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preferences:options [2020/06/12 09:43] – [Positive or negative inventory adjustment] Gary Willetts | preferences:options [2021/10/08 09:25] – Gary Willetts | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
- | ====== | + | ====== |
- | You can create a list of options (or reasons) for the user to select from when they use perform certain actions in mSupply (in drop down lists etc.). Options are an alternative to the user typing free text, and can help standardise information being recorded in mSupply. | + | You can create a list of options (or reasons) for the user to select from when they perform certain actions in mSupply (in drop down lists etc.). Options are an alternative to the user typing free text, and can help standardise information being recorded in mSupply, which facilitates reporting. |
You can enter options for: | You can enter options for: | ||
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* **Positive Inventory Adjustment: | * **Positive Inventory Adjustment: | ||
* **Negative Inventory Adjustment: | * **Negative Inventory Adjustment: | ||
- | * **New Cash Out Transaction: | + | * **New Cash Out Transaction: |
+ | * **Open vial wastage:** Reasons for open vial wastage when dispensing vaccines (see [[https:// | ||
===== Creating options ===== | ===== Creating options ===== | ||
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5. Enter a name for the option in the **Option** field, then click on the **OK** button to save it. | 5. Enter a name for the option in the **Option** field, then click on the **OK** button to save it. | ||
- | <WRAP center round important | + | <WRAP center round alert 60%> |
**Once an option is saved, it //cannot// be deleted.** Check carefully before pressing OK! If you need to prevent an option being available for selection by users then make it inactive. This will mean old options can be displayed correctly in historical records but they are no longer available for use by users. | **Once an option is saved, it //cannot// be deleted.** Check carefully before pressing OK! If you need to prevent an option being available for selection by users then make it inactive. This will mean old options can be displayed correctly in historical records but they are no longer available for use by users. | ||
</ | </ | ||
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====Positive or negative inventory adjustment==== | ====Positive or negative inventory adjustment==== | ||
- | When any active options of this type are available, they are used in a stocktake (see the [[items: | + | When any active options of these two types are available, they are used in a stocktake (see the [[items: |
=== Stocktakes === | === Stocktakes === | ||
In the main stocktake window, if the **Enter Quantity** value is adjusted to be different from the **Snapshot Quantity** | In the main stocktake window, if the **Enter Quantity** value is adjusted to be different from the **Snapshot Quantity** | ||
- | {{ : | + | {{ : |
then the edit stocktake line edit window is automatically opened and you must select an option from the **Adjustment reason** drop down list: | then the edit stocktake line edit window is automatically opened and you must select an option from the **Adjustment reason** drop down list: | ||
- | {{ : | + | {{ : |
If you click on the OK button before selecting a reason you'll be prompted to choose one: | If you click on the OK button before selecting a reason you'll be prompted to choose one: | ||
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{{ : | {{ : | ||
- | Of course, the same is true if you double-click on a line and edit the **Stock take qty** value to be different from the **Snapshot Quantity**; you must select a reason from the **Adjustment reason** drop down list before you can proceed. | + | Of course, the same is true if you double-click on a line in the main stocktake window |
If the //Counted quantity// is greater than the **Snapshot quantity** the **Adjustment reason** drop down list is populated with //Positive inventory adjustment// | If the //Counted quantity// is greater than the **Snapshot quantity** the **Adjustment reason** drop down list is populated with //Positive inventory adjustment// | ||
- | ====New cash out transaction==== | ||
- | **When creating a new [[payments_and_receipts: | ||
- | A reason must be selected | + | Any reasons entered on a stocktake are carried through to the corresponding inventory adjustment lines that are created when the stocktake is finalised. |
+ | |||
+ | === Inventory adjustments === | ||
+ | If there are any active //Positive inventory adjustment// | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | If there are any active //Negative inventory adjustment// | ||
+ | |||
+ | {{ : | ||
+ | ====New cash out transaction==== | ||
+ | When creating a new cash out transaction (see the [[payments_and_receipts: | ||
{{ : | {{ : | ||
====Payment type==== | ====Payment type==== | ||
- | **When creating | + | When entering payments on a prescription (see the [[payments_and_receipts: |
- | + | ||
- | An option | + | |
- | {{ : | + | {{ : |
\\ | \\ | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||