note that inventory adjustments and supplier credits can still be issued to remove goods from stock or return goods to a supplier.
  • Last modified: 2022/01/13 14:49
  • by Gary Willetts